Takapuna Rotary Charitable Trust — Health Charity in Auckland
Takapuna Rotary Charitable Trust is a Charitable Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C (63.8/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2026.
Mission: To provide benefits to any charitable purpose within New Zealand with the main focus being on health, education, youth development, personal development and support for the communities of Takapuna and Auckland's North Shore.
- Registration Number
- CC26404
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-22
- Status
- Active
- CharityData Rating
- C (63.8/100)
- Sector
- Health
- Location
- Auckland, Auckland
- Website
- https://www.takapunarotary.org.nz
- geoff@pownall.kiwi
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2026
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.1 months of operating expenses
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.1M | - |
| 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 | $0.1M |
| 2017 | $0.0M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 63.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- KerryAnne Seaton — Trustee
- Sean Harris — Trustee
- David Morrison — Trustee
- Barbara Morgan — Trustee (departed 2025-06-30)
- Archibald Lamont — Trustee (departed 2021-07-01)
- Marilyn Glover — Trustee (departed 2024-06-30)
- Jennifer McKenzie — Trustee (departed 2020-06-30)
- Mary Watkins — Trustee (departed 2017-06-30)
- Geoffrey Pownall — Trustee
- Kelly McLuckie — Trustee (departed 2020-06-30)
- Therese Russell — Trustee (departed 2016-06-30)
- Gavin Busch — Trustee (departed 2015-06-30)
- Murray Crockett — Trustee (departed 2014-06-30)
- Felicity Anderson — Trustee (departed 2013-06-30)
- George Wood — Trustee (departed 2011-06-30)
- Ian Cardno — Trustee (departed 2012-06-30)
- Bruce Graham — Trustee (departed 2008-06-30)
- Kenneth Linkhorn — Trustee (departed 2022-06-30)
- David Murray — Trustee
Similar Charities in Health
Takapuna Rotary Charitable Trust
Financial data as at June 2026. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 5. 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.
$6.3K
$32.4K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide benefits to any charitable purpose within New Zealand with the main focus being on health, education, youth development, personal development and support for the communities of Takapuna and Auckland's North Shore.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (19 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 215 peers · Health · 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
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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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