Robin S Allan Memorial Fund — Education Charity in Christchurch

Robin S Allan Memorial Fund is a registered charity in the Education sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity B- (70.1/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2024.

Mission: For the benefit of the Canterbury Museum for the support and functioning of the Geology Section of the Museum: - To promote and assist in the advancement of geology and geological studies and activities at the Museum - For the benefit of the public by providing monies, plant, equipment, books, materials and things for the use of or expenditure by the Museum in respect of its Geology Section - By the provision of grants, monies and the like for geological displays, public lectures and exhibitions, field work, attendances by Museum staff or other appointed persons at meetings and seminars - Support of visiting scientists, acquisition of geological specimens and for travel for geological purposes - For the attendance of persons at any course of study and encouragement of geological studies and provisions of scholarships and bursaries for the advancement of geology - For any other or further purposes as shall be recommended to the Board of Trustees by the Curator of Geology at the Museum.

Registration Number
CC27714
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.1/100)
Sector
Education
Location
Christchurch, Christchurch
Funder Status
Grant-making charity (endowment)
Data as at
March 2024

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.5M NZD
Net Assets
$0.5M NZD
Reserve Months
20.6 months of operating expenses
Volunteers
0
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$0.1M$0.0M$0.5M
2023$0.0M$0.0M$0.5M
2022$0.0M$0.0M$0.5M
2021$0.1M$0.0M$0.5M
2020$0.0M$0.0M$0.4M
2019$0.0M$0.0M$0.4M
2018$0.0M$0.0M$0.4M
2017$0.0M$0.0M$0.4M
2016$0.0M$0.0M$0.4M
2015$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B-
Overall Score
70.1/100
Financial Score
86.5
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.8%

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (5)

NameRoleAppointed
David AyersTrustee2024-12-09
James ShulmeisterTrustee2020-12-03
Kari BassettTrustee2009-10-07
Catherine ReidTrustee2008-02-21
Anthony WrightTrustee1996-03-30

Former Officers (3)

  • Michael McEvedy — Trustee (departed 2024-11-27)
  • Jarg Pettinga — Trustee (departed 2020-12-03)
  • Malcolm Laird — Trustee (departed 2009-10-07)

Similar Charities in Education

FunderEducationEndowment

Robin S Allan Memorial Fund

CC27714Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 5 days ago
Financials31 Mar 2024Rating5d ago

Financial data as at March 2024. Sourced from Charities Services register.

B-
70/100
Financial
87
Governance
65
Transparency
65

Reasons to look carefully (2)

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 5. 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.
  • Current annual return overdue
    The newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services 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

$55.2K

Expenses

$12.0K

Assets

$527.4K

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

For the benefit of the Canterbury Museum for the support and functioning of the Geology Section of the Museum: - To promote and assist in the advancement of geology and geological studies and activities at the Museum - For the benefit of the public by providing monies, plant, equipment, books, materials and things for the use of or expenditure by the Museum in respect of its Geology Section - By the provision of grants, monies and the like for geological displays, public lectures and exhibitions, field work, attendances by Museum staff or other appointed persons at meetings and seminars - Support of visiting scientists, acquisition of geological specimens and for travel for geological purposes - For the attendance of persons at any course of study and encouragement of geological studies and provisions of scholarships and bursaries for the advancement of geology - For any other or further purposes as shall be recommended to the Board of Trustees by the Curator of Geology at the Museum.

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$55.2K
Total Expenses
$12.0K
Net Assets
$514.4K
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
80c
For every $1 spent, 80c reaches programs
Strong
Sustainability
20.6mo
Could operate 20.6 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

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 297 peers · Education · Under $100K

Rating Score
70
#42/298
Revenue
$55K
#40/298
Reserve Months
20.6
#1/298
Surplus
$43K
#6/298
Staff Cost %
0%
#1/298

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

Rating

B-
Score: 70.1/100
Financial
86.5
Governance
65
Transparency
65
Why this grade: Financial 87 × 40% + Governance 65 × 60% = 74 → 70 after red-flag penalties → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC27714
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Jun 1977
Registered office
Canterbury Museum Rolleston Avenue Christchurch 8001, Christchurch

Sector & Activities

Primary Sector
Education
Activities
Makes 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: 6 October 2026.