The Bay of Plenty Clinical School Charitable Trust — Health Charity in Tauranga
The Bay of Plenty Clinical School Charitable Trust is a Charitable Trust charity in the Health sector, based in Tauranga, Tauranga. Annual revenue: $1.9M NZD. Financial data as at March 2025.
Mission: To hold and apply such monies in real and personal property as may from time to time be vested in or held by the Trust Board for the benefit of the Research Unit for the support and functioning of the Research Unit and generally promote and assist in the advancement of medical research and activity for the benefit of the public by providing from time to time monies, plant, equipment, books, materials and things for the use of or expenditure by the Research Unit.
- Registration Number
- CC42456
- Charity Type
- Charitable Trust
- Registration Date
- 2009-10-05
- Status
- Active
- Sector
- Health
- Location
- Tauranga, Tauranga
- Data as at
- March 2025
Beneficiaries: Children / young people, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $1.9M NZD
- Total Expenses
- $1.8M NZD
- Total Assets
- $3.3M NZD
- Net Assets
- $2.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 8
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.9M | $1.8M | $2.9M |
| 2024 | $1.7M | $1.4M | $2.8M |
| 2023 | $1.5M | $1.2M | $2.5M |
| 2022 | $1.9M | $1.4M | $2.2M |
| 2021 | $1.3M | $1.2M | $1.6M |
| 2020 | $1.0M | $1.1M | $1.5M |
| 2019 | $1.2M | $0.9M | $1.6M |
| 2018 | $1.3M | $1.0M | $1.3M |
| 2017 | $1.2M | $0.9M | $1.0M |
| 2016 | $0.8M | $0.5M | $0.7M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (7)
- Phillip Balmer — Trustee (departed 2014-01-22)
- Sarah Mitchell — Trustee
- Jeff Hodson — Trustee
- Letham White — Trustee (departed 2019-03-11)
- Mark Fraundorfer — Trustee (departed 2009-12-08)
- Peter Gilling — Trustee
- Nell Dawson — Trustee (departed 2019-03-26)
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The Bay of Plenty Clinical School Charitable Trust
Financial data as at March 2025. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
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 3. 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.
$1.9M
$1.8M
$3.3M
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
About
To hold and apply such monies in real and personal property as may from time to time be vested in or held by the Trust Board for the benefit of the Research Unit for the support and functioning of the Research Unit and generally promote and assist in the advancement of medical research and activity for the benefit of the public by providing from time to time monies, plant, equipment, books, materials and things for the use of or expenditure by the Research Unit.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (15 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 111 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.
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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. Last updated: 4 October 2026.
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