Kotuku Trust — Social Services Charity in Auckland
Kotuku Trust is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity A (92.5/100). Annual revenue: $9.0M NZD. Financial data as at March 2026.
Mission: The provision of holistic community based support to adults who have a learning disability.
- Registration Number
- CC25212
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-02
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- carissa@asupportedlife.co.nz
- Data as at
- March 2026
Beneficiaries: People with disabilities, Other - All
Financial Summary
- Total Revenue
- $9.0M NZD
- Total Expenses
- $8.3M NZD
- Total Assets
- $8.7M NZD
- Net Assets
- $7.1M NZD
- Reserve Months
- 3.2 months of operating expenses
- Staff Count
- 94
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $9.0M | $8.3M | $7.1M |
| 2025 | $8.4M | $7.9M | $6.4M |
| 2024 | $8.1M | $6.9M | $6.0M |
| 2023 | $6.8M | $5.4M | $4.8M |
| 2022 | $6.1M | $5.4M | $3.4M |
| 2021 | $5.5M | $5.2M | $2.8M |
| 2020 | $5.1M | $4.9M | $2.5M |
| 2019 | $4.7M | $4.5M | $2.3M |
| 2018 | $4.5M | $4.2M | $2.1M |
| 2017 | $4.2M | $4.0M | $1.8M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (27)
- Ngahuia Hunter — Trustee
- Patricia Fleming — Trustee
- Rozlyn Gielink — Trustee
- Stuart Pooley — Trustee
- Jessica Barlow — Treasurer (departed 2025-02-18)
- Sonya Iszard — Chair
- Phillipa Cope — Treasurer and Secretary
- Sonya Hintz — Chair (departed 2024-02-09)
- Katrina Phillips — Trustee (departed 2023-09-19)
- Loreen Lio — Deputy Chair
- Trish Le Roy — Trustee (departed 2020-02-11)
- Christine Fraser — Trustee (departed 2021-10-26)
- James Greene — Trustee (departed 2022-09-21)
- Treena Armstrong — Trustee (departed 2016-11-07)
- Carole Beu — Trustee (departed 2016-05-10)
- Gillian Bosley — Treasurer (departed 2016-09-12)
- Rochelle Allport — Trustee (departed 2020-11-08)
- Judy Lawley — Trustee (departed 2019-11-04)
- Sam Morrison — Trustee (departed 2018-07-10)
- Andrea Green — Trustee (departed 2012-11-05)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Brigid McCallum | Trustee | - | 2024 |
| Mary Karena | Chief Executive Officer | - | 2024 |
| Jillian Russ | Trustee | - | 2024 |
| Rangi McLean | Trustee | - | 2024 |
| Dr Grant McCallum | Trustee | - | 2024 |
| Mark Sheridan | Trustee | - | 2024 |
| Aroha Reriti | Chair | - | 2024 |
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- Kia Puāwai — Social Services
Kotuku Trust
Financial data as at March 2026. Sourced from Charities Services register.
$9.0M
$8.3M
$8.7M
94
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
The provision of holistic community based support to adults who have a learning disability.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 49 peers · Social Services · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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FY2025Contact Details
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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: 5 October 2026.
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