The New Zealand Resident Doctors Association Education TrustHealth Charity in Auckland

The New Zealand Resident Doctors Association Education 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 (77.8/100). Annual revenue: $1.6M NZD. Financial data as at March 2026.

Mission: The purpose of the Trust is to provide assistance to further and protect the education and training of resident medical officers in all aspects of medical practice in New Zealand

Registration Number
CC30554
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (77.8/100)
Sector
Health
Location
Auckland, Auckland
Email
educationtrust@nzrda.org.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Financial Summary

Total Revenue
$1.6M NZD
Total Expenses
$1.2M NZD
Total Assets
$22.1M NZD
Net Assets
$22.0M NZD
Reserve Months
229.8 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.6M$1.2M$22.0M
2025$1.2M$0.7M$9.8M
2024$1.2M$0.5M$21.1M
2023$0.2M$0.8M$20.3M
2022$1.4M$0.2M$20.8M
2021$2.8M$0.2M$19.6M
2020$0.4M$0.2M$17.0M
2019$1.2M$0.4M$16.8M
2018$0.9M$0.3M$16.0M
2017$1.1M$0.3M$15.3M

CharityData Rating

Overall Grade
B
Overall Score
77.8/100
Financial Score
87.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Jessica SchadeTrustee2026-08-17

Former Officers (28)

  • Bill LuTrustee (departed 2026-08-16)
  • Michael PeeblesTrustee
  • Rosa Tobin StickingsTrustee
  • Anthony DriscollTrustee (departed 2024-12-05)
  • Alex HedleyTrustee (departed 2025-03-31)
  • Ralston D'SouzaTrustee (departed 2023-02-01)
  • Samuel AndersonTrustee (departed 2022-04-01)
  • Sammuel AndersonTrustee (departed 2021-03-26)
  • James AndersonTrustee (departed 2025-03-31)
  • Kathryn FosterTrustee (departed 2020-03-31)
  • Soane MisiloiTrustee (departed 2021-03-26)
  • Deralie FlowerAdvisory Trustee (departed 2023-02-01)
  • Courtney BrownTrustee (departed 2020-03-31)
  • Catherine SimpsonAdvisory Trustee (departed 2020-05-01)
  • Helen SaywellTrustee (departed 2017-03-31)
  • Brigid ConnorAdvisory Trustee (departed 2023-02-01)
  • Sara MoekeTrustee (departed 2018-03-31)
  • Timothy HopgoodTrustee (departed 2018-03-31)
  • Sara SimmonsTrustee (departed 2015-12-01)
  • Abbey JebbTrustee (departed 2014-03-21)

Similar Charities in Health

FunderHealthTrustTrust

The New Zealand Resident Doctors Association Education Trust

CC30554Auckland, AucklandRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRating23h ago

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

B
78/100
Financial
88
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$1.6M

Expenses

$1.2M

Assets

$22.1M

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
General Public
Geographic Focus
Nationwide

About

Mission

The purpose of the Trust is to provide assistance to further and protect the education and training of resident medical officers in all aspects of medical practice in New Zealand

Key Statistics

Annual Revenue
$1.6M
Total Expenses
$1.2M
Net Assets
$22.0M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

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

29
Score /100
Highly Concentrated
HHI: 7,126
High Concentration: 83% of revenue from Investment Income
Investment Income82.6%
Other17.4%

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

Peer Comparison

Ranked against 78 peers · Health · $1M – $10M

Rating Score
78
#5/79
Revenue
$1.6M
#69/79
Reserve Months
229.8
#1/79
Surplus
$409K
#32/79
Staff Cost %
0%
#1/79

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

Rating History

B
2026
Score: 77.8
Financial: 88 | Governance: 55 | Transparency: 65
Current
C
2025
Score: 63.0
Financial: 95 | Governance: 55 | Transparency: 65

Rating

B
Score: 77.8/100
Financial
87.5
Governance
55
Transparency
65
Why this grade: Financial 88 × 40% + Governance 55 × 60% = 68 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC30554
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: 12 September 2026.