Whakatane Community Health TrustHealth Charity in Tauranga

Whakatane Community Health Trust is a Trust charity in the Health sector, based in Tauranga, Tauranga. CharityData rates this charity B (78.2/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To receive and disseminate donations given for the purpose of providing health related benefits for the Eastern Bay of Plenty community

Registration Number
CC37009
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (78.2/100)
Sector
Health
Location
Tauranga, Tauranga
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
412.1 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.1M$0.3M
2025$0.0M$0.0M$0.3M
2024$0.2M$0.0M$0.3M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
78.2/100
Financial Score
79.5
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.8%

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Jennifer MartelliTrustee and Secretary2025-11-19
David HendersonTrustee & Chairperson2023-11-23
Kimberley ReedTrustee2019-12-03

Former Officers (6)

  • Rachael DadsonTrustee (departed 2025-10-31)
  • David van DijkTrustee (departed 2022-05-27)
  • Letham WhiteTrustee (departed 2018-02-09)
  • Lindsay HyslopTrustee (departed 2019-12-13)
  • Dorothy GillilandTrustee (departed 2014-08-25)
  • Karen SmithTrustee (departed 2023-11-23)

Similar Charities in Health

HealthTrust

Whakatane Community Health Trust

CC37009Tauranga, TaurangaRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRatingyesterday

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

B
78/100
Financial
80
Governance
75
Transparency
65
Revenue

$9.1K

Expenses

$55.2K

Assets

$263.2K

Financial data from Charities Services annual return (FY2026). 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

To receive and disseminate donations given for the purpose of providing health related benefits for the Eastern Bay of Plenty community

Key Statistics

Annual Revenue
$9.1K
Total Expenses
$55.2K
Net Assets
$261.3K

Financial Trends

Financial Trends (18 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
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 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 239 peers · Health · Under $100K

Rating Score
78
#8/240
Revenue
$9K
#160/240
Reserve Months
412.1
#1/240
Surplus
$-46K
#231/240
Staff Cost %
0%
#1/240

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

Rating

B
Score: 78.2/100
Financial
79.5
Governance
75
Transparency
65
Why this grade: Financial 80 × 40% + Governance 75 × 60% = 77 → B.
View Full Score Breakdown

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Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC37009
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Jul 1998
Registered office
Tauranga Hospital Cameron Road Tauranga, Tauranga

Sector & Activities

Primary Sector
Health

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: 11 September 2026.