Bidwill Trust Hospital Foundation — Health Charity in Timaru

Bidwill Trust Hospital Foundation is a Trust charity in the Health sector, based in Timaru, Timaru. This organisation also provides funding to other charities. CharityData rates this charity B (78.5/100). Annual revenue: $0.9M NZD. Financial data as at March 2025.

Bidwill Trust Hospital Foundation is part of the same organisation as Bidwill Trust Hospital (CC10899). Each registration files its own accounts.

Mission: The Trust was established by Trust Deed dated 11 April 1986 for charitable purposes in accordance with the Charitable Trusts Act 1957 and as a charity approved by the Income Tax Act 1975. Primary objectives include the provision of a Hospital or Hospitals of all kinds for the sick and infirm or any other like care, treatment and attention alone or in conjunction with any other non-profit making organisation.

Registration Number
CC10901
Charity Type
Trust
Registration Date
2007-08-21
Status
Active
CharityData Rating
B (78.5/100)
Sector
Health
Location
Timaru, Timaru
Funder Status
Grant-making charity (foundation)
Data as at
March 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.9M NZD
Total Expenses
$0.1M NZD
Total Assets
$5.1M NZD
Net Assets
$5.1M NZD
Reserve Months
18.2 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.9M$0.1M$5.1M
2024$0.4M$0.1M$4.3M
2023$0.1M$0.1M$4.1M
2022$0.2M$0.1M$4.1M
2021$0.2M$0.1M$4.0M
2020$0.1M$0.1M$3.6M
2019$0.6M$0.1M$3.6M
2018$0.2M$0.1M$3.0M
2017$0.1M$0.0M$2.8M
2016$0.4M$0.0M$2.7M

CharityData Rating

Overall Grade
B
Overall Score
78.5/100
Financial Score
80
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
David FormanTrustee2024-05-08
Richard SpackmanTrustee2023-04-03
Nicola ColemanTrustee2021-05-13
Nicola DonkersTrustee2021-04-12
Kalpesh HariSecretary/accountant2020-09-07
Samuel HerveyChair2020-09-07
Thomas GoughTrustee2019-12-02
Christopher GrayTrustee2017-05-23
David TempletonDeputy Chair2011-04-01

Former Officers (12)

  • Brent Love — Trustee (departed 2021-03-31)
  • Rene Van Den Bosch — Trustee (departed 2016-11-07)
  • Wendy Smith — Trustee (departed 2023-02-13)
  • Andrew Gerald Turnbull — Trustee (departed 2013-11-09)
  • Kenneth Francis McKenzie — Trustee (departed 2024-05-08)
  • Gerald Austin Morton — Trustee (departed 2021-03-22)
  • Allan John Robert — Trustee (departed 2019-12-02)
  • Roberta Mary Fraser — Trustee (departed 2008-10-31)
  • Mark William Russell Hervey — Trustee (departed 2019-12-02)
  • John Geoffrey Gilbert — Trustee (departed 2010-12-01)
  • Christopher John Stark — Board Secretary / Accountant (departed 2020-09-07)
  • William Taine — Trustee (departed 2011-03-31)

Similar Charities in Health

FunderHealthTrustFoundation

Bidwill Trust Hospital Foundation

CC10901Timaru, TimaruRegistered 21 Aug 2007
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

B
79/100
Financial
80
Governance
75
Transparency
65
Revenue

$854.5K

Expenses

$123.9K

Assets

$5.1M

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.

Relationship: related_entity

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
Health
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust was established by Trust Deed dated 11 April 1986 for charitable purposes in accordance with the Charitable Trusts Act 1957 and as a charity approved by the Income Tax Act 1975. Primary objectives include the provision of a Hospital or Hospitals of all kinds for the sick and infirm or any other like care, treatment and attention alone or in conjunction with any other non-profit making organisation.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$854.5K
Total Expenses
$123.9K
Net Assets
$5.1M
Volunteers
0

Financial Trends

Financial Trends (15 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
18.2mo
Could operate 18.2 months with zero revenue
Healthy
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

43
Score /100
Concentrated
HHI: 5,655
Donations70.2%
Investment Income26.8%
Other3.0%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
79
#9/158
Revenue
$855K
#11/158
Reserve Months
18.2
#1/158
Surplus
$731K
#1/158
Staff Cost %
0%
#1/158

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

Rating

B
Score: 78.5/100
Financial
80
Governance
75
Transparency
65
Why this grade: Financial 80 × 40% + Governance 75 × 60% = 77 → B.
View Full Score Breakdown

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Contact Details

Address
Timaru, Timaru

Registration

Registration NumberCC10901
Entity TypeTrust
Registered21 Aug 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Jul 1987
Registered office
39 George Street Timaru 7910, Timaru

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)

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: 28 September 2026.