Robert Bartley Foundation — Health Charity in Whanganui
Robert Bartley Foundation is a Charitable Trust charity in the Health sector, based in Whanganui, Whanganui. Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: To provide local health services to the greater Whanganui region to improve health outcomes. The area of operation is the Whanganui area including Marton, Bulls, Taihape, Waiouru, Ohakune, Raetihi. This includes immunisatons, health checks, screening programmes, school based health services, and regional support for the Covid-19 Vaccines.
- Registration Number
- CC58757
- Charity Type
- Charitable Trust
- Registration Date
- 2021-02-26
- Status
- Active
- Sector
- Health
- Location
- Whanganui, Whanganui
- info@bartleyfoundation.org
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | $0.1M |
| 2025 | $0.1M | $0.1M | $0.1M |
| 2024 | $0.0M | $0.1M | $0.1M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.2M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Brendon Bartley | Trustee | 2021-02-23 |
| James Bibby | Trustee | 2021-02-17 |
| Angela Bartley | Trustee | 2021-02-17 |
| John Bartley | Trustee | 2021-02-17 |
| Ann Bartley | Trustee | 2021-02-17 |
| Avon Mcdonald | Trustee | 2021-02-17 |
| Sarah Bartley-Leguizamon | Trustee | 2021-02-12 |
Former Officers (1)
- Anthony Knight — Trustee (departed 2021-11-29)
Funding Sources
- New Zealand Community Trust — $15,000
- New Zealand Community Trust — $15,000
- New Zealand Community Trust — $15,000
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Robert Bartley Foundation
Financial data as at March 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. 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 our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) 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 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →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 7. 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.
$53.5K
$54.5K
$112.6K
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide local health services to the greater Whanganui region to improve health outcomes. The area of operation is the Whanganui area including Marton, Bulls, Taihape, Waiouru, Ohakune, Raetihi. This includes immunisatons, health checks, screening programmes, school based health services, and regional support for the Covid-19 Vaccines.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (5 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 250 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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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