WholeNZ Charitable TrustHealth Charity in Taupo

WholeNZ Charitable Trust is a Trust charity in the Health sector, based in Taupo, Taupo. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: The purpose of the Trust will be to educate and undertake activities to improve the health of New Zealanders particularly in regard to metabolic illness such as diabetes and heart disease. In particular the Trust will: 3.1 Establish and maintain a national Type 2 diabetes support network 3.2 Help educate individuals and stakeholder groups to improve the national response to metabolic illnesses 3.3 Undertake research to improve the national performance in managing metabolic illnesses

Registration Number
CC60805
Charity Type
Trust
Registration Date
2022-11-29
Status
Active
Sector
Health
Location
Taupo, Taupo
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Nicholas AlexanderTrustee2025-10-13
Grant SchofieldTrustee2025-10-13
Caryn ZinnTrustee2025-10-13
Glen DaviesTrustee2022-11-28
Stephen McClymontTrustee2022-11-28

Former Officers (2)

  • Leone TindleTrustee (departed 2022-11-28)
  • Leona TindleTrustee (departed 2025-10-13)

Similar Charities in Health

FunderHealthTrustCharitable Trust

WholeNZ Charitable Trust

CC60805Taupo, TaupoRegistered 29 Nov 2022
Data updated: 1 Sept 2026
Financials8mo agoRating3d ago

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

NR
Not ratedVolunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$5.0K

Expenses

$770

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

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The purpose of the Trust will be to educate and undertake activities to improve the health of New Zealanders particularly in regard to metabolic illness such as diabetes and heart disease. In particular the Trust will: 3.1 Establish and maintain a national Type 2 diabetes support network 3.2 Help educate individuals and stakeholder groups to improve the national response to metabolic illnesses 3.3 Undertake research to improve the national performance in managing metabolic illnesses

Key Statistics

Annual Revenue
$5.0K
Total Expenses
$770
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (3 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
123.5mo
Could operate 123.5 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 Donations
Donations100.0%

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

Peer Comparison

Ranked against 232 peers · Health · Under $100K

Rating Score
0
#29/233
Revenue
$5K
#181/233
Reserve Months
0.0
#1/233
Surplus
$4K
#78/233
Staff Cost %
0%
#1/233

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Taupo, Taupo

Registration

Registration NumberCC60805
Entity TypeTrust
Registered29 Nov 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Nov 2022
Registered office
147 Te Heu Heu Street, Taupo

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: 15 September 2026.