# Waitaha Charitable Trust

**Charities Register number:** CC51158
**Status:** Registered
**Registered since:** 2014-12-12
**Sector:** Arts & Culture
**ICNPO group:** Culture and Recreation
**Region:** Te Puke
**NZBN:** 9429043259847
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The trust was established to receive, manage and administer its assets for social, cultural and economic welfare purposes.

## CharityData rating

- **Grade:** C+ (69.0 / 100)
- **Financial health:** 75/100
- **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 2025-06-30)

- **Total revenue:** NZ$1.00M
- **Total expenses:** NZ$583k
- **Surplus / deficit:** NZ$421k
- **Total assets:** NZ$5.66M
- **Total liabilities:** NZ$224k
- **Net assets:** NZ$5.44M
- **Cash reserves:** NZ$1.21M
- **Government grants:** NZ$591k (58.9% of revenue)
- **Staff costs:** NZ$184k
- **Paid staff:** 7
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c280bc8d-4956-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$1.00M | NZ$583k | NZ$421k | NZ$5.44M |
| 2024-06-30 | NZ$1.02M | NZ$729k | NZ$295k | NZ$5.01M |
| 2023-06-30 | NZ$715k | NZ$761k | not disclosed | NZ$4.72M |
| 2022-06-30 | NZ$464k | NZ$495k | not disclosed | NZ$4.78M |
| 2021-06-30 | NZ$481k | NZ$148k | not disclosed | NZ$5.01M |
| 2020-06-30 | NZ$3.07M | NZ$212k | not disclosed | NZ$4.68M |
| 2019-06-30 | NZ$650k | NZ$183k | not disclosed | NZ$1.66M |
| 2018-06-30 | NZ$127k | NZ$207k | not disclosed | NZ$1.04M |
| 2017-06-30 | NZ$378k | NZ$251k | not disclosed | NZ$959k |
| 2016-06-30 | NZ$874k | NZ$166k | not disclosed | NZ$811k |

## Governance

- **Officers on the register:** 3 current (14 including former)
- **Chair recorded:** no
- **Auditor:** Cookson & Forbes
- **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=CC51158) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-27

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/waitaha-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/waitaha-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/waitaha-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC51158
- Charity website: https://www.waitaha-iwi.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/waitaha-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 2026-09-27T23:45:22.417Z.