Wakefield and Districts Health Trust — Health Charity in Wakefield
Wakefield and Districts Health Trust is a Charitable Trust charity in the Health sector, based in Wakefield, Wakefield. CharityData rates this charity C+ (69.8/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To be beneficial to the Wakefield and Districts Community by: (a) primarily but not solely maintaining a building adequate for the provision of medical services to and for the benefit of the community. (b) providing or otherwise facilitating the enhancement of medical and health related services to and for the benefit of the community. (c) providing the community with access to medical providers and services outside of the Wakefield and Districts community. (d) as further detailed in Trust Deed
- Registration Number
- CC54224
- Charity Type
- Charitable Trust
- Registration Date
- 2017-02-15
- Status
- Active
- CharityData Rating
- C+ (69.8/100)
- Sector
- Health
- Location
- Wakefield, Wakefield
- wdhealthtrust@gmail.com
- Data as at
- March 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $1.2M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 35.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.0M | $1.2M |
| 2024 | $0.1M | $0.0M | $1.1M |
| 2023 | $0.1M | $0.0M | $1.1M |
| 2022 | $0.1M | $0.0M | $1.0M |
| 2021 | $0.1M | $0.0M | $1.0M |
| 2020 | $0.1M | $0.0M | $0.9M |
| 2019 | $0.1M | $0.0M | $0.9M |
| 2018 | $0.0M | $0.0M | $0.8M |
| 2017 | - | - | - |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69.8/100
- Financial Score
- 67.5
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.7%
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Paul Baigent | Trustee | 2025-07-29 |
| Julie McLeod | Chair | 2021-09-14 |
| Susan Shaw | Trustee | 2021-07-27 |
| Christeen Mackenzie | Trustee | 2019-07-10 |
| Murray Hendrickson | Trustee | 2019-07-10 |
| Philippa de Hamel | Trustee | 2019-07-10 |
| Evan Baigent | Trustee | 2016-10-01 |
| Donald Ladley | Trustee | 2016-10-01 |
Former Officers (9)
- Jaap Noteboom — Trustee (departed 2021-07-27)
- Donald Everitt — Chair (departed 2025-07-29)
- Sonia Emerson — Trustee (departed 2022-07-26)
- Peter Mckenzie — Trustee (departed 2018-09-30)
- Stuart Watts — Trustee (departed 2018-07-25)
- Stuart Bryant — Trustee (departed 2021-07-27)
- Robert Chapman — Trustee (departed 2019-07-10)
- Joanne Mickleson — Trustee (departed 2019-07-10)
- Robert Croy — Trustee (departed 2019-03-31)
Similar Charities in Health
Wakefield and Districts Health Trust
Financial data as at March 2025. Sourced from Charities Services register.
$105.1K
$36.5K
$1.2M
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.
About
To be beneficial to the Wakefield and Districts Community by: (a) primarily but not solely maintaining a building adequate for the provision of medical services to and for the benefit of the community. (b) providing or otherwise facilitating the enhancement of medical and health related services to and for the benefit of the community. (c) providing the community with access to medical providers and services outside of the Wakefield and Districts community. (d) as further detailed in Trust Deed
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 125 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
C+Is this your charity?
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FY2023Contact Details
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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: 3 October 2026.
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