Wai 692 Endowment Fund Trust — Health Charity in Napier
Wai 692 Endowment Fund Trust is a Charitable Trust charity in the Health sector, based in Napier, Napier. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: To hold the endowment fund and use the income only for the charitable purposes of 1. relieving poverty by improving and promoting the health of Ahuriri Maori 2. advancing education that will improve or promote the health of Ahuriri Maori
- Registration Number
- CC39078
- Charity Type
- Charitable Trust
- Registration Date
- 2009-04-06
- Status
- Active
- CharityData Rating
- C+ (67.9/100)
- Sector
- Health
- Location
- Napier, Napier
- alastair@oldershaw.co.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.4M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 24.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.4M |
| 2024 | $0.0M | $0.0M | $0.4M |
| 2023 | $0.0M | $0.0M | $0.4M |
| 2022 | $0.0M | $0.0M | $0.4M |
| 2021 | $0.0M | $0.0M | $0.4M |
| 2020 | $0.0M | $0.0M | $0.4M |
| 2019 | $0.0M | $0.0M | $0.4M |
| 2018 | $0.0M | $0.0M | $0.4M |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | $0.3M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 67.9/100
- Financial Score
- 73.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Pirika Hemopo | Trustee | 2008-10-03 |
| Barry Allan Wilson | Trustee | 2008-10-03 |
Former Officers (10)
- David Compton — Trustee (departed 2018-08-20)
- Fiona Cram — Trustee (departed 2022-06-30)
- Cara Bennett — Trustee (departed 2012-03-19)
- Te Maari Joe — Trustee (departed 2010-08-26)
- Matthew Bennett — Trustee (departed 2010-10-01)
- Desmond Ratima — Trustee (departed 2017-12-31)
- Joinella Maihi-carroll — Trustee (departed 2009-12-15)
- Roderick Hadfield — Trustee (departed 2011-12-16)
- Papara Carroll — Trustee (departed 2010-08-26)
- Ranui Toatoa — Trustee (departed 2015-12-15)
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Wai 692 Endowment Fund Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 structure2 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.
$34.5K
$8.5K
$435.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
About
To hold the endowment fund and use the income only for the charitable purposes of 1. relieving poverty by improving and promoting the health of Ahuriri Maori 2. advancing education that will improve or promote the health of Ahuriri Maori
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 250 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Is this your charity?
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Sector & Activities
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.
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