{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Wakefield and Districts Health Trust","slug":"wakefield-and-districts-health-trust","charities_register_number":"CC54224","nzbn":"9429045928284","status":"registered","registration_date":"2017-02-15","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Wakefield","city":"Wakefield","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To be beneficial to the Wakefield and Districts Community by:\r\n(a) primarily but not solely maintaining a building adequate for the provision of medical services to and for the benefit of the community.\r\n(b) providing or otherwise facilitating the enhancement of medical and health related services to and for the benefit of the community.\r\n(c) providing the community with access to medical providers and services outside of the Wakefield and Districts community.\r\n(d) as further detailed in Trust Deed","mission":"To be beneficial to the Wakefield and Districts Community by:\r\n(a) primarily but not solely maintaining a building adequate for the provision of medical services to and for the benefit of the community.\r\n(b) providing or otherwise facilitating the enhancement of medical and health related services to and for the benefit of the community.\r\n(c) providing the community with access to medical providers and services outside of the Wakefield and Districts community.\r\n(d) as further detailed in Trust Deed"},"rating":{"rated":true,"grade":"C+","score":69.8,"score_scale":"0-100","financial_score":67.5,"governance_score":75,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-03-31","total_revenue_nzd":105090,"total_expenses_nzd":36510,"surplus_deficit_nzd":68580,"total_assets_nzd":1211159,"total_liabilities_nzd":2170,"net_assets_nzd":1208989,"cash_reserves_nzd":107852,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ae625565-c30e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":105090,"total_expenses_nzd":36510,"surplus_deficit_nzd":68580,"net_assets_nzd":1208989,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ae625565-c30e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":97966,"total_expenses_nzd":26250,"surplus_deficit_nzd":71716,"net_assets_nzd":1140409,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=20f83676-eeef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":87202,"total_expenses_nzd":29118,"surplus_deficit_nzd":null,"net_assets_nzd":1068693,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d5a06ac7-53d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":73678,"total_expenses_nzd":20526,"surplus_deficit_nzd":null,"net_assets_nzd":1010606,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7c323162-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":71798,"total_expenses_nzd":20553,"surplus_deficit_nzd":null,"net_assets_nzd":957457,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dffd2802-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":72137,"total_expenses_nzd":20422,"surplus_deficit_nzd":null,"net_assets_nzd":906213,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0201ed61-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":72416,"total_expenses_nzd":26584,"surplus_deficit_nzd":null,"net_assets_nzd":854498,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c0b6a7d4-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":30119,"total_expenses_nzd":6745,"surplus_deficit_nzd":null,"net_assets_nzd":808666,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5d74b474-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":null,"total_expenses_nzd":null,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e0b43086-e392-e711-bde0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":8,"total_officers_recorded":17,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/wakefield-and-districts-health-trust","markdown":"https://charitydata.co.nz/api/v1/charities/wakefield-and-districts-health-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/wakefield-and-districts-health-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC54224","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T09:01:28.313Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}