Advance Ashburton Community Foundation — Community Development Charity in Ashburton

Advance Ashburton Community Foundation is a Charitable Trust charity in the Community Development sector, based in Ashburton, Ashburton. This organisation also provides funding to other charities. Annual revenue: $4.1M NZD. Financial data as at March 2015.

Mission: Advance Ashburton Community Foundation's purpose and mission is to receive donations from generous people and organisations, to hold those funds invested in a properly managed portfolio, making grants from income that strengthen social services and other not for profit sectors operating primarily in the Ashburton District. We do this to make the Ashburton District a better place, forever.

Registration Number
CC28482
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Community Development
Location
Ashburton, Ashburton
Email
info@advanceashburton.org.nz
Funder Status
Grant-making charity (community_trust)
Data as at
March 2015

Beneficiaries: Animals, Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Religious groups

Financial Summary

Total Revenue
$4.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$9.3M NZD
Net Assets
$9.3M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
14
Financial Year End
2015-03-31

Financial History

YearRevenueExpensesNet Assets
2015$4.1M$0.2M$9.3M
2014$1.9M$0.2M$5.4M
2013$0.9M$0.1M$3.7M
2012$2.1M$0.1M$3.0M
2011$0.4M$0.0M$0.9M
2010$0.2M$0.0M$0.6M
2009$0.3M$0.0M$0.4M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Liz McMillanTrustee2025-12-18
Bill ThomasTrustee2024-10-10
Eleanor MarrTrustee2022-04-26
Alister ArgyleTrustee2022-02-14
Ross GibsonTrustee2020-08-17
Neil BrownTrustee2020-02-17
Mark ScammellTrustee2020-02-17
Nicola WebsterTrustee2016-02-22
Christopher WylieTrustee2016-02-22

Former Officers (18)

  • Timothy Silva — Trustee (departed 2021-12-13)
  • David Keeley — Trustee (departed 2023-03-20)
  • Donna Favel — Trustee (departed 2019-10-12)
  • Jack Allan — Trustee (departed 2019-11-25)
  • Joanne Taylor — Trustee (departed 2021-01-25)
  • Mary Ross — Trustee (departed 2025-12-15)
  • Gary Fail — Trustee (departed 2020-12-17)
  • Philip Mckendry — Trustee (departed 2015-03-31)
  • Trevor Croy — Trustee (departed 2020-12-17)
  • Angus Mckay — Trustee (departed 2016-11-07)
  • Lucy Fleming — Trustee (departed 2017-02-01)
  • Susan Newman — Trustee (departed 2008-11-24)
  • Laurence Killoh Cooney — Trustee/deputy Chairman (departed 2012-11-23)
  • Kevin James Geddes — Trustee (departed 2016-05-30)
  • Graham Bruce Rodertson — Trustee (departed 2011-07-20)
  • Elizabeth Catriona Ashford — Board Member/trustee (departed 2024-12-24)
  • Michael Bede O'Malley — Trustee (departed 2010-11-17)
  • David Neil Sinclair — Chairman/trustee (departed 2015-12-31)

Reporting Group Members

Advance Ashburton Community Foundation files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustCommunity Trust

Advance Ashburton Community Foundation

CC28482Ashburton, AshburtonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2015Rating2d ago

Financial data as at March 2015. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$4.1M

Expenses

$228.1K

Assets

$9.3M

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Grantmaker

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

Funding Sectors
Social ServicesCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Nationwide

About

Mission

Advance Ashburton Community Foundation's purpose and mission is to receive donations from generous people and organisations, to hold those funds invested in a properly managed portfolio, making grants from income that strengthen social services and other not for profit sectors operating primarily in the Ashburton District. We do this to make the Ashburton District a better place, forever.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesReligious groups

Key Statistics

Annual Revenue
$4.1M
Total Expenses
$228.1K
Net Assets
$9.3M
Volunteers
14

Financial Trends

Financial Trends (7 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
39.9mo
Could operate 39.9 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

42
Score /100
Concentrated
HHI: 5,808
Donations71.8%
Other25.4%
Investment Income2.8%

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

Peer Comparison

Ranked against 52 peers · Community Development · $1M – $10M

Rating Score
0
#40/53
Revenue
$4.1M
#11/53
Reserve Months
0.0
#1/53
Surplus
$3.8M
#5/53
Staff Cost %
0%
#1/53

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

Rating

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

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Contact Details

Address
Ashburton, Ashburton

Registration

Registration NumberCC28482
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Jun 2003
Registered office
C/O Russell Moon & Fail 132 Burnett Street Ashburton 7700, Ashburton

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Provides 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: 3 October 2026.

Reporting Group — Consolidated Annual Return

Advance Ashburton Community Foundation is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.