Wellbeing Charitable Trust Board — Health Charity in Auckland

Wellbeing Charitable Trust Board is a Charitable Trust charity in the Health sector, based in Auckland, Auckland. Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: Helping the migrant families to look after their family members’ health and wellbeing, we would like to build up a stronger community to help our migrant families.

Registration Number
CC50246
Charity Type
Charitable Trust
Registration Date
2014-02-24
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
cfs.eva@gmail.com
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
4
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M-
2024$0.2M$0.2M$0.0M
2023$0.1M$0.1M$0.1M
2022$0.2M$0.1M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.1M$0.1M$0.0M
2019$0.0M$0.1M$0.0M
2018$0.1M$0.1M-
2017$0.1M$0.1M$0.0M
2016$0.0M$0.0M-

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Raymond WongTrustee2025-07-17
Chu ZhengTrustee2025-07-16

Former Officers (11)

  • Xiafeng Chen — Chair
  • Chuxuan Zheng — Trustee (departed 2023-09-01)
  • Garrett Wong — Treasurer
  • Tong Geng — Trustee (departed 2020-07-06)
  • Bevan Chuang — Trustee (departed 2016-08-26)
  • Charlie Tang — Trustee
  • Elsie Chen — Trustee (departed 2020-06-26)
  • Eva Chen — Chair (departed 2014-07-03)
  • Ken Shi — Treasurer (departed 2014-07-03)
  • Ivan Yeo — Executive Officer (departed 2013-12-29)
  • Gerald Masters — Trustee (departed 2016-10-01)

Funding Sources

  • Foundation North — $7,000
  • Foundation North — $4,500

Similar Charities in Health

HealthCharitable Trust

Wellbeing Charitable Trust Board

CC50246Auckland, AucklandRegistered 24 Feb 2014
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$159.3K

Expenses

$75.5K

Assets

$124.3K

Staff

1

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

Funded By

Registered charities that have funded this organisation.

About

Mission

Helping the migrant families to look after their family members’ health and wellbeing, we would like to build up a stronger community to help our migrant families.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$159.3K
Total Expenses
$75.5K
Net Assets
-
Staff
1
employees
Volunteers
4

Financial Trends

Financial Trends (12 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
5.4mo
Could operate 5.4 months with zero revenue
Low reserves
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

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Other
Other99.0%
Investment Income1.0%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
0
#33/126
Revenue
$159K
#94/126
Reserve Months
0.0
#1/126
Surplus
$84K
#32/126
Staff Cost %
0%
#1/126

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2020
Clean
2 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC50246
Entity TypeCharitable Trust
Registered24 Feb 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Apr 2013
Registered office
Unit 1a, 761 Great South Road, Penrose, Auckland

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)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: 4 October 2026.