Rodney Health Charitable Trust — Health Charity in Warkworth

Rodney Health Charitable Trust is a Trust charity in the Health sector, based in Warkworth, Warkworth. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.2/100). Annual revenue: $0.8M NZD. Financial data as at June 2025.

Mission: Provision of health services.

Registration Number
CC50688
Charity Type
Trust
Registration Date
2014-06-17
Status
Active
CharityData Rating
C+ (69.2/100)
Sector
Health
Location
Warkworth, Warkworth
Email
manager@bavagechapman.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.6M NZD
Total Assets
$13.7M NZD
Net Assets
$13.6M NZD
Reserve Months
1.5 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.6M$13.6M
2024$0.7M$0.7M$12.8M
2023$0.7M$0.6M$11.9M
2022$0.6M$0.4M$11.3M
2021$0.6M$0.5M$11.5M
2020$0.7M$0.6M$11.2M
2019$0.7M$0.4M$10.9M
2018$0.4M$0.4M$10.3M
2017$0.4M$0.3M$8.4M
2016$0.7M$0.3M$7.6M

CharityData Rating

Overall Grade
C+
Overall Score
69.2/100
Financial Score
71
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.5%

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (15)

  • Hamish Buick — Trustee
  • Terrence Banks — Trustee
  • Christopher Murphy — Trustee
  • Dr. Charles Palmer — Trustee
  • Trudy Caldwell — Trustee
  • John Gray — Trustee
  • William Boniface — Trustee (departed 2022-02-16)
  • Guy Scholefield — Trustee
  • Donald Hawkings — Trustee (departed 2022-06-13)
  • Edward Evans — Trustee (departed 2015-07-06)
  • Louise Densham — Trustee (departed 2022-10-13)
  • Wendy Hawkings — Trustee
  • Sara Lewis — Trustee
  • Brendon Hart — Trustee (departed 2025-05-14)
  • Vivien Quinn — Trustee (departed 2020-09-16)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rodney Health Charitable Trust

CC50688Warkworth, WarkworthRegistered 17 Jun 2014
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

C+
69/100
Financial
71
Governance
65
Transparency
65

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 9. 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

$785.7K

Expenses

$563.3K

Assets

$13.7M

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
Health
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Provision of health services.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$785.7K
Total Expenses
$563.3K
Net Assets
$13.6M
Volunteers
0

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
48c
For every $1 spent, 48c reaches programs
Needs attention
Sustainability
1.5mo
Could operate 1.5 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

48
Score /100
Concentrated
HHI: 5,177
Other59.4%
Investment Income40.6%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
69
#31/158
Revenue
$786K
#16/158
Reserve Months
1.5
#1/158
Surplus
$222K
#11/158
Staff Cost %
6%
#158/158

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

Rating

C+
Score: 69.2/100
Financial
71
Governance
65
Transparency
65
Why this grade: Financial 71 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC50688
Entity TypeTrust
Registered17 Jun 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 May 2014
Registered office
20 Auckland Road Warkworth 0910, Warkworth

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsProvides 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: 29 September 2026.