Estate of Ruth Maud Ring Spencer — Health Charity in Auckland

Estate of Ruth Maud Ring Spencer is a Trust charity in the Health sector, based in Auckland, Auckland. CharityData rates this charity B- (73.6/100). Annual revenue: $0.2M NZD. Financial data as at July 2025.

Mission: To apply funds to assist in medical research conducted in New Zealand.

Registration Number
CC26768
Charity Type
Trust
Registration Date
2008-06-29
Status
Active
CharityData Rating
B- (73.6/100)
Sector
Health
Location
Auckland, Auckland
Data as at
July 2025

Beneficiaries: Other charities, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.7M NZD
Net Assets
$2.7M NZD
Reserve Months
17.9 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$2.7M
2024$0.1M$0.0M$2.5M
2023$0.1M$0.0M$2.4M
2022$0.1M$0.5M$2.3M
2021$0.1M$0.0M$2.9M
2020$0.1M$0.0M$2.5M
2019$0.1M$0.1M$2.4M
2018$0.1M$0.1M$2.2M
2017$0.1M$0.1M$2.1M
2016$0.1M$0.2M$2.1M

CharityData Rating

Overall Grade
B-
Overall Score
73.6/100
Financial Score
81.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (6)

  • JR Trustees (RSMR Trust) Limited — Trustee / Officer
  • Perpetual Trust Limited — Trustee
  • Israel Vaealiki — Trustee (departed 2025-09-09)
  • Richard Wilson — Trustee (departed 2025-09-09)
  • Ruth Spencer Medical Research Trust Board — Trustee (departed 2017-12-14)
  • The New Zealand Guardian Trust — Trustee (departed 2019-10-08)

Similar Charities in Health

HealthTrust

Estate of Ruth Maud Ring Spencer

CC26768Auckland, AucklandRegistered 29 Jun 2008
Data updated: 5 days ago
Financials31 Jul 2025Rating2d ago

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

B-
74/100
Financial
82
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

$198.9K

Expenses

$60.9K

Assets

$2.7M

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.

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 apply funds to assist in medical research conducted in New Zealand.

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$198.9K
Total Expenses
$60.9K
Net Assets
$2.7M
Volunteers
0

Financial Trends

Financial Trends (17 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
17.9mo
Could operate 17.9 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

19
Score /100
Highly Concentrated
HHI: 8,089
High Concentration: 89% of revenue from Investment Income
Investment Income89.3%
Other10.7%

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
74
#20/158
Revenue
$199K
#103/158
Reserve Months
17.9
#1/158
Surplus
$138K
#17/158
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: 73.6/100
Financial
81.5
Governance
55
Transparency
65
Why this grade: Financial 82 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26768
Entity TypeTrust
Registered29 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

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.