Eliora Charitable TrustSocial Services Charity in Rotorua

Eliora Charitable Trust is a Trust charity in the Social Services sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Eliora Charitable Trust exists to support people or organisations who the trustees consider have the potential to achieve their goals through offering them financial assistance either directly or indirectly.

Registration Number
CC26829
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (74.3/100)
Sector
Social Services
Location
Rotorua, Rotorua
Email
Burgealex@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.9M NZD
Net Assets
$0.9M NZD
Reserve Months
115.1 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M$0.9M
2024$0.0M$0.1M$0.3M
2023$0.0M$0.1M$1.0M
2022$0.0M$0.1M$1.0M
2021$0.0M$0.1M$1.1M
2020$0.0M$0.1M$1.2M
2019$0.0M$0.2M$1.3M
2018$0.0M$0.2M$1.4M
2017$0.1M$0.2M$1.3M
2016$0.1M$0.1M$1.3M

CharityData Rating

Overall Grade
B-
Overall Score
74.3/100
Financial Score
82.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Natasha CianciTrustee2015-08-01
Alex Josef BurgeTrustee2008-06-30
Susan Jane BurgeTrustee2008-06-30

Former Officers (2)

  • Wendy WilsonTrustee (departed 2015-07-15)
  • Phillip Ian LawsTrustee (departed 2014-02-28)

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

Eliora Charitable Trust

CC26829Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials8mo agoRating14h ago

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

B-
74/100
Financial
83
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.

  • No chair designated
    Board of 3 with no chair designated on the register

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

$24.5K

Expenses

$94.0K

Assets

$901.4K

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.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Eliora Charitable Trust exists to support people or organisations who the trustees consider have the potential to achieve their goals through offering them financial assistance either directly or indirectly.

Key Statistics

Annual Revenue
$24.5K
Total Expenses
$94.0K
Net Assets
$901.4K

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
0mo
Could operate 0 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

9
Score /100
Highly Concentrated
HHI: 9,141
High Concentration: 96% of revenue from Other
Other95.5%
Investment Income4.5%

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

Peer Comparison

Ranked against 291 peers · Social Services · Under $100K

Rating Score
74
#11/292
Revenue
$25K
#131/292
Reserve Months
115.1
#1/292
Surplus
$-69K
#289/292
Staff Cost %
0%
#1/292

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

Rating History

B-
2025
Score: 74.3
Financial: 83 | Governance: 55 | Transparency: 65
Current
B
2024
Score: 79.7
Financial: 86 | Governance: 65 | Transparency: 65

Rating

B-
Score: 74.3/100
Financial
82.5
Governance
55
Transparency
65
Why this grade: Financial 83 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC26829
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Aug 2006
Registered office
56B Mountain Road, Western Heights, Rotorua

Sector & Activities

Primary Sector
Social Services

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: 11 September 2026.