Nelson Medical Research and Education Trust — Education Charity in Nelson

Nelson Medical Research and Education Trust is a Charitable Trust charity in the Education sector, based in Nelson, Nelson. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: To support Research and Educational activities in clinical activities relevant to medical services at Nelson Hospital.

Registration Number
CC31543
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Nelson, Nelson
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
265.8 months of operating expenses
Staff Count
1
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.0M-
2023$5.1M$2.3M-
2022$0.0M$0.0M-
2021$0.1M$0.0M-
2020$0.0M$0.0M$2.1M
2019$0.0M$0.1M$2.1M
2018$0.1M$0.1M$2.1M
2017$0.1M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Robert HandleyTrustee2026-06-23

Former Officers (9)

  • Laurie Wing — Trustee (departed 2026-06-23)
  • Pamela Hale — Trustee
  • Evan Lanigan — Trustee
  • Bruce King — 25/09/11
  • Andrew Hamer — Trustee (departed 2014-12-31)
  • Malcolm Clark — Trustee (departed 2011-09-25)
  • James Bowyer — Trustee
  • Darryl Fry — Trustee (departed 2022-10-31)
  • Anthony Kirk — Trustee (departed 2009-08-25)

Similar Charities in Education

EducationCharitable Trust

Nelson Medical Research and Education Trust

CC31543Nelson, NelsonRegistered 30 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating4d ago

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

B-
74/100
Financial
78
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

$114.1K

Expenses

$120.6K

Staff

1

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.

About

Mission

To support Research and Educational activities in clinical activities relevant to medical services at Nelson Hospital.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$114.1K
Total Expenses
$120.6K
Net Assets
-
Staff
1
employees

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
265.8mo
Could operate 265.8 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 130 peers · Education · $100K – $1M

Rating Score
74
#19/131
Revenue
$114K
#124/131
Reserve Months
265.8
#1/131
Surplus
$-6K
#96/131
Staff Cost %
0%
#1/131

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC31543
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceSponsors / 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: 5 October 2026.