Taranaki Medical Foundation Incorporated — Health Charity in New Plymouth

Taranaki Medical Foundation Incorporated is a Incorporated Society charity in the Health sector, based in New Plymouth, New Plymouth. CharityData rates this charity B (77.4/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Promote and support continuing medical education and research amongst Taranaki doctors

Registration Number
CC23917
Charity Type
Incorporated Society
Registration Date
2008-05-05
Status
Active
CharityData Rating
B (77.4/100)
Sector
Health
Location
New Plymouth, New Plymouth
Email
info@taranakimedicalfoundation.co.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.7M NZD
Net Assets
$1.7M NZD
Reserve Months
6.1 months of operating expenses
Staff Count
10
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.7M
2024$0.1M$0.1M$1.6M
2023$0.3M$0.1M$1.6M
2022$0.0M$0.1M$1.5M
2021$0.0M$0.1M$1.8M
2020$0.1M$0.1M$1.6M
2019$0.0M$0.1M$1.6M
2018$0.1M$0.1M$1.6M
2017$0.1M$0.1M$1.5M
2016$0.1M$0.1M$1.4M

CharityData Rating

Overall Grade
B
Overall Score
77.4/100
Financial Score
78.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Ritwik KejriwalCommittee Member2020-10-21
Emily DavenportTreasurer2020-10-21
Duncan BrownChair2018-10-25
Matt DalmanChair2017-10-25

Former Officers (20)

  • Emma Thompson — Committee Member
  • Thomas Cartier — Committee Member
  • Charmaine Tarrant — Secretary (departed 2023-11-08)
  • David Grant — Committee Member (departed 2024-10-23)
  • Lyndsey Lupton — Committee Member
  • Nadja Gottfert — Secretary
  • Glenn Farrant — Chair (departed 2020-10-23)
  • Andrew Lewis — Committee Member (departed 2020-10-23)
  • Vivienne Law — Committee Member (departed 2017-10-25)
  • Madeleine Henderson — Committee Member (departed 2018-10-25)
  • Janette Hill — Secretary (departed 2020-10-23)
  • John Sanders — Committee Member (departed 2009-10-20)
  • John Duran — Committee Member (departed 2018-10-25)
  • David Talbot — Treasurer (departed 2009-10-20)
  • Dave Sampson — Committee Member (departed 2012-04-30)
  • Nicholas Steventon — Secretary (departed 2016-10-20)
  • Marie Henderson — President (departed 2009-10-20)
  • Ian Smiley — Committee Member (departed 2019-10-22)
  • David Sampson — Committee Member (departed 2012-04-30)
  • William Gilkison — Committee Member (departed 2013-10-17)

Similar Charities in Health

HealthIncorporated Society

Taranaki Medical Foundation Incorporated

CC23917New Plymouth, New PlymouthRegistered 5 May 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating3d ago

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

B
77/100
Financial
79
Governance
75
Transparency
65
Revenue

$70.0K

Expenses

$88.1K

Assets

$1.7M

Staff

10

Financial data from Charities Services annual return (FY2025). 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.

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

Promote and support continuing medical education and research amongst Taranaki doctors

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$70.0K
Total Expenses
$88.1K
Net Assets
$1.7M
Staff
10
employees
Volunteers
0

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
6.1mo
Could operate 6.1 months with zero revenue
Healthy
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

24
Score /100
Highly Concentrated
HHI: 7,635
High Concentration: 86% of revenue from Investment Income
Investment Income86.3%
Trading / Services13.7%

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
77
#9/216
Revenue
$70K
#26/216
Reserve Months
6.1
#1/216
Surplus
$-18K
#199/216
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

B
Score: 77.4/100
Financial
78.5
Governance
75
Transparency
65
Why this grade: Financial 79 × 40% + Governance 75 × 60% = 76 → B.
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

FY2017
Clean
2 years of audit history

Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC23917
Entity TypeIncorporated Society
Registered5 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated21 Sept 1965
Registered office
274 Korito Road, Rd 1, New Plymouth, 4371

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: 4 October 2026.