The Whittaker Trust — Health Charity in Takaka

The Whittaker Trust is a Charitable Trust charity in the Health sector, based in Takaka, Takaka. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To provide funds for the health, well being, comfort and care of the sick and elderly of Golden Bay.

Registration Number
CC36453
Charity Type
Charitable Trust
Registration Date
2009-01-05
Status
Active
Sector
Health
Location
Takaka, Takaka
Email
r-j.lindsay@xtra.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Beneficiaries: Older people, Other charities, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 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$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (16)

  • Trudy Page — Trustee
  • Neil Batten — Trustee-Treasurer (departed 2016-11-02)
  • Jaine Lindsay — Trustee-Secretary
  • Karen Campbell — Chairperson/trustee
  • Violet Thelning — Trustee (departed 2014-04-05)
  • Sheryl Nalder — Trustee
  • Jonathan Bailey — Trustee (departed 2015-08-09)
  • Paula Miles — Treasurer-Trustee (departed 2016-08-31)
  • Sara Chapman — Trustee (departed 2018-07-25)
  • Rosemary Gregory — Trustee (departed 2012-05-21)
  • Belinda Barnes — Trustee (departed 2018-07-25)
  • Elizabeth Warren — Trustee (departed 2012-11-24)
  • Ian Fitz - William — Trustee (departed 2011-07-08)
  • Devon McLean — Trustee (departed 2012-09-04)
  • Jonathan Tidswell — Trustee (departed 2009-01-21)
  • David Whittaker — Trustee (departed 2009-04-03)

Similar Charities in Health

FunderHealthCharitable TrustTrust

The Whittaker Trust

CC36453Takaka, TakakaRegistered 5 Jan 2009
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$18.8K

Expenses

$17.8K

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

Funder Profile

Grantmaker

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

Funding Sectors
HealthCommunity Development
Beneficiaries
Elderly
Geographic Focus
Nationwide

About

Mission

To provide funds for the health, well being, comfort and care of the sick and elderly of Golden Bay.

Who We Serve

Beneficiaries
Older peopleOther charitiesPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$18.8K
Total Expenses
$17.8K
Net Assets
-

Financial Trends

Financial Trends (17 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
312.1mo
Could operate 312.1 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 215 peers · Health · Under $100K

Rating Score
0
#61/216
Revenue
$19K
#101/216
Reserve Months
0.0
#1/216
Surplus
$1K
#95/216
Staff Cost %
0%
#1/216

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 20 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Takaka, Takaka

Registration

Registration NumberCC36453
Entity TypeCharitable Trust
Registered5 Jan 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Aug 2008
Registered office
132 Rangihaeata Road Takaka Golden Bay NZ, Takaka

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella 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: 3 October 2026.