The Pohlen Foundation Trust — Health Charity in Matamata
The Pohlen Foundation Trust is a Charitable Trust charity in the Health sector, based in Matamata, Matamata. CharityData rates this charity B+ (82.7/100). Annual revenue: $1.6M NZD. Financial data as at September 2025.
Mission: To provide financial assistance to Pohlen Hospital for new equipment and improving facilities and amenities. Support the Hospital Trust Board's mission to provide quality healthcare and wellness services to the wider Matamata community.
- Registration Number
- CC10380
- Charity Type
- Charitable Trust
- Registration Date
- 2007-05-31
- Status
- Active
- CharityData Rating
- B+ (82.7/100)
- Sector
- Health
- Location
- Matamata, Matamata
- fundraising@pohlen.co.nz
- Data as at
- September 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $1.6M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $2.6M NZD
- Net Assets
- $2.6M NZD
- Reserve Months
- 35.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.6M | $0.4M | $2.6M |
| 2024 | $0.3M | $0.1M | $1.4M |
| 2023 | $0.6M | $0.1M | $1.2M |
| 2022 | $0.5M | $0.1M | $0.6M |
| 2021 | $0.1M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.2M | $0.2M |
| 2019 | $0.2M | $0.3M | $0.3M |
| 2018 | $0.4M | $0.2M | $0.3M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.6M | $1.0M | $0.1M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.7/100
- Financial Score
- 86
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Gillian Alexander | Trustee-Hospital-Representative | 2025-12-01 |
| Leanne Nola | Trustee | 2025-11-13 |
| Anthony Wright | Trustee | 2025-05-02 |
| Vaughan Nowell | Trustee | 2021-11-18 |
| Hayden Wright | Trustee | 2019-11-22 |
| Louise Trower | Chair | 2015-11-27 |
| Susan Bruce | Trustee | 2013-12-13 |
| Elisabeth Atherton | Trustee | 2010-12-19 |
Former Officers (24)
- Daniel Anglesey — Trustee-Hospital-Representative (departed 2025-12-01)
- Constance Hui — Trustee (departed 2025-05-14)
- Tony Wright — Trustee (departed 2025-05-02)
- Jodi Conning — Administration & Events Manager (departed 2026-09-10)
- Thomas Coats — Trustee (departed 2024-05-16)
- Ben Moore — Trustee (departed 2021-11-18)
- Alan Candy — Trustee (departed 2021-11-18)
- Jacob Henderson — Trustee (departed 2022-11-17)
- Stuart Koch — Trustee (departed 2016-11-23)
- Charlene Conner — Administrator (departed 2018-10-01)
- David Gasquoine — Trustee (departed 2018-11-23)
- Grant Wills — Trustee (departed 2019-11-22)
- Arlene Swap — Trustee (departed 2014-11-27)
- Lindsay Tisch — Trustee (departed 2011-08-25)
- Robin Steed — Trustee (departed 2013-12-13)
- Craig Green — Trustee (departed 2009-10-15)
- Judith Challis — Secretary (departed 2015-10-03)
- Jocelyn Hoebergen — Trustee (departed 2010-12-19)
- Richard Wylie — Trustee (departed 2011-12-09)
- Ewan Atherton — Trustee (departed 2012-12-14)
Similar Charities in Health
The Pohlen Foundation Trust
Financial data as at September 2025. Sourced from Charities Services register.
$1.6M
$367.1K
$2.6M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
To provide financial assistance to Pohlen Hospital for new equipment and improving facilities and amenities. Support the Hospital Trust Board's mission to provide quality healthcare and wellness services to the wider Matamata community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 111 peers · Health · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Sector & Activities
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.
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