# Estate of William Cunninghame McBroom

**Charities Register number:** CC28844
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Health
**ICNPO group:** Health
**Region:** Wellington
**NZBN:** 9429051206727
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Charitable Trust was set up to pay an income in perpetuity to the Taranaki District Health Board, or its successor (Health New Zealand as of 1 July 2022), to provide for public health and disability needs in the Waverley and Patea areas.

## CharityData rating

- **Not rated** — Small community organisation — the scorecard is not designed for entities at this scale.
- **Status code:** `community_group`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-02-28)

- **Total revenue:** NZ$79k
- **Total expenses:** NZ$77k
- **Surplus / deficit:** NZ$2k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$13k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b1434bbc-3415-f111-bb50-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-02-28 | NZ$79k | NZ$77k | NZ$2k | not disclosed |
| 2025-02-28 | NZ$79k | NZ$51k | NZ$28k | not disclosed |
| 2024-02-28 | NZ$74k | NZ$85k | NZ$-11k | NZ$2.23M |
| 2023-02-28 | NZ$70k | NZ$70k | not disclosed | NZ$2.27M |
| 2022-02-28 | NZ$76k | NZ$52k | not disclosed | NZ$2.26M |
| 2021-02-28 | NZ$64k | NZ$102k | not disclosed | not disclosed |
| 2020-02-28 | NZ$71k | NZ$20k | not disclosed | NZ$2.28M |
| 2019-02-28 | NZ$65k | NZ$51k | not disclosed | NZ$2.35M |
| 2018-02-28 | NZ$65k | NZ$74k | not disclosed | NZ$1 |
| 2017-02-28 | NZ$71k | NZ$70k | not disclosed | NZ$1.82M |

## Governance

- **Officers on the register:** 1 current
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28844) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/estate-of-william-cunninghame-mcbroom
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/estate-of-william-cunninghame-mcbroom/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/estate-of-william-cunninghame-mcbroom/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28844

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/estate-of-william-cunninghame-mcbroom. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T21:02:14.558Z.