Palmerston North Hospital Medical Trust — Education Charity in Palmerston North

Palmerston North Hospital Medical Trust is a Charitable Trust charity in the Education sector, based in Palmerston North, Palmerston North. CharityData rates this charity A- (85.5/100). Annual revenue: $0.3M NZD. Financial data as at September 2025.

Mission: To provide funding for the Palmerston North hospital in areas not funded by Government specifically in the enhancement of patient care. Funding is for equipment, staff education, academic awards and general grants

Registration Number
CC22394
Charity Type
Charitable Trust
Registration Date
2008-04-01
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Education
Location
Palmerston North, Palmerston North
Email
pnhmedtrust@gmail.com
Data as at
September 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.9M NZD
Net Assets
$2.9M NZD
Reserve Months
6.8 months of operating expenses
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.1M$2.9M
2024$0.4M$0.1M$2.7M
2023$0.1M$0.1M$2.4M
2022$0.1M$0.0M$2.4M
2021$0.4M$0.4M$2.6M
2020$0.2M$0.1M$2.6M
2019$0.4M$0.1M$2.5M
2018$0.1M$0.1M$2.3M
2017$0.6M$0.0M$2.2M
2016$0.1M$0.0M$1.6M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Anna CumingTrustee2026-09-14
Claire HardieTrustee2026-06-08
Gillian AllenTrustee2026-03-19
Derek WalkerTrustee2020-12-07
John BourkeTrustee2008-04-02
John Montague ChrispChair2008-04-02

Former Officers (18)

  • Colin Thompson — Trustee (departed 2026-06-08)
  • Yvonne Stilwell — Trustee (departed 2024-11-06)
  • Thomas Carter — Trustee (departed 2024-08-28)
  • Trevor Shailer — Trustee (departed 2024-12-09)
  • Nathalie de Vries — Trustee (departed 2022-07-20)
  • Curtis Walker — Trustee (departed 2020-08-31)
  • Celina Eves — Trustee (departed 2022-12-12)
  • patrizio Capasso — Trustee (departed 2018-03-19)
  • Michele Coghlan — Trustee (departed 2018-03-06)
  • Geoffrey Anderson — Trustee (departed 2016-06-14)
  • Anne Robertson — Trustee (departed 2013-06-15)
  • Anthony Gear — Trustee (departed 2011-09-12)
  • Richard Ogilvie Hay — Trustee (departed 2010-03-15)
  • Gordon Murray Kirk — Trustee (departed 2016-06-14)
  • Richard John Holmes — Trustee (departed 2009-06-22)
  • Ronald Wilfred Eglinton — Trustee (departed 2023-03-13)
  • Susan Elizabeth Wood — Trustee (departed 2013-04-24)
  • Susan Wood — Trustee (departed 2013-04-24)

Similar Charities in Education

EducationCharitable Trust

Palmerston North Hospital Medical Trust

CC22394Palmerston North, Palmerston NorthRegistered 1 Apr 2008
Data updated: 1 Nov 2026
Financials30 Sept 2025Rating1mo ago

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$314.6K

Expenses

$107.4K

Assets

$2.9M

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.

About

Mission

To provide funding for the Palmerston North hospital in areas not funded by Government specifically in the enhancement of patient care. Funding is for equipment, staff education, academic awards and general grants

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$314.6K
Total Expenses
$107.4K
Net Assets
$2.9M

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.8mo
Could operate 6.8 months with zero revenue
Healthy
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

1
Score /100
Highly Concentrated
HHI: 9,881
High Concentration: 99% of revenue from Investment Income
Investment Income99.4%
Donations0.6%

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

Peer Comparison

Ranked against 152 peers · Education · $100K – $1M

Rating Score
86
#5/153
Revenue
$315K
#80/153
Reserve Months
6.8
#1/153
Surplus
$207K
#16/153
Staff Cost %
0%
#1/153

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

Rating History

A-
2025
Score: 85.5
Financial: 90 | Governance: 75 | Transparency: 65
Current
C+
2024
Score: 65.5
Financial: 90 | Governance: 75 | Transparency: 65

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC22394
Entity TypeCharitable Trust
Registered1 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Nov 1969
Registered office
Street, Heretaunga, Palmerston North

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.