Roger And Eileen Brunton Charitable Trust — Social Services Charity in Mosgiel

Roger And Eileen Brunton Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Mosgiel, Mosgiel. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The Relief of poverty and advancement of education, religion and other charitable purposes for the benefit of the community and the public good.

Registration Number
CC11052
Charity Type
Charitable Trust
Registration Date
2007-09-09
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Social Services
Location
Mosgiel, Mosgiel
Email
ebrunton11@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Animals, Children / young people, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
204.1 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M$0.5M
2017$0.0M$0.0M-

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 (4)

NameRoleAppointed
Anne SuttonTrustee2019-07-19
Michelle BruntonTrustee2012-09-07
Ruth CraigieTrustee2012-09-07
Eileen Margaret BruntonTrustee2007-08-30

Former Officers (2)

  • Roger Robert Brunton — Trustee (departed 2011-08-10)
  • Russell James Cassidy — Trustee (departed 2019-07-19)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

Roger And Eileen Brunton Charitable Trust

CC11052Mosgiel, MosgielRegistered 9 Sept 2007
Data updated: 2 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
71/100
Financial
78
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

$22.8K

Expenses

$1.5K

Financial data from Charities Services annual return (FY2026). 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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Relief of poverty and advancement of education, religion and other charitable purposes for the benefit of the community and the public good.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$22.8K
Total Expenses
$1.5K
Net Assets
-

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
204.1mo
Could operate 204.1 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

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 276 peers · Social Services · Under $100K

Rating Score
71
#22/277
Revenue
$23K
#121/277
Reserve Months
204.1
#1/277
Surplus
$21K
#23/277
Staff Cost %
0%
#1/277

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

Rating History

B-
2026
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Mosgiel, Mosgiel

Registration

Registration NumberCC11052
Entity TypeCharitable Trust
Registered9 Sept 2007
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants to organisations (including schools or other charities)Provides religious services / activitiesProvides 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: 4 October 2026.