The Etū Welfare TrustSocial Services Charity in Auckland

The Etū Welfare Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: The principal activity of the Fund is to provide financial relief, funeral grants, disability and financial hardship allowances to members of Etū Incorporated.

Registration Number
CC37995
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (75.5/100)
Sector
Social Services
Location
Auckland, Auckland
Email
priya.baskaran@etu.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
1809.9 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.0M-
2025$0.2M$0.0M-
2024$0.1M$0.0M$2.8M
2023$0.1M$0.0M-
2022$0.0M$0.0M-
2021$0.1M$0.0M$2.4M
2020$0.1M$0.0M$2.4M
2019$0.1M$0.0M$2.3M
2018$0.0M$0.0M-
2017$0.1M$0.0M$1.7M

CharityData Rating

Overall Grade
B
Overall Score
75.5/100
Financial Score
80
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (18)

  • Gadiel AsiataTrustee
  • Rachel MackintoshNational Secretary / Trustee
  • Annabel NewmanAssistant National Secretary
  • Sivapriya BaskaranFinancial Controller
  • John RyanTrustee (departed 2019-07-31)
  • William NewsonTrustee (departed 2023-11-04)
  • Muriel TunohoTrustee
  • Helen LawrenceTrustee (departed 2014-12-11)
  • Mischelle MoriartyTrustee (departed 2017-06-27)
  • Blair HemingCentral Senior Regional Convenor (departed 2013-06-13)
  • Andrew WoolhouseSouthern Senior Regional Convenor (departed 2017-08-01)
  • Paul ThomsonTrustee (departed 2012-10-18)
  • Alistair CoulingTrustee (departed 2012-10-18)
  • Tim NukuTrustee (departed 2010-08-25)
  • Gerard O'ConnellTrustee (departed 1917-05-01)
  • Raymond PilleyTrustee (departed 2010-08-25)
  • Donald PrydeTrustee (departed 2022-07-20)
  • James JacksonTrustee (departed 2010-08-25)

Similar Charities in Social Services

FunderSocial ServicesTrustTrust

The Etū Welfare Trust

CC37995Auckland, AucklandRegistered 30 Jun 2008
Data updated: Today
Financials5mo agoRatingyesterday

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

B
76/100
Balance sheet from 2024 used (not reported this year)
Financial
80
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$125.8K

Expenses

$18.7K

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
Health
Beneficiaries
People with Disabilities
Geographic Focus
Auckland

About

Mission

The principal activity of the Fund is to provide financial relief, funeral grants, disability and financial hardship allowances to members of Etū Incorporated.

Key Statistics

Annual Revenue
$125.8K
Total Expenses
$18.7K
Net Assets
-

Financial Trends

Financial Trends (18 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
1973.9mo
Could operate 1973.9 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 140 peers · Social Services · $100K – $1M

Rating Score
76
#13/141
Revenue
$126K
#118/141
Reserve Months
1809.9
#1/141
Surplus
$107K
#17/141
Staff Cost %
0%
#1/141

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

Rating History

B
2026
Score: 75.5
Financial: 80 | Governance: 65 | Transparency: 65
Current
C-
2025
Score: 58.3
Financial: 84 | Governance: 65 | Transparency: 65

Rating

B
Score: 75.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC37995
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Social Services

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: 13 September 2026.