Hamilton East Rotary Charitable Trust — Community Development Charity in Hamilton

Hamilton East Rotary Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Hamilton, Hamilton. 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 June 2026.

Mission: To Raise and accept funds for the furtherance of such Charitable purposes in NZ

Registration Number
CC30855
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Community Development
Location
Hamilton, Hamilton
Email
carol.ross@actrix.co.nz
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
80.5 months of operating expenses
Financial Year End
2026-06-30

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$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$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 (3)

NameRoleAppointed
Mark MilroyTrustee2026-03-19
SATYA PANDARAMTrustee2016-10-24
Ernest NeedhamTrustee2008-06-30

Former Officers (5)

  • Michael Tuck — Trustee (departed 2026-03-20)
  • Petrus Vester — Treasurer (departed 2009-10-01)
  • Graeme Henry — Trustee (departed 2016-10-24)
  • David Perry — President Rotary Club of Hamilton East (departed 2009-10-01)
  • Stuart Pickmere — Secretary (departed 2012-11-28)

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustCharitable Trust

Hamilton East Rotary Charitable Trust

CC30855Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials3mo agoRating2d ago

Financial data as at June 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 3. 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

$11.0K

Expenses

$13.4K

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
General
Beneficiaries
General Public
Geographic Focus
Waikato

About

Mission

To Raise and accept funds for the furtherance of such Charitable purposes in NZ

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$11.0K
Total Expenses
$13.4K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
80.5mo
Could operate 80.5 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

30
Score /100
Concentrated
HHI: 6,959
High Concentration: 81% of revenue from Donations
Donations81.3%
Investment Income18.7%

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

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
71
#35/292
Revenue
$11K
#185/292
Reserve Months
80.5
#1/292
Surplus
$-2K
#206/292
Staff Cost %
0%
#1/292

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: 73.8
Financial: 78 | Governance: 65 | 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
Hamilton, Hamilton

Registration

Registration NumberCC30855
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Oct 1992
Registered office
8 Beale Street, Hamilton East, Hamilton

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)

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.