Adler Family Foundation — Community Development Charity in Dunedin
Adler Family Foundation is a Charitable Trust charity in the Community Development sector, based in Dunedin, Dunedin. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: The Trust seeks to assist New Zealand young adults, and in particular high school and university students, in becoming engaged citizens who strive for a just society. The Trust will financially support high school and university students who wish to undertake a social betterment project but find themselves unable to do so because of their need for paid employment. These grants are primarily available to students studying in NZ, but may be applied for by NZ students studying in the US.
- Registration Number
- CC59679
- Charity Type
- Charitable Trust
- Registration Date
- 2021-10-18
- Status
- Active
- CharityData Rating
- B- (70.8/100)
- Sector
- Community Development
- Location
- Dunedin, Dunedin
- Data as at
- June 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 224.1 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | - | - |
| 2023 | $0.0M | - | - |
| 2022 | - | - | - |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.8/100
- Financial Score
- 77.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Sharon Adler | Trustee | 2021-08-25 |
| Ralph Adler | Trustee | 2021-08-25 |
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Adler Family Foundation
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.
- Small board structure2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
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.
$644
$565
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.
About
The Trust seeks to assist New Zealand young adults, and in particular high school and university students, in becoming engaged citizens who strive for a just society. The Trust will financially support high school and university students who wish to undertake a social betterment project but find themselves unable to do so because of their need for paid employment. These grants are primarily available to students studying in NZ, but may be applied for by NZ students studying in the US.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (4 Years)
Revenue Breakdown
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 291 peers · Community Development · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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Registration
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: 6 October 2026.
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