Eastern Bay of Plenty Community FoundationSocial Services Charity in Whakatane

Eastern Bay of Plenty Community Foundation is a Trust charity in the Social Services sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. CharityData rates this charity B- (73.9/100). Annual revenue: $1.6M NZD. Financial data as at March 2026.

Mission: To build a perpetual fund to fulfil philanthropic purposes within the Eastern Bay of Plenty. To establish and administer separate named funds within the Trust Fund in order to fulfil the wishes of individual donors who wish to support community organisations and any charitable purpose. To provide support, both financial and otherwise, for community organisations and for any other charitable purpose. To provide and encourage generosity among the people of the Eastern Bay of Plenty toward community organisations and any charitable purpose.

Registration Number
CC42087
Charity Type
Trust
Registration Date
2009-09-03
Status
Active
CharityData Rating
B- (73.9/100)
Sector
Social Services
Location
Whakatane, Whakatane
Email
admin@ebcf.nz
Funder Status
Grant-making charity (community_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$1.6M NZD
Total Expenses
$0.3M NZD
Total Assets
$3.5M NZD
Net Assets
$3.5M NZD
Reserve Months
132.5 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.6M$0.3M$3.5M
2025$0.8M$0.4M$2.1M
2024$0.6M$0.2M$1.6M
2023$0.4M$0.2M$1.5M
2022$0.6M$0.3M$1.3M
2021$0.2M$0.2M$1.0M
2020$0.1M$0.1M$0.6M
2019$0.1M$0.1M$0.5M
2018$0.1M$0.1M$0.3M
2017$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B-
Overall Score
73.9/100
Financial Score
73.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Cherie StevensonTrustee2025-12-10
Diane TurnerTrustee2025-12-10
Dean ColeTrustee2024-10-09
Christine MansellTreasurer Trustee2023-05-10
Jimmy HealTrustee2021-08-11
Paul NicolsonTrustee2021-08-11
Donald McLeodChair and Trustee2020-12-02
Vivienne BarrTrustee2018-10-24

Former Officers (19)

  • Petrina HayesTrustee (departed 2025-04-16)
  • Trina HayesTrustee (departed 2023-11-15)
  • Leisha ThompsonTrustee (departed 2023-08-08)
  • Annette Papuni-MclellanTrustee (departed 2023-02-08)
  • Bradley ShawTrustee (departed 2025-09-03)
  • Robyn WoolseyTrustee (departed 2026-08-19)
  • Helen StewartTrustee (departed 2018-09-26)
  • Grant LoweTrustee (departed 2025-09-03)
  • Douglas BullChair & Trustee (departed 2022-08-10)
  • Jacqui HughesTrustee (departed 2022-08-10)
  • Miles ManderTrustee (departed 2021-08-11)
  • Barney GrayTrustee (departed 2020-09-01)
  • Robyn TowerseyCo-Opted-Trustee (departed 2018-05-09)
  • Brendan HickeyTrustee (departed 2015-07-08)
  • Peter AnstisTrustee (departed 2021-08-11)
  • Bryan GouldTrustee (departed 2013-12-31)
  • Barbara CollisTrustee (departed 2013-12-31)
  • Raymond SharpTrustee (departed 2023-08-08)
  • Ian CraigTrustee (departed 2013-12-31)

Similar Charities in Social Services

FunderSocial ServicesTrustCommunity Trust

Eastern Bay of Plenty Community Foundation

CC42087Whakatane, WhakataneRegistered 3 Sept 2009
Data updated: 1 Sept 2026
Financials5mo agoRating11h ago

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

B-
74/100
Financial
74
Governance
75
Transparency
65
Revenue

$1.6M

Expenses

$314.8K

Assets

$3.5M

Staff

3

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

To build a perpetual fund to fulfil philanthropic purposes within the Eastern Bay of Plenty. To establish and administer separate named funds within the Trust Fund in order to fulfil the wishes of individual donors who wish to support community organisations and any charitable purpose. To provide support, both financial and otherwise, for community organisations and for any other charitable purpose. To provide and encourage generosity among the people of the Eastern Bay of Plenty toward community organisations and any charitable purpose.

Key Statistics

Annual Revenue
$1.6M
Total Expenses
$314.8K
Net Assets
$3.5M
Staff
3
employees

Financial Trends

Financial Trends (17 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
0mo
Could operate 0 months with zero revenue
Critical
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

13
Score /100
Highly Concentrated
HHI: 8,659
High Concentration: 93% of revenue from Donations
Donations92.9%
Investment Income4.9%
Other2.2%

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

Peer Comparison

Ranked against 67 peers · Social Services · $1M – $10M

Rating Score
74
#5/68
Revenue
$1.6M
#40/68
Reserve Months
132.5
#1/68
Surplus
$1.3M
#9/68
Staff Cost %
32%
#68/68

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

Rating History

B-
2026
Score: 73.9
Financial: 74 | Governance: 75 | Transparency: 65
Current
C+
2025
Score: 68.9
Financial: 71 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.9/100
Financial
73.5
Governance
75
Transparency
65
Why this grade: Financial 74 × 40% + Governance 75 × 60% = 74 → B-.
View Full Score Breakdown

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Contact Details

Address
Whakatane, Whakatane

Registration

Registration NumberCC42087
Entity TypeTrust
Registered3 Sept 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Mar 2024
Registered office
15 George Street, Whakatane

Sector & Activities

Primary Sector
Social Services

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: 12 September 2026.