Whakatane Community Health Trust — Health Charity in Tauranga

Whakatane Community Health Trust is a Charitable Trust charity in the Health sector, based in Tauranga, Tauranga. CharityData rates this charity B (79.7/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To receive and disseminate donations given for the purpose of providing health related benefits for the Eastern Bay of Plenty community

Registration Number
CC37009
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (79.7/100)
Sector
Health
Location
Tauranga, Tauranga
Data as at
March 2026

Beneficiaries: Children / young people, General public, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
57.1 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.1M$0.3M
2025$0.0M$0.0M$0.3M
2024$0.2M$0.0M$0.3M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
79.7/100
Financial Score
86
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
David HendersonChair2023-11-23
Kimberley ReedTrustee2019-12-03

Former Officers (7)

  • Jennifer Martelli — Trustee and Secretary (departed 2026-08-28)
  • Rachael Dadson — Trustee (departed 2025-10-31)
  • David van Dijk — Trustee (departed 2022-05-27)
  • Letham White — Trustee (departed 2018-02-09)
  • Lindsay Hyslop — Trustee (departed 2019-12-13)
  • Dorothy Gilliland — Trustee (departed 2014-08-25)
  • Karen Smith — Trustee (departed 2023-11-23)

Similar Charities in Health

HealthCharitable Trust

Whakatane Community Health Trust

CC37009Tauranga, TaurangaRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
80/100
Financial
86
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$9.1K

Expenses

$55.2K

Assets

$263.2K

Financial data from Charities Services annual return (FY2026). 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

To receive and disseminate donations given for the purpose of providing health related benefits for the Eastern Bay of Plenty community

Who We Serve

Beneficiaries
Children / young peopleGeneral publicPeople with disabilities

Key Statistics

Annual Revenue
$9.1K
Total Expenses
$55.2K
Net Assets
$261.3K

Financial Trends

Financial Trends (18 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
57.1mo
Could operate 57.1 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 215 peers · Health · Under $100K

Rating Score
80
#7/216
Revenue
$9K
#140/216
Reserve Months
57.1
#1/216
Surplus
$-46K
#209/216
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 History

B
2026
Score: 79.7
Financial: 86 | Governance: 65 | Transparency: 65
Current
B
2025
Score: 78.2
Financial: 80 | Governance: 75 | Transparency: 65

Rating

B
Score: 79.7/100
Financial
86
Governance
65
Transparency
65
Why this grade: Financial 86 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC37009
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Jul 1998
Registered office
Tauranga Hospital Cameron Road Tauranga, Tauranga

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceSponsors / 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: 3 October 2026.