Newmarket Rotary Charitable Foundation — Education Charity in Auckland

Newmarket Rotary Charitable Foundation is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (76.2/100). Annual revenue: $0.2M NZD. Financial data as at June 2025.

Mission: The Foundation was established in 2002 by members of the Rotary Club of Newmarket as a vehicle to raise and hold funds which would form a capital base to support ongoing Club projects in years to come.

Registration Number
CC30188
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.2/100)
Sector
Education
Location
Auckland, Auckland
Email
rotarynewmarketsecretary@gmail.com
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

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

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.7M NZD
Net Assets
$1.6M NZD
Reserve Months
11.4 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$1.6M
2024$0.1M$0.1M$1.5M
2023$0.1M$0.1M$1.5M
2022$0.2M$0.0M$0.1M
2021$0.1M$0.0M$1.3M
2020$0.1M$0.1M$1.3M
2019$0.1M$0.1M$1.2M
2018$0.1M$0.1M$1.2M
2017$0.1M$0.0M$1.2M
2016$0.2M$0.1M$1.2M

CharityData Rating

Overall Grade
B
Overall Score
76.2/100
Financial Score
81
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
David BradshawTrustee2025-07-01
Warwick LeylandTrustee2025-07-01
John MeadowcroftTrustee2011-08-09
Brian McMathTrustee2010-07-01
Roger GowerTrustee2010-07-01
Richard SolomonTrustee2002-04-03

Former Officers (21)

  • David Jack — Trustee (departed 2026-06-30)
  • Bill Strand — Trustee (departed 2025-06-30)
  • John Hawke — Trustee (departed 2026-06-30)
  • Greg Carr — Trustee (departed 2023-06-30)
  • Michael Alison — Trustee (departed 2023-11-14)
  • Dave Birch — Trustee (departed 2024-04-30)
  • Scott Burridge — Trustee (departed 2022-06-30)
  • Colin Lucas — Trustee (departed 2022-06-30)
  • Michelle Smith — Trustee (departed 2019-06-30)
  • Simon Dalton — Trustee (departed 2024-06-30)
  • Patrick Learmonth — Trustee (departed 2017-06-30)
  • Richard Holden — Trustee (departed 2016-06-30)
  • IAIN MACKENZIE — Trustee (departed 2015-06-30)
  • Terry Hibbitt — Trustee (departed 2014-06-30)
  • Martin McGahan — Trustee (departed 2026-06-30)
  • Lindsay Pope — Trustee (departed 2015-12-09)
  • Ross Craig — Trustee (departed 2014-05-05)
  • John Douglas — Trustee (departed 2010-06-30)
  • Peter Ross — Trustee (departed 2010-06-30)
  • Ronald Seeto — Trustee (departed 2010-06-30)

Similar Charities in Education

FunderEducationCharitable TrustFoundation

Newmarket Rotary Charitable Foundation

CC30188Auckland, AucklandRegistered 30 Jun 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating3d ago

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

B
76/100
Financial
81
Governance
65
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 7. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$189.8K

Expenses

$81.4K

Assets

$1.7M

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.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Foundation was established in 2002 by members of the Rotary Club of Newmarket as a vehicle to raise and hold funds which would form a capital base to support ongoing Club projects in years to come.

Who We Serve

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

Key Statistics

Annual Revenue
$189.8K
Total Expenses
$81.4K
Net Assets
$1.6M
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
11.4mo
Could operate 11.4 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

45
Score /100
Concentrated
HHI: 5,499
Other66.6%
Investment Income32.6%
Donations0.9%

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

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
76
#13/131
Revenue
$190K
#94/131
Reserve Months
11.4
#1/131
Surplus
$108K
#26/131
Staff Cost %
0%
#1/131

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

Rating

B
Score: 76.2/100
Financial
81
Governance
65
Transparency
65
Why this grade: Financial 81 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC30188
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Jun 2002
Registered office
115B The Drive, Epsom, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 4 October 2026.