The Rule Foundation is a charity concerned with the welfare, wellbeing, health and visibility of gay, lesbian, bisexual, transgender, and intersex (GLBTI) people in New Zealand.  This report covers the twelve months since September 2015. The appended financial statements are for the fiscal year ended 31 March 2016.


The Foundation’s capital base was $1.74 million at 31 March 2016; a $51,000 decrease from the previous year.  The Foundation donated $38,115 in the year.  Operating expenses were $9,060 (19% of total spend); a significant increase on earlier years, mainly due to implementation of the profile-raising marketing plan.

After significant due diligence, the Foundation shifted its capital funds from New Zealand Asset Management (NZAM) to Milford Asset Management. We are grateful to NZAM for managing the portfolio for 25 years, and look forward to the new relationship with Milford being just as durable.


We have been concerned for some time about the impact of the 2010/11 Christchurch quakes on the rainbow community. With destruction of the urban hub and community meeting places, LGBTI people in the Canterbury region have faced social fragmentation and personal hardship.

This year we have been pleased to support various community support and visibility initiatives.  The Foundation contributed $1,000 to Christchurch Pride 2016, which is already planning a strong event for 2017. Recently we gave the Christchurch Women’s Centre $2,500 for lesbian outreach, and Bears Christchurch Trust has received $500 for the November Big Bear weekend.

Over the past year we have also supported:

  1. Proud to Play 2016. $6,000 for various participating sports teams – Battle of the Bent Track roller derby, Feathers Badminton club, Pride Tennis, and Team Auckland Masters Swimmers (TAMS) – and for the concurrent youth hui.
  2. Gay Line Wellington, $5,500 for website access from smartphones upgrade and other expenses.
  3. OUTLine NZ.  $5,000 for the volunteer counselling course held in March.
  4. Robin Murphy Productions. $5,000 towards Welby Ings short film Sparrow.
  5. Q-Youth Nelson.  $4,000 for the Ko Wai Au project in the Nelson/Golden Bay region.
  6. Gay & Lesbian Singers (GALS) Auckland. $3,000 towards hosting the Out & Loud choral festival in February.
  7. Auckland Women’s Centre.  $2,500 towards a women’s coming out group.
  8. Wellington Orchestra. $2,500 for composer Claire Cowen’s Stark Concerto commission.
  9. Auckland Rainbow Community Church.  $2,000 towards the Awaken conference being hosted over Labour Weekend at All Saints, Ponsonby.
  10. Charlotte Museum Trust, Auckland.  $2,000 for a cultural day for Asian, Middle East and Indian women.
  11. Mental Health Foundation.  $2,000 towards print costs of the Takatāpui: Part of the Whanau resource.
  12. Rainbow Youth.  $2,000 towards the costs of the Executive Director’s fact-finding trip to the US.
  13. Love Life Fono.  $1,500 for travel to the ILGA World Conference in Bangkok in November.
  14. DANSS Wellington.  $1,000 for the Samesex Dancesport competition in early 2017.
  15. Outer Space, Wellington.  $1,100 for volunteer training.
  16. Talatalanoa.  $750 to enable fa’afafine, takatāpui and vakavaine youth to attend the Healing Our Spirit Worldwide gathering in Hamilton in November 2015.

Marketing the Foundation

In 2016 the Foundation began actively promoting itself for the first time.  Banners and pamphlets were designed and printed.  We were present at the annual Big Gay Out in Auckland and Out in the Park in Wellington. We introduced fund recipients to our supporters at a social event in Auckland, and plan to do something similar in Wellington in 2017 and elsewhere in future.

Donations to the Foundation

As ever, we continue to owe a debt of gratitude to those who support the Foundation through donations. Thank you for helping with our important work. You make a real difference.

In conclusion, thanks also to my co-trustees for their continuing energy, dedication, foresight, and inspiration.


Stephen Park, Chair

10 October 2016