The Plunket Foundation — Health Charity in Wellington
The Plunket Foundation is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C (61.4/100). Annual revenue: $0.9M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: The nature of the Foundation’s activities is for the advancement of Whānau Āwhina Plunket (The Royal New Zealand Plunket Trust) in promoting and supporting the functions of Whānau Āwhina Plunket, and to advocate and support the broad objectives of Whānau Āwhina Plunket. An endowment fund has been created to provide independent financial support to assist in those objectives.
- Registration Number
- CC35424
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C (61.4/100)
- Sector
- Health
- Location
- Wellington, Wellington
- tracey.ferguson@plunket.org.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau
Financial Summary
- Total Revenue
- $0.9M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $15.0M NZD
- Net Assets
- $14.9M NZD
- Reserve Months
- 5.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.9M | $0.5M | $14.9M |
| 2024 | $1.3M | $1.0M | $12.0M |
| 2023 | $1.2M | $0.5M | $11.7M |
| 2022 | $1.0M | $1.0M | $10.9M |
| 2021 | $1.0M | $0.7M | $10.9M |
| 2020 | $1.0M | $1.2M | $10.6M |
| 2019 | $1.2M | $0.9M | $10.8M |
| 2018 | $4.5M | $0.2M | $10.5M |
| 2017 | $0.9M | $0.6M | $6.3M |
| 2016 | $0.4M | $0.3M | $6.0M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 61.4/100
- Financial Score
- 78.5
- Governance Score
- 55
- Transparency Score
- 65
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 (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Alexander Skinner — Trustee (departed 2025-06-23)
- Edward Glennie — Trustee
- Brent Talbot — Trustee
- Jayne Brophy — Trustee (departed 2025-07-20)
- Mark Jurgeleit — Trustee (departed 2024-05-24)
- Helen Lake — Trustee
- Raphael Yan — Trustee (departed 2025-08-28)
- Henri Eliot — Trustee (departed 2022-12-14)
- Raymond Avery — Chair (departed 2015-04-23)
- Samuel Johnson — Trustee (departed 2016-06-30)
- Jillian Friedlander — Trustee (departed 2017-11-27)
- Graham Henry — Trustee (departed 2022-05-20)
- Carol Becker — Trustee (departed 2023-11-24)
- Donald Brash — Trustee (departed 2011-09-25)
- Kaye Crowther — Trustee (departed 2014-02-11)
- Peter Wilson — Trustee (departed 2015-06-08)
- Richie Poulton — Trustee (departed 2023-05-02)
- Carmel Fisher — Trustee (departed 2009-01-12)
- Katherine Rich — Trustee (departed 2014-02-11)
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The Plunket Foundation
Financial data as at June 2025. 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 4. 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.
$886.2K
$477.3K
$15.0M
Financial data from Charities Services annual return (FY2025). 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
The nature of the Foundation’s activities is for the advancement of Whānau Āwhina Plunket (The Royal New Zealand Plunket Trust) in promoting and supporting the functions of Whānau Āwhina Plunket, and to advocate and support the broad objectives of Whānau Āwhina Plunket. An endowment fund has been created to provide independent financial support to assist in those objectives.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 157 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
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. Last updated: 29 September 2026.
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