Rotary Kaipātiki Charitable TrustEducation Charity in Auckland

Rotary Kaipātiki Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (84.3/100). Annual revenue: $0.0M NZD. Financial data as at June 2024.

Mission: To promote the improvement of literacy and numeracy. To improve our community by assisting with the needs of the aged and infirm, women and children, those affected by poverty. To promote the development of leadership and vocational skills in our community. To improve Public Amenities, parks and gardens and the natural environment. To promote the protection of animals.

Registration Number
CC28252
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (84.3/100)
Sector
Education
Location
Auckland, Auckland
Email
rik.kim@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Reserve Months
20.0 months of operating expenses
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.1M
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-
2015$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
B+
Overall Score
84.3/100
Financial Score
92.5
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.9%

Board Members and Officers

Current Officers (5)

NameRoleAppointed
David SaundersTrustee2023-07-01
Nigel GreenTrustee2021-04-26
Rik FothergillTrustee and Administrator2021-04-26
Frances RobsonTrustee2018-02-12
Graham GrantTrustee2016-04-26

Former Officers (13)

  • Ronald KilhamTrustee (departed 2021-04-26)
  • Shuhui XiangTrustee (departed 2021-04-26)
  • Elton SharplinTrustee (departed 2017-12-31)
  • David GearyTrustee (departed 2017-12-31)
  • Anne HitchcockTreasurer (departed 2017-12-01)
  • Phillipa ChapmanTrustee (departed 2016-03-31)
  • Ted BentonTrustee (departed 2016-04-26)
  • Robert LangTrustee (departed 2016-04-26)
  • Kenneth BirdTrustee (departed 2016-03-31)
  • David HansenTrustee (departed 2016-04-26)
  • David WilliamsTrustee (departed 2011-06-30)
  • Peter BurdenTrustee (departed 2011-06-30)
  • Helen ParkesTrustee (departed 2011-06-30)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Rotary Kaipātiki Charitable Trust

CC28252Auckland, AucklandRegistered 30 Jun 2008
Data updated: Today
Financials30 Jun 2024Ratingyesterday

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

B+
84/100
Balance sheet from 2023 used (not reported this year)
Financial
93
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 26 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

$41.3K

Expenses

$40.4K

Assets

$73.6K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
EducationEnvironmentSocial ServicesAnimal WelfareCommunity Development
Beneficiaries
ChildrenElderlyWomenGeneral Public
Geographic Focus
Auckland

About

Mission

To promote the improvement of literacy and numeracy. To improve our community by assisting with the needs of the aged and infirm, women and children, those affected by poverty. To promote the development of leadership and vocational skills in our community. To improve Public Amenities, parks and gardens and the natural environment. To promote the protection of animals.

Key Statistics

Annual Revenue
$41.3K
Total Expenses
$40.4K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
94c
For every $1 spent, 94c reaches programs
Strong
Sustainability
0mo
Could operate 0 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%

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
84
#2/354
Revenue
$41K
#108/354
Reserve Months
20.0
#1/354
Surplus
$828
#190/354
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: 84.3/100
Financial
92.5
Governance
65
Transparency
65
Why this grade: Financial 93 × 40% + Governance 65 × 60% = 76 → B+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC28252
Entity TypeTrust
Registered30 Jun 2008
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.