Whangārei Collective Trust — Health Charity in Whangarei

Whangārei Collective Trust is a Charitable Trust charity in the Health sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. CharityData rates this charity B (76/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The purpose of the Trust will be to promote comprehension of personal, whanau (family) and community Hauora cf. Wellbeing, Human Rights and the responsibilities they entail, and to help educate people, particularly youth, about their Rights, and their responsibilities in regard to others and their community, and the overall wellbeing of Te Taiao cf. the environment. Offer practical support to those in need, particularly the financially disadvantaged.

Registration Number
CC60600
Charity Type
Charitable Trust
Registration Date
2022-10-05
Status
Active
CharityData Rating
B (76/100)
Sector
Health
Location
Whangarei, Whangarei
Email
whangareicollective@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M-
2023$0.0M--

CharityData Rating

Overall Grade
B
Overall Score
76/100
Financial Score
85
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Josephine MasGillivrayTrustee2022-10-05
Morgan CowsillTrustee2022-07-21
Shannon KitchenSecretary2022-07-21
Diana StaveleyTreasurer2022-07-21

Former Officers (2)

  • Maree Morgan — Treasurer (departed 2023-06-30)
  • Richard Morgan — Trustee (departed 2023-06-30)

Similar Charities in Health

FunderHealthCharitable TrustTrust

Whangārei Collective Trust

CC60600Whangarei, WhangareiRegistered 5 Oct 2022
Data updated: 6 days ago
Financials6mo agoRating6d ago

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

B
76/100
Balance sheet from 2025 used (not reported this year)
Financial
85
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.

  • 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.

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

$390

Expenses

$100

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
HealthEducationEnvironmentSocial ServicesArts & CultureCommunity Development
Beneficiaries
YouthElderlyGeneral Public
Geographic Focus
Northland

About

Mission

The purpose of the Trust will be to promote comprehension of personal, whanau (family) and community Hauora cf. Wellbeing, Human Rights and the responsibilities they entail, and to help educate people, particularly youth, about their Rights, and their responsibilities in regard to others and their community, and the overall wellbeing of Te Taiao cf. the environment. Offer practical support to those in need, particularly the financially disadvantaged.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$390
Total Expenses
$100
Net Assets
-

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
382.6mo
Could operate 382.6 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

46
Score /100
Concentrated
HHI: 5,398
Donations64.1%
Trading / Services35.9%

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

Peer Comparison

Ranked against 234 peers · Health · Under $100K

Rating Score
76
#15/235
Revenue
$390
#226/235
Reserve Months
347.8
#1/235
Surplus
$290
#120/235
Staff Cost %
0%
#1/235

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

Rating History

B
2026
Score: 76.0
Financial: 85 | Governance: 55 | Transparency: 65
Current
B+
2025
Score: 82.5
Financial: 90 | Governance: 65 | Transparency: 65

Rating

B
Score: 76/100
Financial
85
Governance
55
Transparency
65
Why this grade: Financial 85 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Whangarei, Whangarei

Registration

Registration NumberCC60600
Entity TypeCharitable Trust
Registered5 Oct 2022
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides services (e.g. care / counselling)

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: 7 October 2026.