{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Vic Davis Memorial Trust","slug":"vic-davis-memorial-trust","charities_register_number":"CC24029","nzbn":"9429043154142","status":"registered","registration_date":"2008-05-07","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Whakatane","city":"Whakatane","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":"http://www.vicdavistrust.org","purpose":"The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in\r\ninvestigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The\r\nTrust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and\r\ncauses of mental ill health and to disseminate the knowledge gained.  The Trusts' second objective is to fund the\r\ncosts and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after\r\nthe 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.","mission":"The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in\r\ninvestigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The\r\nTrust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and\r\ncauses of mental ill health and to disseminate the knowledge gained.  The Trusts' second objective is to fund the\r\ncosts and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after\r\nthe 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."},"rating":{"rated":true,"grade":"B","score":77.3,"score_scale":"0-100","financial_score":82.5,"governance_score":65,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":257356,"total_expenses_nzd":64599,"surplus_deficit_nzd":192757,"total_assets_nzd":3273714,"total_liabilities_nzd":7207,"net_assets_nzd":3266507,"cash_reserves_nzd":111941,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4399dff1-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":257356,"total_expenses_nzd":64599,"surplus_deficit_nzd":192757,"net_assets_nzd":3266507,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4399dff1-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":164028,"total_expenses_nzd":98514,"surplus_deficit_nzd":65514,"net_assets_nzd":3073710,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=39099c09-c40e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":103303,"total_expenses_nzd":65765,"surplus_deficit_nzd":37538,"net_assets_nzd":3008196,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b371ffab-eeef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":77443,"total_expenses_nzd":64304,"surplus_deficit_nzd":null,"net_assets_nzd":2775488,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=88cd2cfd-53d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":82382,"total_expenses_nzd":128534,"surplus_deficit_nzd":null,"net_assets_nzd":2856994,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dfb72b8c-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":264935,"total_expenses_nzd":53499,"surplus_deficit_nzd":null,"net_assets_nzd":2903146,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7ddf0844-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":69431,"total_expenses_nzd":114284,"surplus_deficit_nzd":null,"net_assets_nzd":2656646,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3d0abea9-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":173990,"total_expenses_nzd":83578,"surplus_deficit_nzd":null,"net_assets_nzd":2773906,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=19cd1e65-a4d2-e911-b775-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":138520,"total_expenses_nzd":38712,"surplus_deficit_nzd":null,"net_assets_nzd":2683494,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dc136dc7-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":120669,"total_expenses_nzd":110322,"surplus_deficit_nzd":null,"net_assets_nzd":2647186,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=923c91b5-629e-e711-aae0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":8,"total_officers_recorded":17,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/vic-davis-memorial-trust","markdown":"https://charitydata.co.nz/api/v1/charities/vic-davis-memorial-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/vic-davis-memorial-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24029","website":"http://www.vicdavistrust.org"},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-10-04","rating_computed":"2026-10-01","generated_at":"2026-10-04T16:10:01.050Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}