Rotary Club of Whakatu Charitable Trust — Education Charity in Nelson
Rotary Club of Whakatu Charitable Trust is a Trust charity in the Education sector, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: 1. To promote the improvement of literacy and numeracy in schools and other learning organizations. 2. To improve our community by meeting the needs of various groups through service and fundraising projects. 3. To promote the development of leadership and vocational skills in the community.
- Registration Number
- CC49270
- Charity Type
- Trust
- Registration Date
- 2013-05-02
- Status
- Active
- CharityData Rating
- B (77.3/100)
- Sector
- Education
- Location
- Nelson, Nelson
- mcguin4@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, Family / whanau, General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 147.1 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.0M | - |
| 2024 | $0.3M | $0.3M | $0.0M |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.2M | $0.2M | $0.0M |
| 2020 | $0.0M | $0.1M | $0.0M |
| 2019 | $0.2M | $0.1M | $0.0M |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.3/100
- Financial Score
- 82.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (18)
- Wendy Goode — Trustee
- Julie Bryant — Trustee
- William Wagstaff — Trustee
- Deliese MacKay — Trustee
- David Thompson — Trustee
- Martin Du Ruyter — Trustee
- Brian McGurk — Trustee (departed 2025-08-29)
- Karen Stade — Trustee (departed 2024-10-25)
- Shane Davies — Trustee (departed 2019-09-27)
- Kristine Marriott — Trustee (departed 2023-01-23)
- Steve Kelso — Trustee (departed 2020-10-16)
- Sean Thomas — Trustee (departed 2018-09-14)
- Hugh Briggs — Trustee (departed 2013-11-22)
- Paul Rosanowski — Trustee (departed 2013-06-30)
- Sandra Young — Trustee (departed 2014-03-18)
- Michelle Hunt — Trustee (departed 2014-06-30)
- Anne-Marie Gully — Trustee (departed 2017-12-31)
- Paul McGuinness — Secretary
Funding Sources
- Mainland Foundation Limited — $142,730
- Air Rescue Services Limited — $116,862.99
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Rotary Club of Whakatu 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 7. 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.
$51.4K
$2.6K
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
1. To promote the improvement of literacy and numeracy in schools and other learning organizations. 2. To improve our community by meeting the needs of various groups through service and fundraising projects. 3. To promote the development of leadership and vocational skills in the community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 329 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
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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: 29 September 2026.
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