E J Brenan Memorial Trust — Education Charity in Wellington

E J Brenan Memorial Trust is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (72.7/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The object of the EJ Brenan Memorial Trust is to further education relating to transport in New Zealand with particular emphasis on the road transport industry. To award grants to recipients for research into transport in New Zealand, to promote and encourage, usually by educational means, the role and problems associated with transport in New Zealand.

Registration Number
CC33079
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Education
Location
Wellington, Wellington
Email
kelly@transporting.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
310.8 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.7M
2023$0.0M$0.0M$0.6M
2022$0.0M$0.0M$0.4M
2021$0.0M$0.0M$0.4M
2020$0.0M$0.0M$0.6M
2019$0.0M$0.0M$0.6M
2018$0.0M$0.1M$0.6M
2017$0.0M$0.1M$0.6M

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Steven Doughty — Trustee (departed 2017-03-24)
  • Kelly Smith — Secretary
  • Deborah Brenssell — Trustee
  • Warwick Wilshier — Trustee
  • Neil Reid — Trustee (departed 2022-09-30)
  • Glenn Carroll — Trustee
  • Kenneth Winsloe — Trustee (departed 2022-09-30)
  • John Hickman — Trustee (departed 2014-07-16)
  • Warren Hamilton — Trustee (departed 2017-03-24)
  • Calven Bonney — Trustee (departed 2017-03-24)
  • Richard Riley — Trustee (departed 2012-11-20)
  • David Brenan — Trustee

Similar Charities in Education

FunderEducationCharitable TrustTrust

E J Brenan Memorial Trust

CC33079Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

B-
73/100
Balance sheet from 2024 used (not reported this year)
Financial
76
Governance
65
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 5. 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

$26.2K

Expenses

$17.2K

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
EducationArts & CultureSports & Recreation
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The object of the EJ Brenan Memorial Trust is to further education relating to transport in New Zealand with particular emphasis on the road transport industry. To award grants to recipients for research into transport in New Zealand, to promote and encourage, usually by educational means, the role and problems associated with transport in New Zealand.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$26.2K
Total Expenses
$17.2K
Net Assets
-

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
282mo
Could operate 282 months with zero revenue
Over-capitalized
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 289 peers · Education · Under $100K

Rating Score
73
#21/290
Revenue
$26K
#112/290
Reserve Months
310.8
#1/290
Surplus
$9K
#50/290
Staff Cost %
0%
#1/290

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

Rating History

B-
2026
Score: 72.7
Financial: 76 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
65
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC33079
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Oct 1975
Registered office
N Incorporated 3Rd Floor Newspaper House, 93 Boulcott Street, Wellington Central, Wellington

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Sponsors / undertakes research

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: 3 October 2026.