Hawea Charitable Trust — Community Development Charity in Wanaka

Hawea Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Wanaka, Wanaka. 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 2026.

Mission: 3.1. To support initiatives that will help the Hāwea community to develop cultural, ecological and recreational projects. 3.2. Ensure that Hāwea’s indigenous biodiversity and ecosystems are maintained, enhanced and managed sustainably and safely for the benefit of all 3.3. To support maintaining Hāwea as a thriving community and ensuring the facilities, services and environments to enhance this. Including, but not limited to: a. Arts b. Recreation c. Spiritualality

Registration Number
CC61550
Charity Type
Charitable Trust
Registration Date
2023-07-05
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Community Development
Location
Wanaka, Wanaka
Email
lc_merrall@yahoo.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, General public

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.1M$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
Aaron JohnstoneTrustee2023-07-05
Murray GardnerTrustee2023-05-19
John LangleyTrustee2023-05-10
Louise MerrallTrustee2023-05-10
Robyn BardasTrustee2023-05-10

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustCharitable Trust

Hawea Charitable Trust

CC61550Wanaka, WanakaRegistered 5 Jul 2023
Data updated: 4 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. 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

$7.7K

Expenses

$5.0K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EnvironmentArts & CultureSports & RecreationCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Nationwide

About

Mission

3.1. To support initiatives that will help the Hāwea community to develop cultural, ecological and recreational projects. 3.2. Ensure that Hāwea’s indigenous biodiversity and ecosystems are maintained, enhanced and managed sustainably and safely for the benefit of all 3.3. To support maintaining Hāwea as a thriving community and ensuring the facilities, services and environments to enhance this. Including, but not limited to: a. Arts b. Recreation c. Spiritualality

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$7.7K
Total Expenses
$5.0K
Net Assets
-

Financial Trends

Financial Trends (3 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
119mo
Could operate 119 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

50
Score /100
Concentrated
HHI: 5,010
Other65.2%
Donations26.1%
Investment Income8.8%

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

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
74
#18/292
Revenue
$8K
#209/292
Reserve Months
119.0
#1/292
Surplus
$3K
#104/292
Staff Cost %
0%
#1/292

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

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
Wanaka, Wanaka

Registration

Registration NumberCC61550
Entity TypeCharitable Trust
Registered5 Jul 2023
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Jun 2023
Registered office
37 Grandview Road, Rd 2, Lake Hawea

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource 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: 5 October 2026.