The Joan Mary Reynolds Charitable TrustHealth Charity in Auckland

The Joan Mary Reynolds Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (76.7/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Providing education funds for research in the health sector. Funding programs for youth development. Funding community programmes.

Registration Number
CC22636
Charity Type
Trust
Registration Date
2008-04-07
Status
Active
CharityData Rating
B (76.7/100)
Sector
Health
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
4.3 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M-
2024$0.1M$0.1M$1.1M
2023$0.1M$0.1M-
2022$0.0M$0.1M$1.1M
2021$0.0M$0.2M$1.3M
2020$0.0M$0.1M$1.4M
2019$0.2M$0.1M$1.5M
2018$0.0M$0.1M-
2017$0.2M$0.1M-
2016$0.1M$0.1M-

CharityData Rating

Overall Grade
B
Overall Score
76.7/100
Financial Score
86
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Rowan KingstoneTrustee2008-04-08
Lewis GrantTrustee2008-04-08

Similar Charities in Health

FunderHealthTrustCharitable Trust

The Joan Mary Reynolds Charitable Trust

CC22636Auckland, AucklandRegistered 7 Apr 2008
Data updated: 1 Sept 2026
Financials8mo agoRating15h ago

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

B
77/100
Balance sheet from 2024 used (not reported this year)
Financial
86
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

$35.7K

Expenses

$125.3K

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
HealthEducationCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Auckland

About

Mission

Providing education funds for research in the health sector. Funding programs for youth development. Funding community programmes.

Key Statistics

Annual Revenue
$35.7K
Total Expenses
$125.3K
Net Assets
-

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.5mo
Could operate 2.5 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 235 peers · Health · Under $100K

Rating Score
77
#9/236
Revenue
$36K
#84/236
Reserve Months
4.3
#1/236
Surplus
$-90K
#233/236
Staff Cost %
0%
#1/236

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

Rating History

B
2025
Score: 76.7
Financial: 86 | Governance: 55 | Transparency: 65
Current
B
2024
Score: 79.7
Financial: 86 | Governance: 65 | Transparency: 65

Rating

B
Score: 76.7/100
Financial
86
Governance
55
Transparency
65
Why this grade: Financial 86 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC22636
Entity TypeTrust
Registered7 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Sept 1997
Registered office
Tower One The Shortland Centre 51-53 Shortland Street Auckland, Auckland

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.