Roger And Eileen Brunton Charitable TrustEducation Charity in Mosgiel

Roger And Eileen Brunton Charitable Trust is a Trust charity in the Education sector, based in Mosgiel, Mosgiel. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: The Relief of poverty and advancement of education, religion and other charitable purposes for the benefit of the community and the public good.

Registration Number
CC11052
Charity Type
Trust
Registration Date
2007-09-09
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Mosgiel, Mosgiel
Email
ebrunton11@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
97.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Anne SuttonTrustee2019-07-19
Michelle BruntonTrustee2012-09-07
Ruth CraigieTrustee2012-09-07
Eileen Margaret BruntonTrustee2007-08-30

Former Officers (2)

  • Roger Robert BruntonTrustee (departed 2011-08-10)
  • Russell James CassidyTrustee (departed 2019-07-19)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Roger And Eileen Brunton Charitable Trust

CC11052Mosgiel, MosgielRegistered 9 Sept 2007
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

B-
71/100
Financial
78
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. 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

$27.5K

Expenses

$2.4K

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Relief of poverty and advancement of education, religion and other charitable purposes for the benefit of the community and the public good.

Key Statistics

Annual Revenue
$27.5K
Total Expenses
$2.4K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (16 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
97mo
Could operate 97 months with zero revenue
Over-capitalized
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 353 peers · Education · Under $100K

Rating Score
71
#25/354
Revenue
$28K
#158/354
Reserve Months
97.0
#1/354
Surplus
$25K
#25/354
Staff Cost %
0%
#1/354

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Mosgiel, Mosgiel

Registration

Registration NumberCC11052
Entity TypeTrust
Registered9 Sept 2007
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 13 September 2026.