Freedom to Learn Charitable Trust (Irlen Fund) — Education Charity in Marton

Freedom to Learn Charitable Trust (Irlen Fund) is a Trust charity in the Education sector, based in Marton, Marton. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: We want to be able to identify school age children, adolescents and adults who are experiencing Irlen Syndrome and contribute towards the cost of providing Irlen glasses for those who cannot afford them.

Registration Number
CC58557
Charity Type
Trust
Registration Date
2020-12-18
Status
Active
CharityData Rating
B (77.3/100)
Sector
Education
Location
Marton, Marton
Email
penny@sarumhouse.net
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
4.9 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.1M-
2025$0.1M$0.0M-
2024$0.1M$0.1M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
77.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Ann FowlerAdministrator2026-02-15
Michael O'ReganChair2026-02-14
Penny EdwardsSecretary2020-12-18

Former Officers (2)

  • Prudence Deighton — Chair (departed 2026-03-01)
  • Alan Deighton — Treasurer (departed 2026-03-01)

Funding Sources

  • Pub Charity Limited — $75,000

Similar Charities in Education

FunderEducationTrustCharitable Trust

Freedom to Learn Charitable Trust (Irlen Fund)

CC58557Marton, MartonRegistered 18 Dec 2020
Data updated: 5 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Balance sheet from 2024 used (not reported this year)
Financial
83
Governance
65
Transparency
65
Revenue

$49.5K

Expenses

$74.0K

Financial data from Charities Services annual return (FY2026). 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
Education
Beneficiaries
ChildrenYouth
Geographic Focus
Nationwide

About

Mission

We want to be able to identify school age children, adolescents and adults who are experiencing Irlen Syndrome and contribute towards the cost of providing Irlen glasses for those who cannot afford them.

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$49.5K
Total Expenses
$74.0K
Net Assets
-

Financial Trends

Financial Trends (6 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
5.4mo
Could operate 5.4 months with zero revenue
Low reserves
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: 9,980
High Concentration: 100% of revenue from Donations
Donations99.9%
Investment Income0.1%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
77
#12/330
Revenue
$50K
#64/330
Reserve Months
4.9
#1/330
Surplus
$-24K
#317/330
Staff Cost %
0%
#1/330

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

Rating History

B
2026
Score: 77.3
Financial: 83 | Governance: 65 | Transparency: 65
Current
B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Marton, Marton

Registration

Registration NumberCC58557
Entity TypeTrust
Registered18 Dec 2020
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsProvides services (e.g. care / counselling)

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: 29 September 2026.