Estate of William Cunninghame McBroom — Health Charity in Wellington

Estate of William Cunninghame McBroom is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at February 2026.

Mission: The Charitable Trust was set up to pay an income in perpetuity to the Taranaki District Health Board, or its successor (Health New Zealand as of 1 July 2022), to provide for public health and disability needs in the Waverley and Patea areas.

Registration Number
CC28844
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Health
Location
Wellington, Wellington
Funder Status
Grant-making charity (other)
Data as at
February 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-02-28

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.1M$2.2M
2023$0.1M$0.1M$2.3M
2022$0.1M$0.1M$2.3M
2021$0.1M$0.1M-
2020$0.1M$0.0M$2.3M
2019$0.1M$0.1M$2.4M
2018$0.1M$0.1M$0.0M
2017$0.1M$0.1M$1.8M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee1903-04-09

Similar Charities in Health

FunderHealthTrustOther

Estate of William Cunninghame McBroom

CC28844Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials7mo agoRating4d ago

Financial data as at February 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.

  • Small board structure
    1 current officer 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

$78.6K

Expenses

$77.2K

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
Health
Beneficiaries
People with Disabilities
Geographic Focus
TaranakiNationwide

About

Mission

The Charitable Trust was set up to pay an income in perpetuity to the Taranaki District Health Board, or its successor (Health New Zealand as of 1 July 2022), to provide for public health and disability needs in the Waverley and Patea areas.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$78.6K
Total Expenses
$77.2K
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
2mo
Could operate 2 months with zero revenue
Critical
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

1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Other
Other99.5%
Investment Income0.5%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$79K
#27/266
Reserve Months
0.0
#1/266
Surplus
$1K
#109/266
Staff Cost %
0%
#1/266

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: 10 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC28844
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeTrust
Incorporated22 Mar 2023

Sector & Activities

Primary Sector
Health
Activities
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: 30 September 2026.