The Bill Reid Memorial TrustHealth Charity in Wellington

The Bill Reid Memorial Trust is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.9/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: The relief & treatment of cancer patients and their families in special need in New Zealand

Registration Number
CC22272
Charity Type
Trust
Registration Date
2008-03-30
Status
Active
CharityData Rating
B- (73.9/100)
Sector
Health
Location
Wellington, Wellington
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.3M NZD
Net Assets
$0.1M NZD
Reserve Months
353.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.1M
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B-
Overall Score
73.9/100
Financial Score
82
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.8%

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Rose ReidTrustee1998-07-08
Charles ReidTrustee1998-07-08

Similar Charities in Health

FunderHealthTrustTrust

The Bill Reid Memorial Trust

CC22272Wellington, WellingtonRegistered 30 Mar 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

B-
74/100
Financial
82
Governance
55
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$14.1K

Expenses

$4.0K

Assets

$270.1K

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

The relief & treatment of cancer patients and their families in special need in New Zealand

Key Statistics

Annual Revenue
$14.1K
Total Expenses
$4.0K
Net Assets
$117.1K
Volunteers
0

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
79c
For every $1 spent, 79c reaches programs
Strong
Sustainability
0mo
Could operate 0 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

16
Score /100
Highly Concentrated
HHI: 8,395
High Concentration: 91% of revenue from Investment Income
Investment Income91.2%
Other8.8%

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

Peer Comparison

Ranked against 230 peers · Health · Under $100K

Rating Score
74
#9/231
Revenue
$14K
#134/231
Reserve Months
353.0
#1/231
Surplus
$10K
#53/231
Staff Cost %
0%
#1/231

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

Rating

B-
Score: 73.9/100
Financial
82
Governance
55
Transparency
65
Why this grade: Financial 82 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC22272
Entity TypeTrust
Registered30 Mar 2008
StatusRegistered

Sector & Activities

Primary Sector
Health

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: 13 September 2026.