Acorn Foundation — Health Charity in Tauranga
Acorn Foundation is a Trust charity in the Health sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. CharityData rates this charity F (19.5/100). Annual revenue: $41.7M NZD. Financial data as at June 2025.
Mission: Our vision is to connect generous people who care with causes that matter - forever. Our mission is to make the Western BOP a better place to live, work and play. We accomplish our goals by encouraging people to leave a gift in their Will, to participate in living giving, or to give to the community through Workplace Giving, Giving Circles or regular gifts to Community Group Funds. The capital in the fund is invested in perpetuity, while annual distributions are made from individual's endowment funds to local causes. At the heart of everything we do is building strong communities.
- Registration Number
- CC10784
- Charity Type
- Trust
- Registration Date
- 2007-08-06
- Status
- Active
- CharityData Rating
- F (19.5/100)
- Sector
- Health
- Location
- Tauranga, Tauranga
- info@acornfoundation.org.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $41.7M NZD
- Total Expenses
- $5.5M NZD
- Total Assets
- $107.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $41.7M | $5.5M | - |
| 2024 | $10.8M | $3.9M | - |
| 2023 | $10.9M | $3.8M | - |
| 2022 | $8.7M | $5.9M | - |
| 2021 | $19.1M | $1.8M | - |
| 2020 | $8.2M | $1.8M | - |
| 2019 | $8.3M | $1.4M | - |
| 2018 | $5.7M | $1.3M | - |
| 2017 | $3.3M | $0.8M | - |
| 2016 | $3.3M | $0.8M | - |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 19.5/100
- Financial Score
- 0
- Governance Score
- 65
- Transparency Score
- 65
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Lori Luke | CEO | $395,433 | 2022 |
| Beppie Holm | Trustee | - | 2024 |
| Michelle Malcolm | Chair | - | 2024 |
| Trish Jones | Trustee | - | 2024 |
| Beppie Holm | Trustee | - | 2023 |
| Michael Attwood | Trustee | - | 2023 |
| Michelle Malcolm | Deputy Chair | - | 2023 |
| Trish Jones | Trustee | - | 2023 |
| Larry Bilodeau | Trustee | - | 2023 |
| Brian Cloughley | Trustee | - | 2023 |
| Lesley Jensen | Chair | - | 2023 |
| Rohario Murray | Trustee | - | 2023 |
| Carlo Ellis | Trustee | - | 2023 |
| Lesley Jensen | Chair | - | 2022 |
| Trish Jones | Trustee | - | 2021 |
| Michael Attwood | Trustee | - | 2022 |
| Larry Bilodeau | Trustee | - | 2022 |
| Jo Wilson | Communications & Events Coordinator | - | 2021 |
| Brian Cloughley | Trustee | - | 2022 |
| Sarah Johnson | Operations Coordinator | - | 2021 |
| Carlo Ellis | Trustee | - | 2022 |
| Trish Jones | Trustee | - | 2022 |
| Rohario Murray | Trustee | - | 2022 |
| Emily Goulding | Marketing & Events Specialist | - | 2022 |
| Sarah Johnson | Operations Coordinator | - | 2022 |
| Rohario Murray | Trustee | - | 2024 |
| Margot McCool | Donor & Community Engagement Manager | - | 2022 |
| Frances Mole | Foundation Assistant | - | 2022 |
| Jo Wilson | Donor Relations & Scholarship Coordinator | - | 2022 |
Funding Sources
- Public Donations — $33,942,504 (individual)
- Investment Income — $7,744,134 (corporate)
Service Providers
- Lellman Wearne Limited
- William Buck
- William Buck Audit (NZ) Limited
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand Limited
- Bank of New Zealand Limited
- ASB
- Lellman Wearne Limited
- Craigs Investment Partners
- Craigs Investment Partners
- Burley Castle Hawkins
- Burley Castle Hawkins
Similar Charities in Health
- Hear For You Trust — Health
- Parents Of Vision Impaired (NZ) Incorporated — Health
- Parent To Parent New Zealand Incorporated — Health
- Insight Endometriosis Charitable Trust — Health
- Waimate District Resource Trust Inc — Health
Acorn Foundation
CC10784Tauranga, TaurangaRegistered 6 Aug 2007
Data updated: Yesterday
Financials9mo agoRatingyesterday
Financial data as at June 2025. Sourced from Charities Services register.
F
20/100
Reduced by penalties
Financial
0
Governance
65
Transparency
65
Revenue
$41.7M
Expenses
$5.5M
Assets
$107.0M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Arts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Bay of Plenty
About
Mission
Our vision is to connect generous people who care with causes that matter - forever. Our mission is to make the Western BOP a better place to live, work and play. We accomplish our goals by encouraging people to leave a gift in their Will, to participate in living giving, or to give to the community through Workplace Giving, Giving Circles or regular gifts to Community Group Funds. The capital in the fund is invested in perpetuity, while annual distributions are made from individual's endowment funds to local causes. At the heart of everything we do is building strong communities.
Key Statistics
Annual Revenue
$41.7M
Total Expenses
$5.5M
Net Assets
-
Staff
0
employees
Volunteers
-
Financial Trends
Financial Trends (18 Years)
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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 Other
Other100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 10 peers · Health · $10M – $50M
Rating Score
20
Revenue
$41.7M
Reserve Months
0.0
Surplus
$36.2M
Staff Cost %
12%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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FY2025Contact Details
Address
Tauranga, Tauranga
Registration
Registration NumberCC10784
Entity TypeTrust
Registered6 Aug 2007
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 17 April 2026.
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