Western Bay of Plenty Health Foundation — Health Charity in Tauranga

Western Bay of Plenty Health Foundation is a Charitable Trust charity in the Health sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. CharityData rates this charity A- (89.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: Our purpose is to contribute to improved health outcomes in the Western Bay of Plenty (covering the areas of Tauranga City Council and Western Bay of Plenty District Council) in a meaningful and sustainable way. Our five key pillars are to improve facilities and equipment, enhance workforce capability (education and training), improve patient care, collaborate for improved health and wellbeing outcomes, and any other projects or services that are aligned with our purpose.

Registration Number
CC62062
Charity Type
Charitable Trust
Registration Date
2024-03-11
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Health
Location
Tauranga, Tauranga
Email
pete@exsomnis.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.1 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.0M
2025$1.0M$1.0M$0.0M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
65
Program Spending Ratio
1.0%

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Owen WallaceTrustee2024-09-20
Peter ChandlerChair2023-09-22
Sarah MitchellTrustee2023-09-22

Former Officers (2)

  • Michelle Crook — Trustee (departed 2025-08-15)
  • Garry Webber — Trustee (departed 2025-08-15)

Similar Charities in Health

FunderHealthCharitable TrustFoundation

Western Bay of Plenty Health Foundation

CC62062Tauranga, TaurangaRegistered 11 Mar 2024
Data updated: 4 days ago
Financials6mo agoRating5d ago

Financial data as at March 2026. Sourced from Charities Services register.

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

$52

Expenses

$1.5K

Assets

$13.1K

Financial data from Charities Services annual return (FY2026). 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
HealthEducation
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Our purpose is to contribute to improved health outcomes in the Western Bay of Plenty (covering the areas of Tauranga City Council and Western Bay of Plenty District Council) in a meaningful and sustainable way. Our five key pillars are to improve facilities and equipment, enhance workforce capability (education and training), improve patient care, collaborate for improved health and wellbeing outcomes, and any other projects or services that are aligned with our purpose.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$52
Total Expenses
$1.5K
Net Assets
$13.1K

Financial Trends

Financial Trends (2 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
73.2mo
Could operate 73.2 months with zero revenue
Over-capitalized
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 Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 234 peers · Health · Under $100K

Rating Score
90
#1/235
Revenue
$52
#229/235
Reserve Months
0.1
#1/235
Surplus
$-1K
#150/235
Staff Cost %
0%
#1/235

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
65
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC62062
Entity TypeCharitable Trust
Registered11 Mar 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated10 Jan 2024
Registered office
525 Cameron Road, Level 3, The Hub, 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 services (e.g. care / counselling)

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: 6 October 2026.