BNZ Foundation — Health Charity in Auckland

BNZ 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 B+ (84.3/100). Annual revenue: $18.1M NZD. Financial data as at March 2025.

Mission: Education, relief of poverty, crisis relief and other purposes beneficial to the community, including environmental protection, restoration and conservation.

Registration Number
CC60688
Charity Type
Trust
Registration Date
2022-11-01
Status
Active
CharityData Rating
B+ (84.3/100)
Sector
Health
Location
Auckland, Auckland
Website
https://www.bnz.co.nz/bnzfoundation
Email
bnz_foundation@bnz.co.nz
Funder Status
Grant-making charity (corporate_foundation)
Data as at
March 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$18.1M NZD
Total Expenses
$1.7M NZD
Total Assets
$29.0M NZD
Net Assets
$27.5M NZD
Reserve Months
193.4 months of operating expenses
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$18.1M$1.7M$27.5M
2024$0.7M$0.6M$11.1M
2023$11.2M$0.2M$11.0M

CharityData Rating

Overall Grade
B+
Overall Score
84.3/100
Financial Score
92.5
Governance Score
65
Transparency Score
85
Program Spending Ratio
0.9%

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Daniel HugginsTrustee2022-09-09
Simon KwanTrustee2022-09-09
John McCarthyTrustee2022-09-09
Anna FlowerTrustee2022-09-06
Rebekah CainTrustee2022-09-06

Executive Compensation

NameRoleCompensationYear
Independent TrusteeIndependent Trustee$10,000-
Independent TrusteeIndependent Trustee$10,0002025
Board/Trustees (unpaid)Trustees$02025
Board/Trustees (unpaid)Trustees$0-

Service Providers

  • EY

Similar Charities in Health

BNZ Foundation logo
FunderHealthTrustCorporate Foundation

BNZ Foundation

CC60688Auckland, AucklandRegistered 1 Nov 2022
Data updated: 23 Sept 2026
Financials31 Mar 2025Rating4d ago

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

B+
84/100
Financial
93
Governance
65
Transparency
85

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

$18.1M

Expenses

$1.7M

Assets

$29.0M

Financial data from Charities Services annual return (FY2025). 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.

Funder Profile

Grantmaker

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

Funding Sectors
EducationEnvironmentSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Education, relief of poverty, crisis relief and other purposes beneficial to the community, including environmental protection, restoration and conservation.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$18.1M
Total Expenses
$1.7M
Net Assets
$27.5M

Financial Trends

Financial Trends (3 Years)

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
94c
For every $1 spent, 94c 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 Other
Other100.0%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
84
#5/11
Revenue
$18.1M
#4/11
Reserve Months
193.4
#1/11
Surplus
$16.4M
#1/11
Staff Cost %
0%
#1/11

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

Rating

B+
Score: 84.3/100
Financial
92.5
Governance
65
Transparency
85
Why this grade: Financial 93 × 40% + Governance 65 × 60% = 76 → B+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Auditor
EY

Contact Details

Registration

Registration NumberCC60688
Entity TypeTrust
Registered1 Nov 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Nov 2022
Registered office
Level 34, Pwc Tower, 15 Customs Street West, Auckland Central

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)

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: 30 September 2026.