Hokonui Endowment Trust — Education Charity in Wanganui

Hokonui Endowment Trust is a Unincorporated Trust charity in the Education sector, based in Wanganui, Wanganui. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To provide educational grants for the descendants of the original Rakiura (Stewart Island) Maori owners.

Registration Number
CC21400
Charity Type
Unincorporated Trust
Registration Date
2008-02-26
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Wanganui, Wanganui
Email
financeteam@tetumupaeroa.co.nz
Data as at
March 2025

Beneficiaries: Children / young people, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
199.7 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$0.6M
2022$0.0M$0.0M$0.6M
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.1M$0.6M
2016$0.0M$0.0M-

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 (1)

NameRoleAppointed
Maori Trustee Corporate SoleN/a2008-02-27

Similar Charities in Education

EducationUnincorporated Trust

Hokonui Endowment Trust

CC21400Wanganui, WanganuiRegistered 26 Feb 2008
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

B-
71/100
Financial
78
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.

  • Small board structure
    1 current officer 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.

Revenue

$48.2K

Expenses

$35.6K

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.

About

Mission

To provide educational grants for the descendants of the original Rakiura (Stewart Island) Maori owners.

Who We Serve

Beneficiaries
Children / young peoplePeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$48.2K
Total Expenses
$35.6K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
199.7mo
Could operate 199.7 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: 5,007
Other51.9%
Investment Income48.1%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
71
#23/290
Revenue
$48K
#52/290
Reserve Months
199.7
#1/290
Surplus
$13K
#38/290
Staff Cost %
0%
#1/290

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

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Contact Details

Address
Wanganui, Wanganui

Registration

Registration NumberCC21400
Entity TypeUnincorporated Trust
Registered26 Feb 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 4 October 2026.