Waipuna Hospice Foundation — Health Charity in Tauranga

Waipuna Hospice Foundation is a Charitable Trust charity in the Health sector, based in Tauranga, Tauranga. CharityData rates this charity B (76.8/100). Annual revenue: $0.2M NZD. Financial data as at June 2025.

Mission: The Waipuna Hospice Trust's purpose is to hold and grow the trust funds for the purpose of hospice services in the area primarily serviced by Waipuna Hospice Incorporated.

Registration Number
CC21852
Charity Type
Charitable Trust
Registration Date
2008-03-15
Status
Active
CharityData Rating
B (76.8/100)
Sector
Health
Location
Tauranga, Tauranga
Data as at
June 2025

Beneficiaries: Other charities, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$20.0M NZD
Net Assets
$18.6M NZD
Reserve Months
750.2 months of operating expenses
Staff Count
0
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.3M$18.6M
2024$0.8M$0.3M$19.0M
2023$1.9M$0.4M$17.7M
2022$4.3M$0.3M$18.1M
2021$0.5M$0.3M$13.0M
2020$0.6M$0.3M$12.2M
2019$1.3M$0.4M$11.3M
2018$0.5M$0.3M$9.5M
2017$0.5M$0.3M$8.7M
2016$0.5M$0.3M$7.8M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Andrew PlayerTrustee2025-02-11
Dominic JonesTrustee2024-08-08
Tracy Preston-lettTreasurer / Secretary2023-11-16
Sheena HendersonTrustee2023-05-18
Trevor WilkinsonTrustee2022-10-19
Simon Randall KebbellTrustee2021-08-05
Hamish MurrayChair2017-10-05

Former Officers (13)

  • Rebecca Callaghan — Trustee (departed 2024-11-21)
  • Craig McCord — Trustee (departed 2021-11-11)
  • Sara Lunam — Chair (departed 2025-11-05)
  • Colin Thomas — Trustee (departed 2023-11-16)
  • Jonathon Murie — Trustee (departed 2022-10-19)
  • Bruce Cameron — Chair (departed 2021-11-11)
  • Bernard Gillon — Trustee (departed 2023-11-16)
  • Neil Craig — Trustee (departed 2014-10-15)
  • Paul Adams — Trustee (departed 2015-08-05)
  • David Cooke — Trustee (departed 2014-10-15)
  • David Meldrum — Trustee (departed 2017-10-05)
  • Thomas Roper — Trustee (departed 2018-11-28)
  • Bruce McCutheon — Trustee (departed 2013-11-04)

Similar Charities in Health

HealthCharitable Trust

Waipuna Hospice Foundation

CC21852Tauranga, TaurangaRegistered 15 Mar 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating6d ago

Financial data as at June 2025. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$192.3K

Expenses

$296.8K

Assets

$20.0M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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.

About

Mission

The Waipuna Hospice Trust's purpose is to hold and grow the trust funds for the purpose of hospice services in the area primarily serviced by Waipuna Hospice Incorporated.

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$192.3K
Total Expenses
$296.8K
Net Assets
$18.6M
Staff
0
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 134 peers · Health · $100K – $1M

Rating Score
77
#16/135
Revenue
$192K
#91/135
Reserve Months
750.2
#1/135
Surplus
$-104K
#125/135
Staff Cost %
0%
#1/135

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC21852
Entity TypeCharitable Trust
Registered15 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Jun 2002
Registered office
43 Te Puna Station Rd Tauranga, Tauranga

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides other finance (e.g. investment funds)

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: 7 October 2026.