The Etū Welfare Trust — Social Services Charity in Auckland

The Etū Welfare Trust is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity B- (72.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

The Etū Welfare Trust is part of the same organisation as The Etū Training & Education Foundation (CC35723). Each registration files its own accounts.

Mission: The principal activity of the Fund is to provide financial relief, funeral grants, disability and financial hardship allowances to members of Etū Incorporated.

Registration Number
CC37995
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72.5/100)
Sector
Social Services
Location
Auckland, Auckland
Email
priya.baskaran@etu.nz
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
1809.9 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.0M-
2025$0.2M$0.0M-
2024$0.1M$0.0M$2.8M
2023$0.1M$0.0M-
2022$0.0M$0.0M-
2021$0.1M$0.0M$2.4M
2020$0.1M$0.0M$2.4M
2019$0.1M$0.0M$2.3M
2018$0.0M$0.0M-
2017$0.1M$0.0M$1.7M

CharityData Rating

Overall Grade
B-
Overall Score
72.5/100
Financial Score
80
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (18)

  • Gadiel Asiata — Trustee
  • Rachel Mackintosh — National Secretary / Trustee
  • Annabel Newman — Assistant National Secretary
  • Sivapriya Baskaran — Financial Controller
  • William Newson — Trustee (departed 2023-11-04)
  • John Ryan — Trustee (departed 2019-07-31)
  • Muriel Tunoho — Trustee (departed 2026-07-16)
  • Helen Lawrence — Trustee (departed 2014-12-11)
  • Mischelle Moriarty — Trustee (departed 2017-06-27)
  • Blair Heming — Central Senior Regional Convenor (departed 2013-06-13)
  • Andrew Woolhouse — Southern Senior Regional Convenor (departed 2017-08-01)
  • Paul Thomson — Trustee (departed 2012-10-18)
  • Alistair Couling — Trustee (departed 2012-10-18)
  • Tim Nuku — Trustee (departed 2010-08-25)
  • Gerard O'Connell — Trustee (departed 1917-05-01)
  • Raymond Pilley — Trustee (departed 2010-08-25)
  • Donald Pryde — Trustee (departed 2022-07-20)
  • James Jackson — Trustee (departed 2010-08-25)

Similar Charities in Social Services

Social ServicesCharitable Trust

The Etū Welfare Trust

CC37995Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating3d ago

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

B-
73/100
Balance sheet from 2024 used (not reported this year)
Financial
80
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

$125.8K

Expenses

$18.7K

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.

Relationship: related_entity

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 principal activity of the Fund is to provide financial relief, funeral grants, disability and financial hardship allowances to members of Etū Incorporated.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$125.8K
Total Expenses
$18.7K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1973.9mo
Could operate 1973.9 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 150 peers · Social Services · $100K – $1M

Rating Score
73
#15/151
Revenue
$126K
#134/151
Reserve Months
1809.9
#1/151
Surplus
$107K
#21/151
Staff Cost %
0%
#1/151

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

Rating History

B-
2026
Score: 72.5
Financial: 80 | Governance: 55 | Transparency: 65
Current
C-
2025
Score: 58.3
Financial: 84 | Governance: 65 | Transparency: 65

Rating

B-
Score: 72.5/100
Financial
80
Governance
55
Transparency
65
Why this grade: Financial 80 × 40% + Governance 55 × 60% = 65 → B-.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC37995
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.