The Bill Reid Memorial Trust — Health Charity in Wellington

The Bill Reid Memorial Trust is a Charitable Trust charity in the Health sector, based in Wellington, Wellington. CharityData rates this charity B+ (84.8/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: The relief & treatment of cancer patients and their families in special need in New Zealand

Registration Number
CC22272
Charity Type
Charitable Trust
Registration Date
2008-03-30
Status
Active
CharityData Rating
B+ (84.8/100)
Sector
Health
Location
Wellington, Wellington
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$0.3M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.3M$0.0M
2025$0.0M$0.0M$0.1M
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
B+
Overall Score
84.8/100
Financial Score
97.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Rose ReidTrustee1998-07-08
Charles ReidTrustee1998-07-08

Similar Charities in Health

HealthCharitable Trust

The Bill Reid Memorial Trust

CC22272Wellington, WellingtonRegistered 30 Mar 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

B+
85/100
Balance sheet from 2025 used (not reported this year)
Financial
98
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$151.2K

Expenses

$318.8K

Assets

$315.8K

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

The relief & treatment of cancer patients and their families in special need in New Zealand

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$151.2K
Total Expenses
$318.8K
Net Assets
$0

Financial Trends

Financial Trends (16 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
11.9mo
Could operate 11.9 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

15
Score /100
Highly Concentrated
HHI: 8,478
High Concentration: 92% of revenue from Other
Other91.7%
Investment Income8.3%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
85
#5/126
Revenue
$151K
#97/126
Reserve Months
0.0
#1/126
Surplus
$-168K
#120/126
Staff Cost %
0%
#1/126

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

Rating History

B+
2026
Score: 84.8
Financial: 98 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 73.9
Financial: 82 | Governance: 55 | Transparency: 65

Rating

B+
Score: 84.8/100
Financial
97.5
Governance
55
Transparency
65
Why this grade: Financial 98 × 40% + Governance 55 × 60% = 72 → B+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC22272
Entity TypeCharitable Trust
Registered30 Mar 2008
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individuals

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.