Rotary Club Of Birkenhead Charitable Trust — Education Charity in Auckland

Rotary Club Of Birkenhead 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 (79.5/100). Annual revenue: $0.0M NZD. Financial data as at June 2024.

Mission: Charitable Purpose: The Objects and Purposes of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community.” 4.1 The objects of the Trust are: 4.1.1 To promote the improvement of literacy and numeracy 4.1.2 To improve our community by meeting needs of the following through service and fundraising projects. 4.1.3 To promote the development of leadership and vocational skills in the community

Registration Number
CC44007
Charity Type
Trust
Registration Date
2010-04-14
Status
Active
CharityData Rating
B (79.5/100)
Sector
Education
Location
Auckland, Auckland
Email
info@rotarybirkenhead.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

Beneficiaries: Children / young people, General public, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M-
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M$0.0M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M
2015$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
B
Overall Score
79.5/100
Financial Score
90
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (14)

  • Jenny Grace — Trustee (departed 2023-12-30)
  • Gaston Bruneau — Trustee (departed 2020-07-01)
  • Charles Houghton — Trustee (departed 2017-06-30)
  • Nirmal Chabba — Trustee (departed 2017-06-30)
  • Robert Barnes — Trustee
  • Janice Dowle — Trustee
  • Alan Deal — Trustee
  • Marvin Yee — Trustee (departed 2017-06-30)
  • Ronald King — Trustee (departed 2010-12-01)
  • Julie Wilson — Trustee (departed 2012-06-30)
  • John Wilson — Trustee (departed 2010-07-01)
  • Edward Mcmillan — Trustee (departed 2011-07-01)
  • Garth Ward — Trustee
  • Keith Rogers — Trustee (departed 2012-02-22)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Rotary Club Of Birkenhead Charitable Trust

CC44007Auckland, AucklandRegistered 14 Apr 2010
Data updated: 5 days ago
Financials30 Jun 2024Rating3d ago

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

B
80/100
Financial
90
Governance
55
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 4. 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 27 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

$4.2K

Expenses

$4.3K

Assets

$11.5K

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Charitable Purpose: The Objects and Purposes of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community.” 4.1 The objects of the Trust are: 4.1.1 To promote the improvement of literacy and numeracy 4.1.2 To improve our community by meeting needs of the following through service and fundraising projects. 4.1.3 To promote the development of leadership and vocational skills in the community

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$4.2K
Total Expenses
$4.3K
Net Assets
$2.3K
Volunteers
0

Financial Trends

Financial Trends (14 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
31mo
Could operate 31 months with zero revenue
Over-capitalized
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

35
Score /100
Concentrated
HHI: 6,480
Other77.2%
Donations22.8%

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
80
#9/330
Revenue
$4K
#259/330
Reserve Months
31.0
#1/330
Surplus
$-92
#198/330
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

B
Score: 79.5/100
Financial
90
Governance
55
Transparency
65
Why this grade: Financial 90 × 40% + Governance 55 × 60% = 69 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC44007
Entity TypeTrust
Registered14 Apr 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated5 Aug 1993
Registered office
31 Sunnybrae Road, Hillcrest, Auckland, 0627

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)

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.