Bowen Trust Board — Health Charity in Wellington
Bowen Trust Board is a Charitable Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C- (59.9/100). Annual revenue: $1.3M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: To provide financial support for the health and wellbeing of the community, including emergency response and research organisations, for the benefit of Wellington residents living within the boundaries of the Greater Wellington Regional Council.
- Registration Number
- CC33315
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (59.9/100)
- Sector
- Health
- Location
- Wellington, Wellington
- andrew.stewart@jbmorrison.com
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: General public, Older people
Financial Summary
- Total Revenue
- $1.3M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $13.6M NZD
- Net Assets
- $13.5M NZD
- Reserve Months
- 3.8 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.3M | $0.5M | $13.5M |
| 2025 | $0.0M | $0.5M | $12.7M |
| 2024 | $0.7M | $0.4M | $12.8M |
| 2023 | $0.5M | $0.4M | $12.1M |
| 2022 | $0.6M | $0.4M | $8.7M |
| 2021 | $0.9M | $0.5M | $8.5M |
| 2020 | $0.5M | $0.9M | $8.1M |
| 2019 | $0.6M | $0.3M | $8.5M |
| 2018 | $0.5M | $0.3M | $8.1M |
| 2017 | $0.7M | $0.2M | $8.0M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 59.9/100
- Financial Score
- 72
- Governance Score
- 65
- Transparency Score
- 65
- Program Spending Ratio
- 0.8%
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Grant Kiddle | Trustee | 2021-05-24 |
| Ross Dysart | Trustee | 2020-06-22 |
| Anna Moodie | Trustee | 2012-11-12 |
| John Morrison | Trustee | 2011-08-29 |
| Catherine Ferguson | Trustee | 2008-06-30 |
| Andrew Stewart | Trustee | 2008-06-30 |
| David Glasson | Trustee | 2008-06-30 |
Former Officers (6)
- Phillip Thomas — Trustee (departed 2020-02-24)
- Anthony Griffin — Trustee (departed 2026-08-10)
- Robert Hall — Trustee (departed 2011-02-14)
- David Waite — Trustee (departed 2008-08-25)
- Donald Scott — Trustee (departed 2011-11-21)
- Fiona Heron — Trustee (departed 2011-11-21)
Similar Charities in Health
Bowen Trust Board
Financial data as at March 2026. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 8. 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.
$1.3M
$460.6K
$13.6M
1
Financial data from Charities Services annual return (FY2026). 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide financial support for the health and wellbeing of the community, including emergency response and research organisations, for the benefit of Wellington residents living within the boundaries of the Greater Wellington Regional Council.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 91 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
C-Is this your charity?
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FY2024Contact Details
Registration
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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.
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