# Te Ngakinga o Whanganui Investment Trust

**Charities Register number:** CC53926
**Status:** Registered
**Registered since:** 2016-11-24
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Wanganui
**NZBN:** 9429043307470
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the Trust is to receive, use and administer the Trust’s Funds exclusively for Charitable Purposes. The Trust was set up to manage and invest the assets of Nga Tangata Tiaki o Whanganui arising from the Treaty of Waitangi settlement with the Whanganui Iwi. The qualifying entities that distributions may be made to include maraes, hapu and tupuna rohe groups affiliated with Whanganui Iwi, related trusts and Te Awa Tupua.

## CharityData rating

- **Grade:** B (75.3 / 100)
- **Financial health:** 84/100
- **Governance:** 55/100
- **Transparency:** 85/100
- **Computed:** 2026-10-01 (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 2025-03-31)

- **Total revenue:** NZ$2.15M
- **Total expenses:** NZ$2.20M
- **Surplus / deficit:** NZ$-55k
- **Total assets:** NZ$102.86M
- **Total liabilities:** NZ$73.00M
- **Net assets:** NZ$29.86M
- **Cash reserves:** NZ$1.33M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fb450b92-bf0e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$2.15M | NZ$2.20M | NZ$-55k | NZ$29.86M |
| 2024-03-31 | NZ$11.79M | NZ$1.96M | NZ$9.82M | NZ$10 |
| 2023-03-31 | NZ$3.12M | NZ$1.89M | not disclosed | NZ$16.87M |
| 2022-03-31 | NZ$2.12M | NZ$2.01M | not disclosed | NZ$20.26M |
| 2021-03-31 | NZ$15.85M | NZ$1.67M | not disclosed | NZ$19.99M |
| 2020-03-31 | NZ$2.01M | NZ$1.12M | not disclosed | NZ$5.80M |
| 2019-03-31 | NZ$5.08M | NZ$457k | not disclosed | NZ$6.52M |
| 2018-03-31 | NZ$2.00M | NZ$574k | not disclosed | NZ$1.53M |
| 2017-03-31 | NZ$24k | NZ$97k | not disclosed | NZ$-73k |

## Governance

- **Officers on the register:** 4 current (10 including former)
- **Chair recorded:** no
- **Paid executives disclosed:** 11
- **Executive remuneration bands:** under NZ$100k
- **Auditor:** Silks Audit Chartered Accountants Ltd
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53926) and on the charity's profile page.

## Service providers

- Silks Audit — auditor

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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-ngakinga-o-whanganui-investment-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/te-ngakinga-o-whanganui-investment-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/te-ngakinga-o-whanganui-investment-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53926

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/te-ngakinga-o-whanganui-investment-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 2026-10-02T17:48:25.645Z.