The Ken Waterman Charitable Trust — Health Charity in Kaikoura

The Ken Waterman Charitable Trust is a Charitable Trust charity in the Health sector, based in Kaikoura, Kaikoura. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To make donations to Charitable organisations, Volunteer groups & Schools, mainly in the Kaikoura region to help with their funding in memory of Ken Waterman

Registration Number
CC21904
Charity Type
Charitable Trust
Registration Date
2008-03-17
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Kaikoura, Kaikoura
Email
john05waterman@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Children / young people, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
454.1 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Carolyn Jane GliddonNee Waterman-
John WatermanTrustee2006-08-29
Dianne AngleseyTrustee2006-08-29
Carolyn Gliddon (nee Waterman)Trustee2006-08-29
Ronita WatermanTreasurer2006-08-29

Former Officers (1)

  • Carolyn Waterman — Scientist (departed 2021-03-31)

Similar Charities in Health

FunderHealthCharitable TrustCharitable Trust

The Ken Waterman Charitable Trust

CC21904Kaikoura, KaikouraRegistered 17 Mar 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

B-
74/100
Financial
78
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

$31.4K

Expenses

$15.0K

Financial data from Charities Services annual return (FY2025). 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
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To make donations to Charitable organisations, Volunteer groups & Schools, mainly in the Kaikoura region to help with their funding in memory of Ken Waterman

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$31.4K
Total Expenses
$15.0K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
454.1mo
Could operate 454.1 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 215 peers · Health · Under $100K

Rating Score
74
#22/216
Revenue
$31K
#72/216
Reserve Months
454.1
#1/216
Surplus
$16K
#25/216
Staff Cost %
0%
#1/216

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Kaikoura, Kaikoura

Registration

Registration NumberCC21904
Entity TypeCharitable Trust
Registered17 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 Sept 2006
Registered office
64 Mill Road, Kaikoura Flat, Kaikoura

Sector & Activities

Primary Sector
Health
Activities
Makes 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: 3 October 2026.