The Levin Charitable Trust — Community Development Charity in Levin

The Levin Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Levin, Levin. This organisation also provides funding to other charities. CharityData rates this charity B- (70.9/100). Annual revenue: $0.3M NZD. Financial data as at March 2026.

Mission: To advance and develop educational, cultural, recreational and sporting facilities in the Levin and surrounding district, with the emphasis on youth.

Registration Number
CC27266
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.9/100)
Sector
Community Development
Location
Levin, Levin
Email
info@colbertcooper.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, General public, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
11648.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.3M$0.0M$0.4M
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M-$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B-
Overall Score
70.9/100
Financial Score
73.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Ross CampbellTrustee2026-07-27
Byron GloverTrustee2026-07-27
Tamar HalbertTrustee2026-07-27
Paul McQuillanTrustee2019-07-31
Shelly Mitchell JenkinsTrustee2005-07-18
Gordon LittleTrustee1999-06-07

Former Officers (5)

  • Terry Taylor — Trustee (departed 2026-07-27)
  • Denis Mark — Trustee (departed 2018-08-06)
  • Leigh McMeeken — Chairperson-Trustee (departed 2019-07-31)
  • Michael Harvey — Trustee (departed 2010-07-27)
  • Peter Crowther — Trustee (departed 2026-07-27)

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustCharitable Trust

The Levin Charitable Trust

CC27266Levin, LevinRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

B-
71/100
Financial
74
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 6. 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

$262.0K

Expenses

$438

Assets

$425.2K

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
EducationSports & RecreationCommunity Development
Beneficiaries
Youth
Geographic Focus
Nationwide

About

Mission

To advance and develop educational, cultural, recreational and sporting facilities in the Levin and surrounding district, with the emphasis on youth.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$262.0K
Total Expenses
$438
Net Assets
$425.2K

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
11648.2mo
Could operate 11648.2 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

6
Score /100
Highly Concentrated
HHI: 9,362
High Concentration: 97% of revenue from Donations
Donations96.7%
Investment Income3.3%

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

Peer Comparison

Ranked against 147 peers · Community Development · $100K – $1M

Rating Score
71
#25/148
Revenue
$262K
#82/148
Reserve Months
11648.2
#1/148
Surplus
$262K
#10/148
Staff Cost %
0%
#1/148

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

Rating History

B-
2026
Score: 70.9
Financial: 74 | Governance: 65 | Transparency: 65
Current
B+
2025
Score: 84.3
Financial: 93 | Governance: 65 | Transparency: 65

Rating

B-
Score: 70.9/100
Financial
73.5
Governance
65
Transparency
65
Why this grade: Financial 74 × 40% + Governance 65 × 60% = 68 → B-.
View Full Score Breakdown

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Contact Details

Address
Levin, Levin

Registration

Registration NumberCC27266
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Aug 2001
Registered office
Messrs Colbert Cooper & Co Chartered Accountants 275 Oxford Street Levin, Levin

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants to organisations (including schools or other charities)

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.