Rotary Club of Invercargill North Charitable Trust — Education Charity in Invercargill

Rotary Club of Invercargill North Charitable Trust is a Charitable Trust charity in the Education sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The objects and purpose of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community.

Registration Number
CC32204
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (77.3/100)
Sector
Education
Location
Invercargill, Invercargill
Email
lindsayjordanrotary@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
14.1 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.1M$0.1M$0.0M
2020$0.0M$0.1M$0.0M
2019$0.1M$0.1M$0.0M
2018$0.1M$0.1M$0.0M
2017$0.1M$0.1M$0.1M
2016$0.1M$0.1M$0.0M

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)

NameRoleAppointed

Former Officers (28)

  • Sandy Gilmete — President
  • Douglas Lindsay — Executive Member
  • Wendy Creurer — Secretary (departed 2025-09-25)
  • Sonya Chalmers — Past President
  • Jo Turner — Treasurer (departed 2023-06-30)
  • David Boniface — Past President (departed 2025-09-25)
  • Juliana Baxter — President (departed 2023-06-30)
  • robyn Jordan — President (departed 2022-06-30)
  • Dean Johnston — President Elect (departed 2021-06-30)
  • sharon hamilton — President (departed 2021-06-30)
  • Trish Boyle — Secretary (departed 2022-06-30)
  • Lindsay Jordan — Secretary Treasurer
  • Tony Chadderton — Treasurer (departed 2019-06-30)
  • David Goble — Past President (departed 2019-06-30)
  • Louise Pagan — President (departed 2018-09-20)
  • Trevor Johnston — Past President (departed 2017-11-16)
  • Owen Webb — Treasurer (departed 2017-06-29)
  • Paul Horner — Trustee (departed 2016-06-23)
  • Christopher Checketts — Trustee (departed 2016-06-23)
  • Stephen Dalton — Trustee (departed 2016-06-23)

Funding Sources

  • Aotearoa Gaming Foundation — $20,000

Similar Charities in Education

FunderEducationCharitable TrustCharitable Trust

Rotary Club of Invercargill North Charitable Trust

CC32204Invercargill, InvercargillRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

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

B
77/100
Financial
83
Governance
65
Transparency
65
Revenue

$22.9K

Expenses

$20.4K

Assets

$23.9K

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Southland

About

Mission

The objects and purpose of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$22.9K
Total Expenses
$20.4K
Net Assets
$23.0K
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
14.1mo
Could operate 14.1 months with zero revenue
Healthy
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

15
Score /100
Highly Concentrated
HHI: 8,518
High Concentration: 92% of revenue from Donations
Donations92.0%
Other7.3%
Investment Income0.8%

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

Peer Comparison

Ranked against 294 peers · Education · Under $100K

Rating Score
77
#8/295
Revenue
$23K
#117/295
Reserve Months
14.1
#1/295
Surplus
$3K
#94/295
Staff Cost %
0%
#1/295

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

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC32204
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Apr 2000
Registered office
55 Glenroy Park Drove, Waikiwi, Invercargill

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Sponsors / undertakes research

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.