# G A Waddel Charitable Trust

**Charities Register number:** CC26401
**Status:** Registered
**Registered since:** 2008-06-22
**Sector:** Other
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide income for charitable purposes within the Southland area, with particular preference to the arising needs of Senior Citizens in the Bluff and Invercargill area.

## CharityData rating

- **Grade:** B (76.7 / 100)
- **Financial health:** 86/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-12-31)

- **Total revenue:** NZ$186k
- **Total expenses:** NZ$411k
- **Surplus / deficit:** NZ$-225k
- **Total assets:** NZ$5.76M
- **Total liabilities:** NZ$5k
- **Net assets:** NZ$5.76M
- **Cash reserves:** NZ$141k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ecd22a48-d8e6-f011-bb4e-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-12-31 | NZ$186k | NZ$411k | NZ$-225k | NZ$5.76M |
| 2024-12-31 | NZ$228k | NZ$389k | NZ$-161k | NZ$5.54M |
| 2023-12-31 | NZ$456k | NZ$158k | not disclosed | NZ$5.39M |
| 2022-12-31 | NZ$150k | NZ$200k | not disclosed | NZ$4.78M |
| 2021-12-31 | NZ$120k | NZ$107k | not disclosed | NZ$5.28M |
| 2020-12-31 | NZ$104k | NZ$226k | not disclosed | NZ$5.10M |
| 2019-12-31 | NZ$146k | NZ$121k | not disclosed | NZ$5.15M |
| 2018-12-31 | NZ$139k | NZ$148k | not disclosed | NZ$4.42M |
| 2017-12-31 | NZ$143k | NZ$68k | not disclosed | NZ$4.58M |
| 2016-12-31 | NZ$130k | NZ$26k | not disclosed | NZ$4.17M |

## Governance

- **Officers on the register:** 1 current
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26401) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/g-a-waddel-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/g-a-waddel-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/g-a-waddel-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26401

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/g-a-waddel-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T22:47:52.403Z.