Simplicity Foundation — Community Development Charity in Wellington
Simplicity Foundation is a Trust charity in the Community Development sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $21.1M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: The Simplicity Foundation is established to receive profits from the manager of a Kiwisaver scheme and Investment funds, and distribute those profits to charitable purposes in New Zealand.
- Registration Number
- CC53522
- Charity Type
- Trust
- Registration Date
- 2016-06-02
- Status
- Active
- Sector
- Community Development
- Location
- Wellington, Wellington
- rebecca.roberts@simplicity.kiwi
- Funder Status
- Grant-making charity (iwi_trust)
- Data as at
- March 2026
Beneficiaries: Other charities
Financial Summary
- Total Revenue
- $21.1M NZD
- Total Expenses
- $20.8M NZD
- Total Assets
- $6.1M NZD
- Net Assets
- $3.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $21.1M | $20.8M | $3.5M |
| 2025 | $17.4M | $17.0M | $3.3M |
| 2024 | $14.5M | $13.6M | $3.6M |
| 2023 | $12.9M | $11.8M | $2.3M |
| 2022 | $11.9M | $9.8M | $1.5M |
| 2021 | $7.1M | $6.4M | $0.1M |
| 2020 | $0.5M | $0.5M | $0.1M |
| 2019 | $0.3M | $0.3M | $0.0M |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (17)
- Anna Brealey — Trustee
- Siddhartha Mehta — Trustee
- Frank Janssen — Trustee
- Frances Arns — Trustee
- Amanda Morrall — Trustee
- Ngapera Riley — Trustee (departed 2025-12-17)
- Christopher Chamberlin — Trustee (departed 2022-02-09)
- Michelle Boag — Trustee (departed 2020-07-09)
- Scobie Ward — Trustee (departed 2023-08-14)
- Craig Richardson — Trustee (departed 2019-01-21)
- Scobie Dickinson Ward — Trustee (departed 2023-08-14)
- Jenene Crossan — Trustee (departed 2019-06-07)
- Marisa Fong — Trustee
- Justine Munro — Trustee (departed 2018-03-05)
- Peter Neilson — Trustee (departed 2022-02-09)
- Arthur Stubbs — Trustee
- Rachel Taylor — Trustee
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Directors and Senior Executive Team | $1,469,000 | - |
| Key Management Personnel (aggregate) | Directors and Senior Executive Team | $1,469,000 | 2025 |
Service Providers
- Tej Sethi
Similar Charities in Community Development
- Bays Community Housing Trust — Community Development
- Rangiura Trust Board — Community Development
- MPHS Community Trust — Community Development
- Otangarei Papakainga Limited — Community Development
- Community Of Refuge Trust — Community Development
Simplicity Foundation
Financial data as at March 2026. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
How ratings work →Reasons to look carefully (3)
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 registerNo chair or presiding role is recorded in the register for this board of 8. 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.
- Government-funding concentration99% of latest-year revenue came from government grants — single-stream dependency
- Same audit firm for many yearsSame audit firm (Grant Thornton) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$21.1M
$20.8M
$6.1M
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Simplicity Foundation is established to receive profits from the manager of a Kiwisaver scheme and Investment funds, and distribute those profits to charitable purposes in New Zealand.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (10 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 5 peers · Community Development · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 27 September 2026.
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