The Bridget, James And Marion Robinson Charitable TrustHealth Charity in Lyttelton

The Bridget, James And Marion Robinson Charitable Trust is a Trust charity in the Health sector, based in Lyttelton, Lyttelton. This organisation also provides funding to other charities. CharityData rates this charity B+ (83.3/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: Provision of opportunity and support for education, research and/or personal development for students and young people who would not otherwise receive financial support or scholarships, but who have potential. Provision of donations and support to other charitable organisations with similar aims. Special focus for students in areas of health, nutrition, physiology, and oncology.

Registration Number
CC31490
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (83.3/100)
Sector
Health
Location
Lyttelton, Lyttelton
Email
bridgetar64@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.6M NZD
Net Assets
$1.6M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$1.6M
2025$0.1M$0.1M$0.0M
2024$0.1M$0.0M$1.4M
2023$0.1M$0.0M-
2022$0.1M$0.0M-
2021$0.1M$0.0M-
2020$0.1M$0.0M-
2019$0.1M$0.0M-
2018$0.1M$0.0M-
2017$0.1M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
83.3/100
Financial Score
97.5
Governance Score
50
Transparency Score
50

Similar Charities in Health

FunderHealthTrustCharitable Trust

The Bridget, James And Marion Robinson Charitable Trust

CC31490Lyttelton, LytteltonRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

B+
83/100
Financial
98
Governance
50
Transparency
50
Revenue

$137.0K

Expenses

$67.7K

Assets

$1.6M

Financial data from Charities Services annual return (FY2026). 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
HealthEducation
Beneficiaries
Youth
Geographic Focus
Nationwide

About

Mission

Provision of opportunity and support for education, research and/or personal development for students and young people who would not otherwise receive financial support or scholarships, but who have potential. Provision of donations and support to other charitable organisations with similar aims. Special focus for students in areas of health, nutrition, physiology, and oncology.

Key Statistics

Annual Revenue
$137.0K
Total Expenses
$67.7K
Net Assets
$1.6M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c 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

47
Score /100
Concentrated
HHI: 5,283
Investment Income61.9%
Donations38.1%

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

Peer Comparison

Ranked against 161 peers · Health · $100K – $1M

Rating Score
83
#2/162
Revenue
$137K
#141/162
Reserve Months
0.0
#1/162
Surplus
$69K
#45/162
Staff Cost %
0%
#1/162

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

Rating

B+
Score: 83.3/100
Financial
97.5
Governance
50
Transparency
50
Why this grade: Financial 98 × 40% + Governance 50 × 60% = 69 → B+.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Lyttelton, Lyttelton

Registration

Registration NumberCC31490
Entity TypeTrust
Registered30 Jun 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: 11 September 2026.