Bristol Trust — Social Services Charity in Christchurch
Bristol Trust is a Charitable Trust charity in the Social Services sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.7/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: To invest funds to earn income to be able to distribute to worthy charitable purposes.
- Registration Number
- CC49487
- Charity Type
- Charitable Trust
- Registration Date
- 2013-06-24
- Status
- Active
- CharityData Rating
- C+ (65.7/100)
- Sector
- Social Services
- Location
- Christchurch, Christchurch
- Jeff.Reed@pgtrust.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: Children / young people, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $4.3M NZD
- Net Assets
- $4.3M NZD
- Reserve Months
- 25.1 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.1M | $4.3M |
| 2025 | $0.3M | $0.1M | $4.2M |
| 2024 | $0.4M | $0.1M | $4.0M |
| 2023 | $0.1M | $0.2M | $3.8M |
| 2022 | $0.1M | $0.1M | $3.9M |
| 2021 | $0.1M | $0.1M | $3.8M |
| 2020 | $0.9M | $0.1M | $3.9M |
| 2019 | $0.1M | $1.5M | $3.1M |
| 2018 | $0.1M | $0.2M | $4.6M |
| 2017 | $0.1M | $0.4M | $4.7M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 65.7/100
- Financial Score
- 76
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (12)
- Matthew Hannah — Trustee
- Peter Williams — Trustee
- Margaret Reeve — Trustee
- Richard Brown — Trustee
- Raymond Williamson — Trustee (departed 2015-05-15)
- Marianne Hargreaves — Trustee-Secretary
- Jeffrey Reed — Trustee-Chairperson
- Cyril Wright — Trustee (departed 2017-07-17)
- Peggy Pickworth — Trustee (departed 2014-09-04)
- Sally-Anne Buck — Trustee (departed 2016-11-02)
- Trevor Bailey — Trustee (departed 2014-07-22)
- Judith Cooper — Trustee-Chairperson (departed 1922-10-18)
Similar Charities in Social Services
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- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Bristol Trust
Financial data as at March 2026. Sourced from Charities Services register.
$237.3K
$130.6K
$4.3M
Financial data from Charities Services annual return (FY2026). 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To invest funds to earn income to be able to distribute to worthy charitable purposes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial 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 169 peers · Social Services · $100K – $1M
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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FY2023Contact Details
Registration
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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.
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