Jagriti Foundation — Social Services Charity in Warkworth

Jagriti Foundation is a Charitable Trust charity in the Social Services sector, based in Warkworth, Warkworth. CharityData rates this charity A- (85.5/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: Initiatives and purposes that support individuals to rise up and be empowered to live lives of potential, transformation and hope. Support for individuals to undertake NZ based supported living programs for addiction, associated rehabilitation and support costs. Advancement of and access to education including NZQA approved education that supports community needs and work outcomes. Improvement in health and living standards and the promotion of physical and emotional wellbeing Reduction in poverty and the impact of poverty Growth, development and support for learning to attain work skills and employment-ready opportunities for successful lifestyles Providing safe, nurturing accommodation, shelter, securing occupancy and ownership of improvement in standards of shelter Support and strengthening of family units and community Any other thing or related action considered by IRD to be for charitable purposes

Registration Number
CC55188
Charity Type
Charitable Trust
Registration Date
2017-11-27
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Social Services
Location
Warkworth, Warkworth
Email
care@jagritifoundation.org
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
3.3 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.3M$0.4M
2025$0.4M$0.5M$0.5M
2024$0.0M$0.3M$0.0M
2023$0.3M$0.2M$0.9M
2022$0.7M$0.2M$0.8M
2021$0.4M$0.2M$0.3M
2020$0.1M$0.1M$0.1M
2019$0.2M$0.1M$0.1M
2018$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Selena FoxChair2024-10-09
Brent SimpsonTrustee2024-10-09
Jos FoxSecretary2023-08-11
Allan WendelbornTrustee2023-05-25
Lindsay JonesTrustee2017-09-18
Victoria FrayTrustee2017-09-18

Former Officers (1)

  • James Ward — Secretary (departed 2023-05-24)

Similar Charities in Social Services

Social ServicesCharitable Trust

Jagriti Foundation

CC55188Warkworth, WarkworthRegistered 27 Nov 2017
Data updated: 4 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$171.3K

Expenses

$349.0K

Assets

$376.3K

Staff

2

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

About

Mission

Initiatives and purposes that support individuals to rise up and be empowered to live lives of potential, transformation and hope. Support for individuals to undertake NZ based supported living programs for addiction, associated rehabilitation and support costs. Advancement of and access to education including NZQA approved education that supports community needs and work outcomes. Improvement in health and living standards and the promotion of physical and emotional wellbeing Reduction in poverty and the impact of poverty Growth, development and support for learning to attain work skills and employment-ready opportunities for successful lifestyles Providing safe, nurturing accommodation, shelter, securing occupancy and ownership of improvement in standards of shelter Support and strengthening of family units and community Any other thing or related action considered by IRD to be for charitable purposes

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$171.3K
Total Expenses
$349.0K
Net Assets
$359.4K
Staff
2
employees

Financial Trends

Financial Trends (9 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.4mo
Could operate 0.4 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

20
Score /100
Highly Concentrated
HHI: 7,971
High Concentration: 89% of revenue from Other
Other88.8%
Investment Income9.0%
Donations2.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 173 peers · Social Services · $100K – $1M

Rating Score
86
#2/174
Revenue
$171K
#130/174
Reserve Months
3.3
#1/174
Surplus
$-178K
#165/174
Staff Cost %
8%
#174/174

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Latest Audit

FY2022
Clean
4 years of audit history

Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC55188
Entity TypeCharitable Trust
Registered27 Nov 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Nov 2017
Registered office
145 Omaha Valley Road, RD 5, Warkworth

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides other finance (e.g. investment funds)Provides services (e.g. care / counselling)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 5 October 2026.