# Vic Davis Memorial Trust

**Charities Register number:** CC24029
**Status:** Registered
**Registered since:** 2008-05-07
**Sector:** Health
**ICNPO group:** Health
**Region:** Whakatane
**NZBN:** 9429043154142
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

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.

## CharityData rating

- **Grade:** B (77.3 / 100)
- **Financial health:** 82.5/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$164k
- **Total expenses:** NZ$99k
- **Surplus / deficit:** NZ$66k
- **Total assets:** NZ$3.08M
- **Total liabilities:** NZ$7k
- **Net assets:** NZ$3.07M
- **Cash reserves:** NZ$81k
- **Donations:** NZ$14k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=39099c09-c40e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$164k | NZ$99k | NZ$66k | NZ$3.07M |
| 2024-03-31 | NZ$103k | NZ$66k | NZ$38k | NZ$3.01M |
| 2023-03-31 | NZ$77k | NZ$64k | not disclosed | NZ$2.78M |
| 2022-03-31 | NZ$82k | NZ$129k | not disclosed | NZ$2.86M |
| 2021-03-31 | NZ$265k | NZ$53k | not disclosed | NZ$2.90M |
| 2020-03-31 | NZ$69k | NZ$114k | not disclosed | NZ$2.66M |
| 2019-03-31 | NZ$174k | NZ$84k | not disclosed | NZ$2.77M |
| 2018-03-31 | NZ$139k | NZ$39k | not disclosed | NZ$2.68M |
| 2017-03-31 | NZ$121k | NZ$110k | not disclosed | NZ$2.65M |
| 2016-03-31 | NZ$142k | NZ$149k | not disclosed | NZ$2.64M |

## Governance

- **Officers on the register:** 8 current (17 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24029) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/vic-davis-memorial-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/vic-davis-memorial-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/vic-davis-memorial-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24029
- Charity website: http://www.vicdavistrust.org

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/vic-davis-memorial-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-04T10:52:41.834Z.