Well Foundation — Health Charity in Auckland

Well Foundation is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $3.0M NZD. Financial data as at June 2025.

Mission: Well Foundation in the official charity for North Shore Hospital, Waitākere Hospital and community health services across West Auckland, North Shore and Rodney. Well Foundation raises funds for projects to benefit the health and wellbeing of our communities that wouldn't happen otherwise.

Registration Number
CC32061
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Health
Location
Auckland, Auckland
Website
https://www.wellfoundation.org.nz
Email
info@wellfoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$3.0M NZD
Total Expenses
$2.7M NZD
Total Assets
$2.5M NZD
Net Assets
$1.5M NZD
Reserve Months
10.5 months of operating expenses
Staff Count
5
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$3.0M$2.7M$1.5M
2024$2.9M$2.7M$1.3M
2023$1.4M$5.6M$1.5M
2022$3.5M$3.4M$5.8M
2021$3.5M$1.2M$5.7M
2020$1.8M$0.6M$3.8M
2019$2.9M$1.4M$2.5M
2018$1.9M$1.2M$1.0M
2017$1.6M$1.7M$0.3M
2016$1.6M$1.5M$0.4M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (44)

  • Laura Chapman — Ex-Officio-Trustee
  • Lisa Li — Trustee
  • Robyn Redford — Trustee
  • Lorna Subritzky — Trustee
  • Mark G Shepherd — Ex-Offico-Trustee (departed 2025-04-24)
  • Janak de Zoysa — Trustee
  • Jonathan Christiansen — Ex-Officio-Trustee (departed 2025-06-19)
  • Bradley Healey — Ex-Officio-Trustee
  • Ruth Morse — CEO
  • Lindsay Zwart — Trustee (departed 2024-12-11)
  • Brian Chen — Trustee (departed 2024-10-22)
  • Elizabeth Blackwell — Trustee
  • John Cullen — Trustee (departed 2023-12-06)
  • Christopher Carter — Trustee (departed 2022-06-30)
  • Timothy Edmonds — CEO (departed 2023-12-15)
  • David Downs — Chair
  • Nuwanthie Samarakone — Trustee (departed 2024-01-15)
  • Jason Delamore — Trustee
  • Richard Conway — Trustee (departed 2020-11-13)
  • Kylie Clegg — Trustee (departed 2022-06-30)

Funding Sources

  • The Trusts Community Foundation Limited — $100,000
  • One Foundation — $10,000
  • Simplicity Foundation — $5,000

Similar Charities in Health

Well Foundation logo
FunderHealthTrustFoundation

Well Foundation

CC32061Auckland, AucklandRegistered 30 Jun 2008
Data updated: 4 days ago
Financials30 Jun 2025Rating2d ago

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$3.0M

Expenses

$2.7M

Assets

$2.5M

Staff

5

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthCommunity Development
Beneficiaries
General Public
Geographic Focus
AucklandNationwide

Funded By

Registered charities that have funded this organisation.

About

Mission

Well Foundation in the official charity for North Shore Hospital, Waitākere Hospital and community health services across West Auckland, North Shore and Rodney. Well Foundation raises funds for projects to benefit the health and wellbeing of our communities that wouldn't happen otherwise.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.0M
Total Expenses
$2.7M
Net Assets
$1.5M
Staff
5
employees
Volunteers
1

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
10.5mo
Could operate 10.5 months with zero revenue
Healthy
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

39
Score /100
Concentrated
HHI: 6,094
Other74.5%
Donations23.2%
Investment Income2.3%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
86
#10/68
Revenue
$3.0M
#22/68
Reserve Months
10.5
#1/68
Surplus
$247K
#30/68
Staff Cost %
0%
#1/68

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

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Registration

Registration NumberCC32061
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Apr 2014
Registered office
Level 2, 15 Shea Terrace, Takapuna, Auckland

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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: 28 September 2026.