Rosmini Foundation — Education Charity in Auckland

Rosmini 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 C (63.9/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2024.

Mission: The Rosmini Foundation's charitable purpose is to: Provide buildings, grounds, facilities, equipment, books, capital works and other assets for or in connection with the education, sport and welfare of students attending Rosmini College. The provision of land, buildings, facilities and resources for the education and advancement of students attending Rosmini College. To assist individuals and charitable bodies to further charitable purpose within New Zealand.

Registration Number
CC57970
Charity Type
Charitable Trust
Registration Date
2020-06-24
Status
Active
CharityData Rating
C (63.9/100)
Sector
Education
Location
Auckland, Auckland
Funder Status
Grant-making charity (foundation)
Data as at
March 2024

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
1087.6 months of operating expenses
Volunteers
0
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M$0.2M
2023$0.0M$0.0M-
2022$0.1M$0.0M-
2021$0.0M--

CharityData Rating

Overall Grade
C
Overall Score
63.9/100
Financial Score
73.5
Governance Score
75
Transparency Score
65

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 (7)

NameRoleAppointed
Eunice BarnardSecretary2025-02-17
Iain GallieChair2023-01-01
John LisTreasurer2021-12-14
Paul ByrnesTrustee2020-08-03
Paul BlackwellTrustee2020-06-19
Robert TindallTrustee2020-06-19
Nixon CooperTrustee2020-06-19

Former Officers (2)

  • Shane Page — Chair (departed 2022-12-31)
  • Paul Fordham — Secretary (departed 2021-12-13)

Similar Charities in Education

FunderEducationCharitable TrustFoundation

Rosmini Foundation

CC57970Auckland, AucklandRegistered 24 Jun 2020
Data updated: 2 days ago
Financials31 Mar 2024Rating2d ago

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

C
64/100
Reduced by penalties
Financial
74
Governance
75
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.

  • 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

$6.1K

Expenses

$2.5K

Assets

$226.6K

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
EducationSocial ServicesSports & Recreation
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Rosmini Foundation's charitable purpose is to: Provide buildings, grounds, facilities, equipment, books, capital works and other assets for or in connection with the education, sport and welfare of students attending Rosmini College. The provision of land, buildings, facilities and resources for the education and advancement of students attending Rosmini College. To assist individuals and charitable bodies to further charitable purpose within New Zealand.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$6.1K
Total Expenses
$2.5K
Net Assets
$218.9K
Volunteers
0

Financial Trends

Financial Trends (4 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
1087.6mo
Could operate 1087.6 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

7
Score /100
Highly Concentrated
HHI: 9,287
High Concentration: 96% of revenue from Investment Income
Investment Income96.3%
Donations3.7%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
64
#41/290
Revenue
$6K
#215/290
Reserve Months
1087.6
#1/290
Surplus
$4K
#103/290
Staff Cost %
0%
#1/290

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

Rating

C
Score: 63.9/100
Financial
73.5
Governance
75
Transparency
65
Why this grade: Financial 74 × 40% + Governance 75 × 60% = 74 → 64 after red-flag penalties → C.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
3 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC57970
Entity TypeCharitable Trust
Registered24 Jun 2020
StatusRegistered

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: 3 October 2026.