Mercury Bay Community Fund — Social Services Charity in Whitianga
Mercury Bay Community Fund is a Trust charity in the Social Services sector, based in Whitianga, Whitianga. CharityData rates this charity C+ (66.4/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: To provide affordable rent to the elderly and disadvantaged. Also to give grants to community groups and individuals for specific purposes in our local area.
- Registration Number
- CC27952
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C+ (66.4/100)
- Sector
- Social Services
- Location
- Whitianga, Whitianga
- 705purangi@gmail.com
- Data as at
- June 2025
Beneficiaries: Children / young people, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.4M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 29.3 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.4M |
| 2024 | $0.1M | $0.1M | $0.4M |
| 2023 | $0.1M | $0.1M | $0.4M |
| 2022 | $0.1M | $0.1M | $0.4M |
| 2021 | $0.1M | $0.1M | $0.3M |
| 2020 | $0.1M | $0.1M | $0.3M |
| 2019 | $0.1M | $0.1M | $0.3M |
| 2018 | $0.1M | $0.1M | $0.3M |
| 2017 | $0.1M | $0.1M | $0.3M |
| 2016 | $0.1M | $0.1M | $0.3M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 66.4/100
- Financial Score
- 67
- Governance Score
- 65
- Transparency Score
- 65
- Program Spending Ratio
- 0.7%
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Rosemary Morcom — Treasurer
- Robyn Campbell — Trustee
- Yvette Simpson — Trustee
- Anna Horne — Trustee (departed 2024-02-20)
- Yvonne Franklin — Trustee
- Suzanne Cook — Trustee (departed 2021-06-17)
- Douglas Bourne — Trustee
- Graham Eccles — Trustee (departed 2021-10-21)
- John Stephenson — Secretary
- Elizabeth Grant — Treasurer (departed 2024-12-24)
- Judith Lee — Trustee (departed 2019-04-18)
- Mary Seymour-east — 01/07/2009 (departed 2013-01-18)
- Grant Clayton — Trustee (departed 2013-07-31)
- David Howarth — Trustee
- Alison Henry — Trustee
- Margaret Russell — Trustee (departed 2017-10-12)
- Michael Harper — Trustee (departed 2013-08-15)
- Raymond Morcom — Trustee (departed 2019-10-25)
- Ada Mccallum — Trustee (departed 2012-02-29)
- Harold Abrahamson — Trustee (departed 2009-02-28)
Funding Sources
- Pub Charity Limited — $102,006.75
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Mercury Bay Community Fund
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 7. 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.
$79.1K
$81.1K
$366.4K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
To provide affordable rent to the elderly and disadvantaged. Also to give grants to community groups and individuals for specific purposes in our local area.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 295 peers · Social Services · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Is this your charity?
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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: 30 September 2026.
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