Taranaki Foundation — Health Charity in New Plymouth

Taranaki Foundation is a Trust charity in the Health sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. CharityData rates this charity C (63.8/100). Annual revenue: $6.9M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: Purpose: To inspire a culture of giving and sharing in Taranaki. Mission & Vision: To empower stronger communities through impactful giving, driven by our donor-led approach. We do this by inspiring a culture of generosity, ensuring a thriving Taranaki for generations to come. Values: Integrity | Inclusive | Kaitiakitanga | Belief | Leadership | Collaborative.

Registration Number
CC51935
Charity Type
Trust
Registration Date
2015-05-22
Status
Active
CharityData Rating
C (63.8/100)
Sector
Health
Location
New Plymouth, New Plymouth
Email
info@taranakifoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: Children / young people, Other charities

Financial Summary

Total Revenue
$6.9M NZD
Total Expenses
$0.2M NZD
Total Assets
$12.5M NZD
Net Assets
$11.7M NZD
Reserve Months
756.7 months of operating expenses
Staff Count
6
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$6.9M$0.2M$11.7M
2024$4.0M$0.4M$6.7M
2023$3.0M$0.3M$3.4M
2022$1.3M$0.4M$2.1M
2021$0.5M$0.2M$1.2M
2020$0.3M$0.2M$0.9M
2019$0.2M$0.2M$0.8M
2018$0.4M$0.1M$0.7M
2017$0.4M$0.1M$0.5M
2016$0.3M$0.1M$0.2M

CharityData Rating

Overall Grade
C
Overall Score
63.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Maree SchumacherTrustee2024-09-06
Floyd WicksteedTrustee2024-09-06
Lindsay ThomsonTrustee2024-09-06
Aaron FoleyTrustee2023-11-29
Ainsley LuscombeTrustee2023-06-23
Marilyn DaviesTrustee2023-05-10
Phillip HintonTrustee2021-07-08
Daniel RadcliffeTrustee2021-07-08
Josh HickfordCEO2020-10-14
Bryce BarnettTrustee2020-05-13

Former Officers (15)

  • Selwyn Metcalfe — Trustee (departed 2025-02-27)
  • Loren Anderson — Trustee (departed 2024-08-07)
  • Mark Bowden — Trustee (departed 2024-06-06)
  • Sandy Smith — Trustee (departed 2021-10-05)
  • Kelvin Squire — Trustee (departed 2020-12-02)
  • Ross Fulton — Trustee (departed 2019-11-14)
  • Puna Wano-Bryant — Trustee (departed 2018-12-06)
  • Deborah McCallum — Trustee (departed 2020-09-21)
  • Bridget Burke — Trustee (departed 2021-10-05)
  • Anne Barron — Trustee (departed 2019-11-14)
  • Craig Williamson — Trustee (departed 2020-09-21)
  • Judith Nagel — Trustee (departed 2016-01-28)
  • David Marshall — Trustee (departed 2018-12-06)
  • Kenneth Horner — Trustee (departed 2023-05-10)
  • Paul Goldsmith — Trustee (departed 2023-05-10)

Funding Sources

  • New Zealand Community Trust — $1,000,000

Service Providers

  • Silks Audit

Similar Charities in Health

FunderHealthTrustFoundation

Taranaki Foundation

CC51935New Plymouth, New PlymouthRegistered 22 May 2015
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

C
64/100
Financial
78
Governance
65
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 10. 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

$6.9M

Expenses

$185.5K

Assets

$12.5M

Staff

6

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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.

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

Grantmaker

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

Funding Sectors
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Taranaki

About

Mission

Purpose: To inspire a culture of giving and sharing in Taranaki. Mission & Vision: To empower stronger communities through impactful giving, driven by our donor-led approach. We do this by inspiring a culture of generosity, ensuring a thriving Taranaki for generations to come. Values: Integrity | Inclusive | Kaitiakitanga | Belief | Leadership | Collaborative.

Who We Serve

Beneficiaries
Children / young peopleOther charities

Key Statistics

Annual Revenue
$6.9M
Total Expenses
$185.5K
Net Assets
$11.7M
Staff
6
employees
Volunteers
0

Financial Trends

Financial Trends (10 Years)

Revenue Breakdown

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 Donations
Donations100.0%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
64
#30/68
Revenue
$6.9M
#7/68
Reserve Months
756.7
#1/68
Surplus
$6.7M
#2/68
Staff Cost %
0%
#1/68

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

Rating

C
Score: 63.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → 64 after red-flag penalties → C.
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC51935
Entity TypeTrust
Registered22 May 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Oct 2015
Registered office
335 Devon Street East, New Plymouth, New Plymouth

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Sponsors / undertakes research

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: 29 September 2026.