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Charity Summary


Charity Details

Te Kotahitanga O Ngāti Whakaue Assets Trust
CC41055
9429043186891
Registered

Registration details

25/06/2009
June 30

Name change history

Name Effective Date
Te Kotahitanga O Ngati Whakaue Assets Trust 26/06/2009
Te Kotahitanga O Ngāti Whakaue Assets Trust 12/12/2025

Address for service

PO Box 951
Rotorua
3040
1268 Arawa Street
Rotorua 3010
Rotorua
3010

Charity's other details

027 248 9401
027 248 9401
candice@whakaueassets.com
https://whakaue.com
https://www.facebook.com/ngatiwhakaueassetstrust/


Organisation with a focus on the following communities:

Affiliation with iwi and/or hapū, Focuses on outcomes for Māori, Ownership

https://www.register.charities.govt.nz/Charity/CC41055

Purpose & Structure

Charitable Purpose

The Trust's purpose is to support Ngati Whakaue whether it relates to the relief of poverty, the advancement of education, their socio-economic position, or religion or to any other purposes beneficial to Ngati Whakaue.

Note: The main sectors, activities and beneficiaries are bolded.

Other (please state)

(Provides grants in line with it's Distribution Policy.)

Community development

Education / training / research, Health, Environment / conservation, Marae on reservation land, Social services, Arts / culture / heritage, Economic development

Other (please state)

(Ngati Whakaue)

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
Ngāti Whakaue Investments LP (Non-Registered Entity) N/A

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 17/12/2025 $1,681,795 $1,042,580 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 28/02/2025 14/01/2025 $4,214,658 $1,003,862 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 31/12/2023 23/11/2023 $896,861 $924,714 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/11/2022 16/11/2022 $1,465,621 $505,662 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 29/03/2022 $1,236,926 $721,596 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 31/12/2020 16/11/2020 $1,282,763 $1,097,129 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 2/10/2019 $2,671,630 $1,053,252 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/11/2018 14/11/2018 $2,513,151 $845,763 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 30/10/2017 $1,488,547 $866,882 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2016 30/09/2016 28/10/2016 $629,619 $1,012,136 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This Annual Return will cover the financial period between 1 April 2023- 30 June 2024 (15 months) due to a balance date change

Officer Details

Officers

Officer Name Position Effective Date
Brook Taurua Grant Trustee 22/11/2025
Angela Aniata Grant Trustee 23/11/2024
Kerrie Anne Shelly Hancock Trustee 26/11/2022
James Rolleston Trustee 1/09/2012

Past Officers

Officer Name Position Past Since
Jason Rogers Trustee 22/11/2025
Tupara Eddie Mitchell Morrison Trustee 23/11/2024
Ana Morrison Trustee 26/11/2022
Katie Ann Priscilla Paul Trustee 7/06/2019
Tupara Morrison Trustee 26/10/2012
Jackie Aratema Trustee 22/09/2009
Andrew (anaru) Te Amo Trustee 29/06/2009
George Mutu Trustee 29/06/2009
Hokimatemai Kahukiwa Trustee 29/06/2009
Te Kiri Makareta Mitchell Trustee 29/06/2009

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
25/06/2025 NOC022
4/04/2024 NOC020
17/08/2023 NOC018
14/12/2022 NOC017
9/10/2019 NOC013
4/11/2015 NOC008
16/01/2013 NOC005
16/08/2012 AR004
11/08/2011 NOC004
7/01/2010 NOC003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.