Rotary Club Of Ngāmotu Charitable Trust BoardEducation Charity in New Plymouth

Rotary Club Of Ngāmotu Charitable Trust Board is a Trust charity in the Education sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: The Trust's purpose is to provide low cost housing for low income single pensioners, to offer support to students for education, and general support to the community.

Registration Number
CC29979
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (67.3/100)
Sector
Education
Location
New Plymouth, New Plymouth
Email
nrctchairman@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.8M NZD
Net Assets
$1.8M NZD
Reserve Months
2.5 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.8M
2024$0.1M$0.1M$1.7M
2023$0.1M$0.1M$1.1M
2022$0.1M$0.0M$1.0M
2021$0.1M$0.0M$1.0M
2020$0.1M$0.1M$1.0M
2019$0.1M$0.0M-
2018$0.1M$0.1M-
2017$0.0M$0.1M$0.9M
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
C+
Overall Score
67.3/100
Financial Score
72.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Murray GillespieTrustee2026-07-01
David BrownsonTrustee2023-09-11
Desmond FriedrichTrustee2021-11-08

Former Officers (22)

  • Sally MorchChair Person (departed 2026-06-30)
  • Simon NorthropTrustee/secretary (departed 2026-06-30)
  • Stephen BovettTrustee (departed 2023-07-07)
  • David LuskTrustee (departed 2022-10-27)
  • Dennis EalesTrustee (departed 2022-07-10)
  • Mark BarracloughTrustee (departed 2021-11-08)
  • Michael MakeinTrustee (departed 2022-08-24)
  • Murray GilespieTrustee (departed 2019-10-16)
  • Desmond FreidrichTrustee (departed 2019-10-16)
  • Kevin TurnerTrustee (departed 2018-11-26)
  • Janet DempseyTrustee (departed 2016-09-26)
  • Peter HarriesTrustee (departed 2014-08-18)
  • Gordon BrownTrustee (departed 2015-06-30)
  • Geoffrey HardingTrustee (departed 2026-06-30)
  • David GibsonTrustee (departed 2014-08-18)
  • Walter GarrettTrustee (departed 2023-09-01)
  • Charles WilcoxTrustee (departed 2017-10-30)
  • Robert MaxwellTrustee (departed 2013-06-30)
  • Geraldine KennedyTrustee (departed 2012-10-08)
  • James SutherlandTrustee (departed 2010-06-30)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Rotary Club Of Ngāmotu Charitable Trust Board

CC29979New Plymouth, New PlymouthRegistered 30 Jun 2008
Data updated: Yesterday
Financials30 Jun 2025Ratingyesterday

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

C+
67/100
Financial
73
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 3. 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

$105.3K

Expenses

$61.8K

Assets

$1.8M

Staff

2

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
Taranaki

About

Mission

The Trust's purpose is to provide low cost housing for low income single pensioners, to offer support to students for education, and general support to the community.

Key Statistics

Annual Revenue
$105.3K
Total Expenses
$61.8K
Net Assets
$1.8M
Staff
2
employees
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
2.5mo
Could operate 2.5 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

5
Score /100
Highly Concentrated
HHI: 9,532
High Concentration: 98% of revenue from Other
Other97.6%
Investment Income2.4%

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

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
67
#19/108
Revenue
$105K
#105/108
Reserve Months
2.5
#1/108
Surplus
$44K
#27/108
Staff Cost %
0%
#1/108

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

Rating

C+
Score: 67.3/100
Financial
72.5
Governance
55
Transparency
65
Why this grade: Financial 73 × 40% + Governance 55 × 60% = 62 → C+.
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC29979
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Nov 1974
Registered office
106-5 Lemon St, New Plymouth

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.