The EJ & MC O'Brien Trust — Health Charity in Lower Hutt
The EJ & MC O'Brien Trust is a Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity C- (56.2/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: Provision of assistance to the sick,aged,infirm,disabled,handicapped,destitute,poor,needy or helpless persons. Also assistance to organisations assisting those with mental disorder
- Registration Number
- CC26735
- Charity Type
- Trust
- Registration Date
- 2008-06-26
- Status
- Active
- CharityData Rating
- C- (56.2/100)
- Sector
- Health
- Location
- Lower Hutt, Lower Hutt
- pat.sheehan@pkfkendons.co.nz
- 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
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.2M |
| 2024 | $0.0M | $0.0M | $0.2M |
| 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 | $0.2M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 56.2/100
- Financial Score
- 81
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 5 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 (10)
- Anne Kooge — Trustee
- Esther Kelly — Trustee (departed 2022-10-12)
- James Boyle — Trustee (departed 2023-03-20)
- Kevin Plant — Trustee
- Ronald Mcgrath — Trustee
- Patrick Sheehan — Trustee
- Peter McLeod — Trustee
- John Grogan — Trustee (departed 2008-05-08)
- Patrick Clegg — Trustee (departed 2017-03-10)
- Peter Degerholm — Trustee (departed 2017-03-10)
Similar Charities in Health
- Bay of Islands Animal Rescue Trust — Health
- Pirirakau Hauora Charitable Trust — Health
- Whakaatu Whanaunga Trust — Health
- Hospice Eastern Bay of Plenty — Health
- Schizophrenia Fellowship Wellington Branch Incorporated — Health
The EJ & MC O'Brien Trust
Financial data as at March 2025. Sourced from Charities Services register.
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.
- No chair designatedBoard of 5 with no chair designated on the register
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.
$5.4K
$9.8K
$171.6K
Financial data from Charities Services annual return (FY2025). 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
Provision of assistance to the sick,aged,infirm,disabled,handicapped,destitute,poor,needy or helpless persons. Also assistance to organisations assisting those with mental disorder
Key Statistics
Financial Trends
Financial Trends (17 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 226 peers · Health · Under $100K
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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Registration
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. Last updated: 11 September 2026.
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