# The Allan and Joyce Ballantyne Medical and Surgical Education and Research Trust Board

**Charities Register number:** CC30742
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Christchurch
**NZBN:** 9429042844051
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To benefit mankind by advancing the cause of medical and surgical education and knowledge by establishing a trust to enable grants to be made to NZ citizen graduates of university medical schools.

## 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 2026-03-31)

- **Total revenue:** NZ$1k
- **Total expenses:** NZ$267k
- **Surplus / deficit:** NZ$-266k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$7k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4305b433-922d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$1k | NZ$267k | NZ$-266k | not disclosed |
| 2025-03-31 | NZ$13k | NZ$74k | NZ$-61k | not disclosed |
| 2024-03-31 | NZ$21k | NZ$71k | NZ$-50k | NZ$362k |
| 2023-03-31 | NZ$6k | NZ$245k | not disclosed | NZ$416k |
| 2022-03-31 | NZ$2k | NZ$75k | not disclosed | not disclosed |
| 2021-03-31 | NZ$14k | NZ$8k | not disclosed | not disclosed |
| 2020-03-31 | NZ$19k | NZ$73k | not disclosed | NZ$694k |
| 2019-03-31 | NZ$30k | NZ$7k | not disclosed | NZ$778k |
| 2018-03-31 | NZ$25k | NZ$7k | not disclosed | NZ$756k |
| 2017-03-31 | NZ$40k | NZ$84k | not disclosed | NZ$736k |

## Governance

- **Officers on the register:** 5 current (7 including former)
- **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=CC30742) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-03

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/the-allan-and-joyce-ballantyne-medical-and-surgical-education-and-research-trust-board
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-allan-and-joyce-ballantyne-medical-and-surgical-education-and-research-trust-board/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-allan-and-joyce-ballantyne-medical-and-surgical-education-and-research-trust-board/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30742

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-allan-and-joyce-ballantyne-medical-and-surgical-education-and-research-trust-board. 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 2026-10-03T13:52:35.918Z.