Whakatohea Fisheries Asset Holding Company Limited — Animal Welfare Charity in Opotiki

Whakatohea Fisheries Asset Holding Company Limited is a Trust charity in the Animal Welfare sector, based in Opotiki, Opotiki. CharityData rates this charity B- (70.8/100). Annual revenue: $1.2M NZD. Financial data as at June 2024.

Mission: The Company was established for the purpose of receiving and holding all Settlement Quota and Income Share allocated by Te Ohu Kaimoana. These assets are to be held by the Company as Trustee for the benefit of the Charitable Purposes of the Shareholder.

Registration Number
CC50112
Charity Type
Trust
Registration Date
2012-05-17
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Animal Welfare
Location
Opotiki, Opotiki
Email
pdrummond@whakatohea.co.nz
Data as at
June 2024

Beneficiaries: Family / whanau

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$14.8M NZD
Net Assets
$14.8M NZD
Reserve Months
42.0 months of operating expenses
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$1.2M$0.1M$14.8M
2023$0.3M$0.1M$9.7M
2022$0.5M$0.1M$9.6M
2021$0.3M$0.1M$9.4M
2020$0.4M$0.1M$9.2M
2019$0.4M$0.1M$9.1M
2018$0.4M$0.1M$9.0M
2017$0.8M$0.1M$8.3M
2016$0.2M$0.2M$6.2M
2015$0.3M$0.1M$1.1M

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Bradley Walker — Director
  • Tawa Campbell-Seymour — Director
  • Rangi Williams — Director
  • Maui Hudson — Director (departed 2021-03-02)
  • Arihia Tuoro — Director (departed 2016-06-30)
  • Barry Howe — Director (departed 2022-04-01)
  • Pita Biddle — Director (departed 2019-06-30)
  • Priscilla Drummond — Finance Manager
  • Bryan Riesterer — Director (departed 2015-04-01)
  • Ian Craig — Director (departed 2017-07-20)
  • Robert Edwards — Director (departed 2017-06-30)

Similar Charities in Animal Welfare

Animal WelfareTrust

Whakatohea Fisheries Asset Holding Company Limited

CC50112Opotiki, OpotikiRegistered 17 May 2012
Data updated: 3 days ago
Financials30 Jun 2024Ratingyesterday

Financial data as at June 2024. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (2)

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 4. 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.
  • Current annual return overdue
    The newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register

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

$1.2M

Expenses

$94.0K

Assets

$14.8M

Financial data from Charities Services annual return (FY2024). 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.

About

Mission

The Company was established for the purpose of receiving and holding all Settlement Quota and Income Share allocated by Te Ohu Kaimoana. These assets are to be held by the Company as Trustee for the benefit of the Charitable Purposes of the Shareholder.

Who We Serve

Beneficiaries
Family / whanau

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$94.0K
Net Assets
$14.8M
Volunteers
0

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
42mo
Could operate 42 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

40
Score /100
Concentrated
HHI: 6,013
Investment Income72.5%
Other27.5%

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

Peer Comparison

Ranked against 7 peers · Animal Welfare · $1M – $10M

Rating Score
71
#2/8
Revenue
$1.2M
#6/8
Reserve Months
42.0
#1/8
Surplus
$1.1M
#3/8
Staff Cost %
0%
#1/8

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Opotiki, Opotiki

Registration

Registration NumberCC50112
Entity TypeTrust
Registered17 May 2012
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated8 Nov 2006
Company #1883959
Registered office
122 St John Street, Opotiki

Sector & Activities

Primary Sector
Animal Welfare
Activities
Other - Acts an Umbrella body

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: 27 September 2026.