The Pat Farry Rural Health Education TrustHealth Charity in Wanaka

The Pat Farry Rural Health Education Trust is a Trust charity in the Health sector, based in Wanaka, Wanaka. CharityData rates this charity B- (70.9/100). Annual revenue: $0.0M NZD. Financial data as at March 2024.

Mission: The Pat Farry Rural Health Education Trust vision is to provide sustainable and quality health services for rural communities and small towns of New Zealand through education.

Registration Number
CC43918
Charity Type
Trust
Registration Date
2010-03-29
Status
Active
CharityData Rating
B- (70.9/100)
Sector
Health
Location
Wanaka, Wanaka
Email
patfarrytrust@gmail.com
Data as at
March 2024

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
345.3 months of operating expenses
Volunteers
0
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.0M-$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M$0.0M
2018$0.0M$0.1M$0.1M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M
2015$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
B-
Overall Score
70.9/100
Financial Score
73.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Simone FlightTrustee
  • Dr Jo Scott-jonesTrustee
  • Rob OlsenTrustee (departed 2020-03-31)
  • David GerrardPatron
  • Kirsty Murell-mcmillanTrustee (departed 2015-10-01)
  • Michele WilkieTrustee (departed 2013-09-28)
  • John HillockTrustee
  • Branko SijnjaTrustee
  • Stuart GowlandTrustee
  • Suzanne FarryTrustee
  • John FarryTrustee

Similar Charities in Health

HealthTrust

The Pat Farry Rural Health Education Trust

CC43918Wanaka, WanakaRegistered 29 Mar 2010
Data updated: Yesterday
Financials31 Mar 2024Ratingyesterday

Financial data as at March 2024. Sourced from Charities Services register.

B-
71/100
Balance sheet from 2023 used (not reported this year)
Financial
74
Governance
65
Transparency
65

Reasons to look carefully (2)

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 8. 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.
  • Current annual return overdue
    The newest annual return we hold is 29 months old — a more recent return may already be on the Charities Services 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.

Revenue

$1.0K

Expenses

$259

Financial data from Charities Services annual return (FY2024). 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.

About

Mission

The Pat Farry Rural Health Education Trust vision is to provide sustainable and quality health services for rural communities and small towns of New Zealand through education.

Key Statistics

Annual Revenue
$1.0K
Total Expenses
$259
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (14 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

27
Score /100
Highly Concentrated
HHI: 7,339
High Concentration: 84% of revenue from Donations
Donations84.2%
Investment Income15.8%

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

Peer Comparison

Ranked against 232 peers · Health · Under $100K

Rating Score
71
#18/233
Revenue
$1K
#211/233
Reserve Months
345.3
#1/233
Surplus
$774
#104/233
Staff Cost %
100%
#233/233

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

Rating

B-
Score: 70.9/100
Financial
73.5
Governance
65
Transparency
65
Why this grade: Financial 74 × 40% + Governance 65 × 60% = 68 → B-.
View Full Score Breakdown

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Contact Details

Address
Wanaka, Wanaka

Registration

Registration NumberCC43918
Entity TypeTrust
Registered29 Mar 2010
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.