Rotary Club Of Ngāmotu Charitable Trust Board — Education Charity in New Plymouth
Rotary Club Of Ngāmotu Charitable Trust Board is a Trust charity in the Education sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: The Trust's purpose is to provide low cost housing for low income single pensioners, to offer support to students for education, and general support to the community.
- Registration Number
- CC29979
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C+ (67.3/100)
- Sector
- Education
- Location
- New Plymouth, New Plymouth
- nrctchairman@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.8M NZD
- Net Assets
- $1.8M NZD
- Reserve Months
- 2.5 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.8M |
| 2024 | $0.1M | $0.1M | $1.7M |
| 2023 | $0.1M | $0.1M | $1.1M |
| 2022 | $0.1M | $0.0M | $1.0M |
| 2021 | $0.1M | $0.0M | $1.0M |
| 2020 | $0.1M | $0.1M | $1.0M |
| 2019 | $0.1M | $0.0M | $-0.1M |
| 2018 | $0.1M | $0.1M | $0.0M |
| 2017 | $0.0M | $0.1M | $0.9M |
| 2016 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 67.3/100
- Financial Score
- 72.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Murray Gillespie | Trustee | 2026-07-01 |
| David Brownson | Trustee | 2023-09-11 |
| Desmond Friedrich | Trustee | 2021-11-08 |
Former Officers (22)
- Sally Morch — Chair Person (departed 2026-06-30)
- Simon Northrop — Trustee/secretary (departed 2026-06-30)
- Stephen Bovett — Trustee (departed 2023-07-07)
- David Lusk — Trustee (departed 2022-10-27)
- Dennis Eales — Trustee (departed 2022-07-10)
- Mark Barraclough — Trustee (departed 2021-11-08)
- Michael Makein — Trustee (departed 2022-08-24)
- Murray Gilespie — Trustee (departed 2019-10-16)
- Desmond Freidrich — Trustee (departed 2019-10-16)
- Kevin Turner — Trustee (departed 2018-11-26)
- Janet Dempsey — Trustee (departed 2016-09-26)
- Peter Harries — Trustee (departed 2014-08-18)
- Gordon Brown — Trustee (departed 2015-06-30)
- Geoffrey Harding — Trustee (departed 2026-06-30)
- David Gibson — Trustee (departed 2014-08-18)
- Walter Garrett — Trustee (departed 2023-09-01)
- Charles Wilcox — Trustee (departed 2017-10-30)
- Robert Maxwell — Trustee (departed 2013-06-30)
- Geraldine Kennedy — Trustee (departed 2012-10-08)
- James Sutherland — Trustee (departed 2010-06-30)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Rotary Club Of Ngāmotu Charitable Trust Board
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 3. 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.
$105.3K
$61.8K
$1.8M
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Trust's purpose is to provide low cost housing for low income single pensioners, to offer support to students for education, and general support to the community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Is this your charity?
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FY2024Contact Details
Registration
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Sector & Activities
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: 1 October 2026.
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