Wellington School of Medicine Surgical Research Trust — Education Charity in Wellington

Wellington School of Medicine Surgical Research Trust is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: The Trust seeks to raise support in the community for valuable surgical research work

Registration Number
CC45696
Charity Type
Charitable Trust
Registration Date
2010-11-11
Status
Active
Sector
Education
Location
Wellington, Wellington
Website
https://www.surgicaltrust.org.nz
Email
surgicaltrust@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

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

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (14)

  • Peter McMenamin — Trustee
  • Marg Jenner — Trustee
  • Derek Fry — Trustee
  • David Greenslade — Trustee (departed 2023-05-17)
  • Rebecca Reed — Trustee (departed 2023-11-22)
  • Rex Nicholls — Trustee (departed 2018-11-14)
  • Louise Jolliffe — Trustee (departed 2015-04-01)
  • Nicola Cloherty — Trustee (departed 2014-03-31)
  • Dan Ormond — Trustee (departed 2023-03-22)
  • Grant Kiddle — Chair
  • John Groom — Trustee
  • Julie Millar — Trustee
  • Robin Buxton — Trustee (departed 2018-06-13)
  • Geoffrey Horne — Trustee (departed 2016-03-31)

Similar Charities in Education

Wellington School of Medicine Surgical Research Trust logo
FunderEducationCharitable TrustTrust

Wellington School of Medicine Surgical Research Trust

CC45696Wellington, WellingtonRegistered 11 Nov 2010
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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.

  • Reserves high for operating size
    Reserves cover ~61 months of expenses on $59K revenue — very high for an operating charity this size

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

$59.2K

Expenses

$25.1K

Assets

$141.0K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The Trust seeks to raise support in the community for valuable surgical research work

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$59.2K
Total Expenses
$25.1K
Net Assets
$127.9K

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
32.8mo
Could operate 32.8 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

17
Score /100
Highly Concentrated
HHI: 8,313
High Concentration: 91% of revenue from Donations
Donations90.7%
Investment Income9.3%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$59K
#33/290
Reserve Months
0.0
#1/290
Surplus
$34K
#5/290
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

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
C+
2025
Score: 66.0
Financial: 91 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC45696
Entity TypeCharitable Trust
Registered11 Nov 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Apr 1992
Registered office
LEV J WARD SUPPORT BLOCK, Newtown, Wellington

Sector & Activities

Primary Sector
Education
Activities
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.