Rotary Club Of Kerikeri Charitable TrustEducation Charity in Kerikeri

Rotary Club Of Kerikeri Charitable Trust is a Trust charity in the Education sector, based in Kerikeri, Kerikeri. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To stand possessed of the Trust Fund both capital and income and in the sole and uncontrolled discretion of the Trust Board to use and apply the income, or such part thereof in and towards the making of grants for charitable purposes, especially for the benefit of youth, including the relief of poverty, the advancement of education or religion or any other matter beneficial to the community. (Trust Deed, Appendix A, Article 1)

Registration Number
CC36792
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Kerikeri, Kerikeri
Email
rckktreasurer@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
8.7 months of operating expenses
Volunteers
1
Financial Year End
2025-06-30

Financial History

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

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (25)

  • Uta ClaydonTreasurer
  • Dawn LaurensonTrustee
  • Clive NewtonChair
  • Keith DayChair (departed 2022-11-11)
  • Terence FrazerhurstTrustee (departed 2022-11-11)
  • Elisabeth PetrieTrustee (departed 2025-06-30)
  • Neil BlanchfieldTrustee (departed 2022-06-30)
  • Douglas GalbraithTrustee
  • Ian FaulknerTrustee (departed 2017-06-30)
  • Christopher BurrowsTrustee (departed 2019-11-08)
  • Ian BrooksTrustee (departed 2017-03-31)
  • Bruce MathiesonIndividual (departed 2016-03-09)
  • Martin MacphersonCommittee Member (departed 1915-07-30)
  • Jennifer WilsonTrustee (departed 2015-12-31)
  • Jennifer JamesTrustee (departed 1914-07-30)
  • Vicki DouglasChair (departed 2025-06-30)
  • John TomsTrustee (departed 2019-08-18)
  • Sherryl NealeTrustee (departed 2012-12-01)
  • Chris MahoneyTrustee (departed 2009-06-30)
  • Keith ArdernTrustee (departed 2011-11-25)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Rotary Club Of Kerikeri Charitable Trust

CC36792Kerikeri, KerikeriRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

B-
74/100
Financial
78
Governance
65
Transparency
65
Revenue

$76.6K

Expenses

$103.2K

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 ServicesArts & CultureCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

To stand possessed of the Trust Fund both capital and income and in the sole and uncontrolled discretion of the Trust Board to use and apply the income, or such part thereof in and towards the making of grants for charitable purposes, especially for the benefit of youth, including the relief of poverty, the advancement of education or religion or any other matter beneficial to the community. (Trust Deed, Appendix A, Article 1)

Key Statistics

Annual Revenue
$76.6K
Total Expenses
$103.2K
Net Assets
-
Volunteers
1

Financial Trends

Financial Trends (17 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
79c
For every $1 spent, 79c reaches programs
Strong
Sustainability
8.7mo
Could operate 8.7 months with zero revenue
Healthy
Fundraising Cost
$0.29
Costs $0.29 to raise each $1 in donations
Moderate

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

Revenue Diversification

8
Score /100
Highly Concentrated
HHI: 9,245
High Concentration: 96% of revenue from Donations
Donations96.1%
Other3.1%
Investment Income0.7%

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

Peer Comparison

Ranked against 345 peers · Education · Under $100K

Rating Score
74
#8/346
Revenue
$77K
#27/346
Reserve Months
8.7
#1/346
Surplus
$-27K
#329/346
Staff Cost %
0%
#1/346

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Kerikeri, Kerikeri

Registration

Registration NumberCC36792
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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.