Te Awa Ora o Waiheke — Education Charity in Wellington

Te Awa Ora o Waiheke is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B (77.8/100). Annual revenue: $0.4M NZD. Financial data as at March 2026.

Mission: To assist the community by contributing to projects and initiatives that provide relief to poverty and seek to advance education, health and wellbeing.

Registration Number
CC39936
Charity Type
Charitable Trust
Registration Date
2009-05-10
Status
Active
CharityData Rating
B (77.8/100)
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (other)
Data as at
March 2026

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.1M NZD
Total Assets
$3.3M NZD
Net Assets
$3.2M NZD
Reserve Months
97.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.4M$0.1M$3.2M
2025$0.4M$0.0M-
2024$0.1M$0.1M$5.4M
2023$0.1M$0.2M$5.4M
2022$0.3M$0.1M$5.4M
2021$0.7M$0.1M$5.3M
2020$0.5M$0.1M$4.7M
2019$0.0M$0.1M$4.2M
2018$0.5M$0.1M$4.3M
2017$0.1M$0.1M$3.9M

CharityData Rating

Overall Grade
B
Overall Score
77.8/100
Financial Score
87.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Kathleen WrightTrustee2026-09-16

Former Officers (3)

  • FTL Trustees (McCaw) Limited — Trustee (departed 2026-09-16)
  • Philip McCaw — Trustee
  • Anne Forsyth — Trustee (departed 2025-09-10)

Similar Charities in Education

FunderEducationCharitable TrustOther

Te Awa Ora o Waiheke

CC39936Wellington, WellingtonRegistered 10 May 2009
Data updated: 3 days ago
Financials6mo agoRating3d ago

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

B
78/100
Financial
88
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$362.9K

Expenses

$83.0K

Assets

$3.3M

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To assist the community by contributing to projects and initiatives that provide relief to poverty and seek to advance education, health and wellbeing.

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$362.9K
Total Expenses
$83.0K
Net Assets
$3.2M

Financial Trends

Financial Trends (17 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
97.2mo
Could operate 97.2 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
78
#11/131
Revenue
$363K
#66/131
Reserve Months
97.2
#1/131
Surplus
$280K
#8/131
Staff Cost %
0%
#1/131

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

Rating History

B
2026
Score: 77.8
Financial: 88 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 70.1
Financial: 77 | Governance: 55 | Transparency: 65

Rating

B
Score: 77.8/100
Financial
87.5
Governance
55
Transparency
65
Why this grade: Financial 88 × 40% + Governance 55 × 60% = 68 → B.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC39936
Entity TypeCharitable Trust
Registered10 May 2009
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 4 October 2026.