Rodmor No.2 Charitable Trust — Health Charity in Cambridge

Rodmor No.2 Charitable Trust is a Charitable Trust charity in the Health sector, based in Cambridge, Cambridge. This organisation also provides funding to other charities. CharityData rates this charity B (77.8/100). Annual revenue: $0.4M NZD. Financial data as at March 2025.

Mission: The Trust was settled in 2008 by Veda Morris on behalf of herself and her late husband Jim. Because they had no surviving children they directed that the profits from the Trust were to be directed towards named charities and such other charities as the trustees select at their discretion

Registration Number
CC20472
Charity Type
Charitable Trust
Registration Date
2008-01-13
Status
Active
CharityData Rating
B (77.8/100)
Sector
Health
Location
Cambridge, Cambridge
Email
admin@vosperlaw.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Animals, Children / young people, Other charities, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.3M NZD
Total Assets
$7.3M NZD
Net Assets
$7.3M NZD
Reserve Months
3.3 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.3M$7.3M
2024$0.6M$0.2M-
2023$0.3M$0.5M$6.8M
2022$0.6M$0.3M$7.0M
2021$0.5M$0.4M$6.5M
2020$0.2M$0.4M$6.4M
2019$0.3M$0.4M$6.6M
2018$0.4M$0.3M$6.6M
2017$0.4M$0.4M$6.5M
2016$0.3M$0.2M$6.4M

CharityData Rating

Overall Grade
B
Overall Score
77.8/100
Financial Score
87.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Liane GoodwinTrustee2018-07-13
Dale John SuttonTrustee2007-07-16
Jonathon James HopeTrustee1989-01-14
Amanda Jane VosperTrustee1989-01-14

Former Officers (2)

  • Sir Patrick Hogan — Trustee (departed 2018-01-25)
  • William Richard West — Trustee (departed 2024-04-01)

Similar Charities in Health

FunderHealthCharitable TrustCharitable Trust

Rodmor No.2 Charitable Trust

CC20472Cambridge, CambridgeRegistered 13 Jan 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

B
78/100
Financial
88
Governance
55
Transparency
65

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 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.

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

$377.2K

Expenses

$332.8K

Assets

$7.3M

Financial data from Charities Services annual return (FY2025). 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
General
Beneficiaries
Children
Geographic Focus
Nationwide

About

Mission

The Trust was settled in 2008 by Veda Morris on behalf of herself and her late husband Jim. Because they had no surviving children they directed that the profits from the Trust were to be directed towards named charities and such other charities as the trustees select at their discretion

Who We Serve

Beneficiaries
AnimalsChildren / young peopleOther charitiesPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$377.2K
Total Expenses
$332.8K
Net Assets
$7.3M
Volunteers
0

Financial Trends

Financial Trends (17 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
3.3mo
Could operate 3.3 months with zero revenue
Low reserves
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
78
#11/126
Revenue
$377K
#46/126
Reserve Months
3.3
#1/126
Surplus
$44K
#56/126
Staff Cost %
0%
#1/126

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

Rating

B
Score: 77.8/100
Financial
87.5
Governance
55
Transparency
65
Why this grade: Financial 88 × 40% + Governance 55 × 60% = 68 → B.
View Full Score Breakdown

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Contact Details

Address
Cambridge, Cambridge

Registration

Registration NumberCC20472
Entity TypeCharitable Trust
Registered13 Jan 2008
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)

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.