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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|
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
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Well Foundation
Financial data as at June 2025. Sourced from Charities Services register.
$3.0M
$2.7M
$2.5M
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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
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 67 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.
Rating
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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: 28 September 2026.
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