Waikato Health Trust — Health Charity in Hamilton

Waikato Health Trust is a Charitable Trust charity in the Health sector, based in Hamilton, Hamilton. CharityData rates this charity B (79.5/100). Annual revenue: $2.3M NZD. Financial data as at June 2025.

Mission: To fund health or disability services, related services or projects, health research or education and other appropriate health related purposes within the communities served by Health NZ Waikato

Registration Number
CC21046
Charity Type
Charitable Trust
Registration Date
2008-02-11
Status
Active
CharityData Rating
B (79.5/100)
Sector
Health
Location
Hamilton, Hamilton
Website
http://www.waikatodhb.govt.nz
Email
HealthTrust@waikatodhb.health.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$2.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$14.2M NZD
Net Assets
$14.2M NZD
Reserve Months
48.3 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.3M$0.2M$14.2M
2024$1.5M$0.0M$12.2M
2023$2.0M$0.7M$11.9M
2022$1.5M$0.8M$10.6M
2021$1.8M$0.8M$9.9M
2020$1.7M$1.6M$8.8M
2019$1.8M$0.9M$8.8M
2018$1.5M$0.5M$7.9M
2017$1.1M$0.4M$6.9M
2016$1.2M$0.6M$6.2M

CharityData Rating

Overall Grade
B
Overall Score
79.5/100
Financial Score
90
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.9%

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Rachel SwainTrustee2025-11-03
Bernadette DoubeTrustee2025-11-03
Angela IrwinTrustee2025-02-13
Martin GallagherTrustee2022-07-01

Former Officers (13)

  • Andrew Ellis — Trustee (departed 2025-02-21)
  • Christine Lowry — Trustee (departed 2024-11-20)
  • Mark Cawthorne — Trustee (departed 2022-09-09)
  • Margaret Wilson — Trustee (departed 2022-06-30)
  • Andrew McCurdie — Trustee (departed 2020-11-25)
  • Pippa Mahood — Trustee (departed 2019-05-08)
  • Lydia Aydon — Trustee (departed 2019-07-05)
  • Mary Gill — Trustee (departed 2015-12-31)
  • Maureen Chrystal — Trustee (departed 2019-03-08)
  • Alan Grainer — Trustee (departed 2010-08-11)
  • Brent Wiseman — Trustee (departed 2009-06-30)
  • angus Macdonald — Trustee (departed 2009-06-30)
  • Jeremy James Rickman — Trustee (departed 2009-06-30)

Similar Charities in Health

Waikato Health Trust logo
HealthCharitable Trust

Waikato Health Trust

CC21046Hamilton, HamiltonRegistered 11 Feb 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating4d ago

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

B
80/100
Financial
90
Governance
55
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 4. 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

$2.3M

Expenses

$248.9K

Assets

$14.2M

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

About

Mission

To fund health or disability services, related services or projects, health research or education and other appropriate health related purposes within the communities served by Health NZ Waikato

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$2.3M
Total Expenses
$248.9K
Net Assets
$14.2M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
91c
For every $1 spent, 91c reaches programs
Strong
Sustainability
48.3mo
Could operate 48.3 months with zero revenue
Over-capitalized
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

44
Score /100
Concentrated
HHI: 5,571
Donations66.9%
Investment Income33.1%

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

Rating Score
80
#35/112
Revenue
$2.3M
#73/112
Reserve Months
48.3
#1/112
Surplus
$2.0M
#16/112
Staff Cost %
0%
#1/112

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

Rating

B
Score: 79.5/100
Financial
90
Governance
55
Transparency
65
Why this grade: Financial 90 × 40% + Governance 55 × 60% = 69 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
8 years of audit history

Contact Details

Registration

Registration NumberCC21046
Entity TypeCharitable Trust
Registered11 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 Jan 1994
Registered office
Hockin Building Selwyn St Hamilton, Hamilton

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: 5 October 2026.