Sue and Jack Leslie Rotary Charitable Trust — Education Charity in Paraparaumu

Sue and Jack Leslie Rotary Charitable Trust is a Charitable Trust charity in the Education sector, based in Paraparaumu, Paraparaumu. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To help promote educational opportunities for secondary and tertiary students and those undertaking apprenticeship and trade training within the Kapiti/Horowhenua area, with particular emphasis on students who would not otherwise be recognised by scholarship and similar awards

Registration Number
CC60186
Charity Type
Charitable Trust
Registration Date
2022-05-25
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Paraparaumu, Paraparaumu
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
157.6 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023-$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Susan GrimstrupTrustee2026-06-25
Ian AysonTrustee2022-04-01
Derek HughesTrustee2022-04-01
Roderick LingardTrustee2022-04-01
Helen GordonTrustee2022-04-01

Former Officers (1)

  • Peter Kennedy — Trustee (departed 2026-06-08)

Similar Charities in Education

FunderEducationCharitable TrustCharitable Trust

Sue and Jack Leslie Rotary Charitable Trust

CC60186Paraparaumu, ParaparaumuRegistered 25 May 2022
Data updated: 3 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
74/100
Financial
78
Governance
65
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 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.

Revenue

$12.9K

Expenses

$18.1K

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
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To help promote educational opportunities for secondary and tertiary students and those undertaking apprenticeship and trade training within the Kapiti/Horowhenua area, with particular emphasis on students who would not otherwise be recognised by scholarship and similar awards

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$12.9K
Total Expenses
$18.1K
Net Assets
-

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
157.6mo
Could operate 157.6 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
74
#17/290
Revenue
$13K
#162/290
Reserve Months
157.6
#1/290
Surplus
$-5K
#237/290
Staff Cost %
0%
#1/290

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Paraparaumu, Paraparaumu

Registration

Registration NumberCC60186
Entity TypeCharitable Trust
Registered25 May 2022
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 5 October 2026.