Te Ngakinga o Whanganui Investment Trust — Community Development Charity in Wanganui
Te Ngakinga o Whanganui Investment Trust is a Charitable Trust charity in the Community Development sector, based in Wanganui, Wanganui. This organisation also provides funding to other charities. CharityData rates this charity B (75.3/100). Annual revenue: $2.1M NZD. Financial data as at March 2025.
Mission: The purpose of the Trust is to receive, use and administer the Trust’s Funds exclusively for Charitable Purposes. The Trust was set up to manage and invest the assets of Nga Tangata Tiaki o Whanganui arising from the Treaty of Waitangi settlement with the Whanganui Iwi. The qualifying entities that distributions may be made to include maraes, hapu and tupuna rohe groups affiliated with Whanganui Iwi, related trusts and Te Awa Tupua.
- Registration Number
- CC53926
- Charity Type
- Charitable Trust
- Registration Date
- 2016-11-24
- Status
- Active
- CharityData Rating
- B (75.3/100)
- Sector
- Community Development
- Location
- Wanganui, Wanganui
- accounts@ngatangatatiaki.co.nz
- Funder Status
- Grant-making charity (iwi_trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, Older people, People of a certain ethnic / racial origin, Other - All
Financial Summary
- Total Revenue
- $2.1M NZD
- Total Expenses
- $2.2M NZD
- Total Assets
- $102.9M NZD
- Net Assets
- $29.9M NZD
- Reserve Months
- 7.2 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.1M | $2.2M | $29.9M |
| 2024 | $11.8M | $2.0M | $0.0M |
| 2023 | $3.1M | $1.9M | $16.9M |
| 2022 | $2.1M | $2.0M | $20.3M |
| 2021 | $15.9M | $1.7M | $20.0M |
| 2020 | $2.0M | $1.1M | $5.8M |
| 2019 | $5.1M | $0.5M | $6.5M |
| 2018 | $2.0M | $0.6M | $1.5M |
| 2017 | $0.0M | $0.1M | $-0.1M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 75.3/100
- Financial Score
- 84
- Governance Score
- 55
- Transparency Score
- 85
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Tracey Hook | Board Member / Trustee | 2024-03-18 |
| Mahina Puketapu | Board Member / Trustee | 2023-07-28 |
| Gerrard Wilson | Board Member / Trustee | 2020-12-14 |
| Rāwiri Tinirau | Board Member / Trustee | 2018-11-30 |
Former Officers (6)
- Peter Halligan — Board Member/trustee (departed 2023-06-16)
- Russell Bell — Trustee/board Member (departed 2020-03-31)
- Declan Millin — Board Member / Trustee (departed 2019-07-31)
- Keria Ponga — Board Member / Trustee (departed 2018-11-30)
- Simon Karipa — Board Member / Trustee (departed 2025-05-22)
- Nancy Tuaine — Board Member / Trustee (departed 2018-06-30)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Simon Karipa | Chairperson | $47,000 | - |
| Simon Karipa | Chairperson | $47,000 | 2024 |
| Simon Karipa | Chairperson | $47,000 | 2025 |
| Dr Rāwiri Tinirau | Trustee | $23,207 | 2025 |
| Gerrard Wilson | Trustee | $23,207 | - |
| Gerrard Wilson | Trustee | $23,207 | 2024 |
| Tracey Hook | Trustee | $23,207 | 2025 |
| Dr Rāwiri Tinirau | Trustee | $23,207 | - |
| Dr Rāwiri Tinirau | Trustee | $23,207 | 2024 |
| Gerrard Wilson | Trustee | $23,207 | 2025 |
| Mahina Puketapu | Trustee | $23,207 | 2025 |
| Mahina Puketapu | Trustee | $15,471 | 2024 |
| Mahina Puketapu | Trustee | $15,471 | - |
| Peter Halligan | Trustee | $7,736 | - |
| Peter Halligan | Trustee | $7,736 | 2024 |
| Tracey Hook | Trustee | $0 | - |
| Peter Halligan | Trustee | - | 2025 |
| Tracey Hook | Trustee | - | 2024 |
Major Funders and Contracts (FY2024)
As disclosed in Te Ngakinga o Whanganui Investment Trust's annual report.
- Ngā Tāngata Tiaki o Whanganui — $48,000 — Service agreement for office and administrative services
Service Providers
- Spooner, Toy & Hood Ltd
- Silks Audit
- Bank of New Zealand
- Bank of New Zealand
- Spooner, Toy & Hood Ltd
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Te Ngakinga o Whanganui Investment Trust
Financial data as at March 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.
- No chair recorded on the registerNo 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.
$2.1M
$2.2M
$102.9M
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The purpose of the Trust is to receive, use and administer the Trust’s Funds exclusively for Charitable Purposes. The Trust was set up to manage and invest the assets of Nga Tangata Tiaki o Whanganui arising from the Treaty of Waitangi settlement with the Whanganui Iwi. The qualifying entities that distributions may be made to include maraes, hapu and tupuna rohe groups affiliated with Whanganui Iwi, related trusts and Te Awa Tupua.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 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 52 peers · Community Development · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2025Contact Details
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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. Last updated: 1 October 2026.
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