Rotary Club Of Carterton Charitable TrustHealth Charity in Carterton

Rotary Club Of Carterton Charitable Trust is a Trust charity in the Health sector, based in Carterton, Carterton. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The Trust's objectives are every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community and in particular: Promoting Rotary youth programmes to develop leadership skills and innovation; Supporting young people in our community with their education and wellbeing; Enabling projects and the work of charities which benefit our community; and Contributing to Rotary's international work in health and humanitarian aid.

Registration Number
CC39820
Charity Type
Trust
Registration Date
2009-05-05
Status
Active
CharityData Rating
B (76.8/100)
Sector
Health
Location
Carterton, Carterton
Email
rotarycarterton@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
11.4 months of operating expenses
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Alastair OrsbornChair2026-07-29

Former Officers (22)

  • Sheila ButlerPresident Elect
  • Nicki ParlettTreasurer
  • Georgia OsmondPresident (departed 2026-06-30)
  • Vickie PickeringPast President
  • Steve LaurencePresident Elect (departed 2022-06-30)
  • Kevin ConroySecretary (departed 2022-06-30)
  • John ReeveSecretary
  • Robyn CampbellTreasurer (departed 2024-08-19)
  • Rodney OlearyImmediate Past President (departed 2022-06-30)
  • Robert StockleySecretary (departed 2021-06-30)
  • Alan ButlerImmediate Past President (departed 2021-06-30)
  • Joseph GillardPresident (departed 2019-06-30)
  • Laura HopkinsTreasurer (departed 2021-06-30)
  • Vaughan PaulPast President (departed 2019-06-30)
  • John SkeneTrustee (departed 2017-07-01)
  • Deirdre O'FlynnTrustee (departed 2016-08-01)
  • Bryan GeurtsTrustee (departed 2016-10-31)
  • Barbara DurbinTrustee (departed 2015-07-27)
  • Bryant BoothTrustee (departed 2015-07-27)
  • Roger StentonTrustee (departed 2015-07-27)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club Of Carterton Charitable Trust

CC39820Carterton, CartertonRegistered 5 May 2009
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating12h ago

Financial data as at June 2025. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$48.7K

Expenses

$35.7K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSocial ServicesArts & CultureInternational AidCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

The Trust's objectives are every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community and in particular: Promoting Rotary youth programmes to develop leadership skills and innovation; Supporting young people in our community with their education and wellbeing; Enabling projects and the work of charities which benefit our community; and Contributing to Rotary's international work in health and humanitarian aid.

Key Statistics

Annual Revenue
$48.7K
Total Expenses
$35.7K
Net Assets
-
Volunteers
1

Financial Trends

Financial Trends (16 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
87c
For every $1 spent, 87c reaches programs
Strong
Sustainability
11.4mo
Could operate 11.4 months with zero revenue
Healthy
Fundraising Cost
$0.09
Costs $0.09 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Donations
Donations99.0%
Investment Income1.0%

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

Peer Comparison

Ranked against 239 peers · Health · Under $100K

Rating Score
77
#10/240
Revenue
$49K
#59/240
Reserve Months
11.4
#1/240
Surplus
$13K
#43/240
Staff Cost %
0%
#1/240

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Carterton, Carterton

Registration

Registration NumberCC39820
Entity TypeTrust
Registered5 May 2009
StatusRegistered

Sector & Activities

Primary Sector
Health

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: 11 September 2026.