FROZEN FUNDS CHARITABLE TRUST — Health Charity in Wellington

FROZEN FUNDS CHARITABLE TRUST is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.2/100). Annual revenue: $0.3M NZD. Financial data as at March 2026.

Mission: Trust fund is an investment in end users of mental health and intellectual disablility services. The purpose of the Trust Fund are, to the extend that they are charitable purposes under the laws from time to time applying in New Zealand: Is to provide grants for projects run by, and for, people who use mental health or intellectual disability services; and, in particular (a) To provide assistance to people in New Zealand who have been or are users of mental health and/or intellectual disability services; and, in particular (b) To provide assistance to those people who are current or former patients of mental institutions and inpatient facilities in New Zealand.

Registration Number
CC10309
Charity Type
Trust
Registration Date
2007-05-20
Status
Active
CharityData Rating
B- (73.2/100)
Sector
Health
Location
Wellington, Wellington
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.4M NZD
Total Assets
$7.7M NZD
Net Assets
$7.6M NZD
Reserve Months
1.7 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.3M$0.4M$7.6M
2025$0.2M$0.4M$7.3M
2024$0.3M$0.4M$7.3M
2023$0.2M$0.3M$6.9M
2022$0.3M$0.3M$7.4M
2021$0.3M$0.4M$7.4M
2020$0.2M$0.3M$6.4M
2019$0.2M$0.2M$6.7M
2018$0.3M$0.2M$6.3M
2017$0.3M$0.2M$6.1M

CharityData Rating

Overall Grade
B-
Overall Score
73.2/100
Financial Score
81
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee2007-03-29

Similar Charities in Health

FunderHealthTrustCharitable Trust

FROZEN FUNDS CHARITABLE TRUST

CC10309Wellington, WellingtonRegistered 20 May 2007
Data updated: 5 days ago
Financials6mo agoRating3d ago

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

B-
73/100
Financial
81
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
    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

$290.5K

Expenses

$385.7K

Assets

$7.7M

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.

Funder Profile

Grantmaker

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

Funding Sectors
HealthArts & Culture
Beneficiaries
People with Disabilities
Geographic Focus
Nationwide

About

Mission

Trust fund is an investment in end users of mental health and intellectual disablility services. The purpose of the Trust Fund are, to the extend that they are charitable purposes under the laws from time to time applying in New Zealand: Is to provide grants for projects run by, and for, people who use mental health or intellectual disability services; and, in particular (a) To provide assistance to people in New Zealand who have been or are users of mental health and/or intellectual disability services; and, in particular (b) To provide assistance to those people who are current or former patients of mental institutions and inpatient facilities in New Zealand.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$290.5K
Total Expenses
$385.7K
Net Assets
$7.6M

Financial Trends

Financial Trends (19 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1.7mo
Could operate 1.7 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

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 157 peers · Health · $100K – $1M

Rating Score
73
#21/158
Revenue
$291K
#78/158
Reserve Months
1.7
#1/158
Surplus
$-95K
#149/158
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 History

B-
2026
Score: 73.2
Financial: 81 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65

Rating

B-
Score: 73.2/100
Financial
81
Governance
55
Transparency
65
Why this grade: Financial 81 × 40% + Governance 55 × 60% = 65 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10309
Entity TypeTrust
Registered20 May 2007
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)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: 29 September 2026.