# Te Kotahitanga O Ngāti Whakaue Assets Trust

**Charities Register number:** CC41055
**Status:** Registered
**Registered since:** 2009-06-25
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Rotorua
**NZBN:** 9429043186891
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trust's purpose is to support Ngati Whakaue whether it relates to the relief of poverty, the advancement of education, their socio-economic position, or religion or to any other purposes beneficial to Ngati Whakaue.

## CharityData rating

- **Grade:** D (49.7 / 100)
- **Financial health:** 76/100
- **Governance:** 55/100
- **Transparency:** 85/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - staff costs above the methodology threshold

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 2025-06-30)

- **Total revenue:** NZ$1.68M
- **Total expenses:** NZ$1.04M
- **Surplus / deficit:** NZ$639k
- **Total assets:** NZ$29.25M
- **Total liabilities:** NZ$57k
- **Net assets:** NZ$29.19M
- **Cash reserves:** NZ$1.85M
- **Government grants:** NZ$78k (4.6% of revenue)
- **Staff costs:** NZ$335k
- **Paid staff:** 2
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9df90c15-4b56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$1.68M | NZ$1.04M | NZ$639k | NZ$29.19M |
| 2024-06-30 | NZ$4.21M | NZ$1.00M | NZ$3.21M | NZ$28.55M |
| 2023-03-31 | NZ$897k | NZ$925k | not disclosed | NZ$25.34M |
| 2022-03-31 | NZ$1.47M | NZ$506k | not disclosed | NZ$25.32M |
| 2021-03-31 | NZ$1.24M | NZ$722k | not disclosed | NZ$23.17M |
| 2020-03-31 | NZ$1.28M | NZ$1.10M | not disclosed | NZ$21.62M |
| 2019-03-31 | NZ$2.67M | NZ$1.05M | not disclosed | NZ$21.93M |
| 2018-03-31 | NZ$2.51M | NZ$846k | not disclosed | NZ$17.87M |
| 2017-03-31 | NZ$1.49M | NZ$867k | not disclosed | NZ$16.32M |
| 2016-03-31 | NZ$630k | NZ$1.01M | not disclosed | NZ$14.77M |

## Governance

- **Officers on the register:** 4 current (14 including former)
- **Chair recorded:** no
- **Paid executives disclosed:** 7
- **Executive remuneration bands:** under NZ$100k
- **Auditor:** BDO Rotorua Ltd
- **Most recent audit opinion:** qualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC41055) and on the charity's profile page.

## Service providers

- BDO — auditor

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

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/te-kotahitanga-o-ngati-whakaue-assets-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/te-kotahitanga-o-ngati-whakaue-assets-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/te-kotahitanga-o-ngati-whakaue-assets-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC41055
- Charity website: https://whakaue.com

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/te-kotahitanga-o-ngati-whakaue-assets-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 2026-10-04T15:06:12.576Z.