Tania Dalton Foundation — Education Charity in Auckland

Tania Dalton Foundation is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.9M NZD. Financial data as at December 2025.

Mission: To support and assist young people with: 1. their education or training; 2. their chosen sport, through the provision of scholarships, mentoring, learning and development opportunities

Registration Number
CC54705
Charity Type
Trust
Registration Date
2017-07-31
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
Duane@taniadaltonfoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.9M NZD
Total Expenses
$0.8M NZD
Total Assets
$0.6M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.9M$0.8M$0.5M
2024$0.8M$0.9M$0.4M
2023$1.2M$1.1M$0.4M
2022$1.2M$1.2M$0.4M
2021$0.9M$1.0M$0.4M
2020$0.8M$0.7M$0.5M
2019$0.3M$0.3M$0.3M
2019$0.5M$0.4M$0.3M
2018$0.2M$0.1M$0.1M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Scott PritchardTrustee2017-06-02
Holly StewartTrustee2026-01-01
Samalulu CliftonTrustee2025-01-30
Adine WilsonTrustee2022-11-16
Tayla DaltonTrustee2020-01-01
Duane DaltonTrustee2017-06-02
Anthony NicholsonTrustee2017-06-02
Steipo JurkovichTrustee2017-06-02

Former Officers (4)

  • Vikki Maclean — Trustee (departed 2026-07-23)
  • Caterina Poletti — Trustee (departed 2025-12-31)
  • Ainsleyana Puleiata — Trustee (departed 2023-12-31)
  • Bernice Mene — Trustee (departed 2022-11-16)

Funding Sources

  • Pelorus Trust — $51,545.56
  • New Zealand Community Trust — $40,000
  • The North and South Trust Limited — $30,353
  • New Zealand Community Trust — $20,000
  • Constellation Communities Trust — $16,850
  • Pub Charity Limited — $13,678
  • Lion Foundation — $10,000
  • The Lion Foundation — $10,000
  • Grassroots Trust Limited — $8,100
  • Pelorus Trust — $8,000
  • Youthtown Incorporated — $5,700
  • Four Winds Foundation Limited — $3,750

Similar Charities in Education

FunderEducationTrustFoundation

Tania Dalton Foundation

CC54705Auckland, AucklandRegistered 31 Jul 2017
Data updated: Yesterday
Financials9mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

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 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.

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

$850.0K

Expenses

$774.7K

Assets

$624.5K

Staff

3

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSports & Recreation
Beneficiaries
Youth
Geographic Focus
Auckland

About

Mission

To support and assist young people with: 1. their education or training; 2. their chosen sport, through the provision of scholarships, mentoring, learning and development opportunities

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$850.0K
Total Expenses
$774.7K
Net Assets
$457.7K
Staff
3
employees

Financial Trends

Financial Trends (9 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
1.8mo
Could operate 1.8 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

51
Score /100
Concentrated
HHI: 4,862
Donations55.6%
Other42.0%
Investment Income2.5%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$850K
#6/133
Reserve Months
0.0
#1/133
Surplus
$75K
#42/133
Staff Cost %
33%
#133/133

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
F
2024
Score: 15.0
Financial: 10 | Governance: 55 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC54705
Entity TypeTrust
Registered31 Jul 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeTrust
Incorporated26 Sept 2019

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 28 September 2026.