Vic Davis Memorial Trust — Health Charity in Whakatane
Vic Davis Memorial Trust is a Charitable Trust charity in the Health sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.
Mission: The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in investigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The Trust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and causes of mental ill health and to disseminate the knowledge gained. The Trusts' second objective is to fund the costs and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after the first and second objectives is to provide funding for crafts person training at the Whakatane Water Wheel Museum. If no such program is in place, then usable income shall be paid to the J R McKenzie Trust for its purposes.
- Registration Number
- CC24029
- Charity Type
- Charitable Trust
- Registration Date
- 2008-05-07
- Status
- Active
- CharityData Rating
- B (77.3/100)
- Sector
- Health
- Location
- Whakatane, Whakatane
- Website
- http://www.vicdavistrust.org
- admin@vicdavistrust.org
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, Other charities, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $3.1M NZD
- Net Assets
- $3.1M NZD
- Reserve Months
- 9.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $3.1M |
| 2024 | $0.1M | $0.1M | $3.0M |
| 2023 | $0.1M | $0.1M | $2.8M |
| 2022 | $0.1M | $0.1M | $2.9M |
| 2021 | $0.3M | $0.1M | $2.9M |
| 2020 | $0.1M | $0.1M | $2.7M |
| 2019 | $0.2M | $0.1M | $2.8M |
| 2018 | $0.1M | $0.0M | $2.7M |
| 2017 | $0.1M | $0.1M | $2.6M |
| 2016 | $0.1M | $0.1M | $2.6M |
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 (17)
- Vasanthi Bradley — Trustee
- Philip Sherrell — Trustee
- Ian Finch — Trustee
- Clive Tozer — Trustee
- Richard Underwood — Trustee
- Karen Gow — Officer/trustee
- Leonard Eilbeck — Officer/trustee
- Judith Wilson — Officer/trustee
- Kevin Violich — Trustee (departed 2016-08-24)
- Karen Smith — Trustee (departed 2023-11-01)
- Tony Bonne — Trustee (departed 2016-08-24)
- Brian Jackson — Treasurer (departed 2009-10-20)
- Michael Shepherd — Chair (departed 2018-06-07)
- Joanne Hanna — Trustee (departed 2008-02-17)
- Bruce Davis — Trustee (departed 2011-06-27)
- Mark Bruce — Trustee (departed 2020-07-15)
- Rob Rowson — Trustee (departed 2016-08-24)
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Vic Davis Memorial Trust
Financial data as at March 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 8. 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.
$164.0K
$98.5K
$3.1M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in investigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The Trust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and causes of mental ill health and to disseminate the knowledge gained. The Trusts' second objective is to fund the costs and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after the first and second objectives is to provide funding for crafts person training at the Whakatane Water Wheel Museum. If no such program is in place, then usable income shall be paid to the J R McKenzie Trust for its purposes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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
BIs this your charity?
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FY2024Contact Details
Registration
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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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