Rotary Club of Wanaka Charitable Trust — Health Charity in Wanaka
Rotary Club of Wanaka Charitable Trust is a Charitable Trust charity in the Health sector, based in Wanaka, Wanaka. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.2M NZD. Financial data as at June 2025.
Mission: To make available funding to clubs, institutions, and individuals to enhance, improve and make a difference in the Upper Clutha area. Donations made to regional, national and international causes fall within the six areas of focus of Rotary International; peace and conflict prevention, water and sanitation, maternal and child health, education and literacy and economic and community development.
- Registration Number
- CC25965
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-16
- Status
- Active
- CharityData Rating
- B+ (82.5/100)
- Sector
- Health
- Location
- Wanaka, Wanaka
- Website
- https://www.wanakarotary.club
- richardgray88@yahoo.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 4.1 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | - |
| 2024 | $0.1M | $0.1M | $0.0M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | $0.0M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.5/100
- Financial Score
- 90
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Hannah Walker | Trustee | 2024-12-06 |
| Doug Lovel | Trustee | 2020-07-01 |
Former Officers (22)
- Mike Elliot — Trustee
- Deans Hudson — Trustee
- David Brewer — Trustee
- Lloyd Mansfield — Trustee (departed 2021-01-01)
- Frances Tate — Trustee (departed 2024-11-01)
- Graeme Smart — Trustee (departed 2023-12-05)
- Tony Brown — Trustee (departed 2024-11-01)
- Robbie Julius — Trustee (departed 2019-12-31)
- Maryanne McKenzie — Trustee (departed 2018-06-30)
- George Russell — Trustee (departed 2016-11-22)
- Graham Stewart — Trustee (departed 2018-06-30)
- Patrick Waser — Trustee (departed 2018-06-30)
- Lois Haynes — Trustee (departed 2019-12-31)
- Don Irvine — Trustee (departed 2014-06-30)
- Janice Hughes — Trustee (departed 2011-06-30)
- William Russell — Trustee (departed 2011-06-30)
- Peter Harridge — Trustee (departed 2011-06-30)
- Howard Brown — Trustee (departed 2010-06-30)
- Peter Barrow — Trustee (departed 2010-06-30)
- Raymund Newell — Trustee (departed 2010-06-30)
Similar Charities in Health
Rotary Club of Wanaka Charitable Trust
Financial data as at June 2025. 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.
$159.7K
$118.4K
Financial data from Charities Services annual return (FY2025). 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 make available funding to clubs, institutions, and individuals to enhance, improve and make a difference in the Upper Clutha area. Donations made to regional, national and international causes fall within the six areas of focus of Rotary International; peace and conflict prevention, water and sanitation, maternal and child health, education and literacy and economic and community development.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 125 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B+Is this your charity?
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FY2021Contact Details
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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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