Rotoma 1B Education Trust — Education Charity in Rotorua
Rotoma 1B Education Trust is a Charitable Trust charity in the Education sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.
Rotoma 1B Education Trust is part of the same organisation as Rotoma No.1 Charitable Trust (CC63106). Each registration files its own accounts.
Mission: To provide grants and scholarships for the purpose of education, training and research
- Registration Number
- CC22901
- Charity Type
- Charitable Trust
- Registration Date
- 2008-04-13
- Status
- Active
- CharityData Rating
- A- (85.5/100)
- Sector
- Education
- Location
- Rotorua, Rotorua
- accounts@gha.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 12.8 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | - |
| 2025 | $0.1M | $0.1M | $1.4M |
| 2024 | $0.4M | $0.1M | $1.4M |
| 2023 | $0.1M | $0.1M | $1.1M |
| 2022 | $0.1M | $0.1M | $1.2M |
| 2021 | $0.5M | $0.1M | $1.2M |
| 2020 | $0.1M | $0.1M | $0.8M |
| 2019 | $0.3M | $0.1M | $0.8M |
| 2018 | $0.1M | $0.1M | $0.6M |
| 2017 | $0.1M | $0.0M | $0.5M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 85.5/100
- Financial Score
- 90
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Neville King | Committee of Management Member | 2025-10-14 |
| Edith Sykes | Committee of Management Member | 2025-10-14 |
| Pini Tahana | Trustee | 2022-09-12 |
| Lewis Gardiner | Trustee | 2021-11-30 |
| Maureen Malcolm | Trustee | 2020-12-01 |
| Nelson Meha | Chair | 2011-09-07 |
| Glenda Curtis | Trustee | 2011-09-07 |
Former Officers (11)
- Eva Moke — Trustee (departed 2025-10-11)
- Ngaroma Tahana — Trustee (departed 2023-04-01)
- Arapeta Tahana — Trustee (departed 2014-04-01)
- Spencer Bennett — Trustee (departed 2011-09-07)
- Ruka Hughes — Trustee (departed 2011-09-07)
- Joseph Malcolm — Trustee (departed 1915-10-01)
- Murray Patchell — Secretary (departed 2011-09-07)
- Matthew Hohepa — Trustee (departed 2011-09-07)
- Bruno Gardiner — Trustee (departed 2017-10-18)
- Edwin Mckinnon — Trustee (departed 2011-09-07)
- Robert Gardiner — Trustee (departed 2015-09-01)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Rotoma 1B Education Trust
Financial data as at March 2026. Sourced from Charities Services register.
$68.6K
$97.8K
Financial data from Charities Services annual return (FY2026). 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.
Relationship: related_entity
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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide grants and scholarships for the purpose of education, training and research
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 289 peers · Education · 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 History
Rating
A-Is this your charity?
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FY2025Contact Details
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: 3 October 2026.
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