Rotary Club of Levin Charitable TrustHealth Charity in Levin

Rotary Club of Levin Charitable Trust is a Trust charity in the Health sector, based in Levin, Levin. 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: 1 To promote the improvement of literacy and numeracy 2 To improve our community by meeting needs of the following through service and fundraising projects; aged or infirm,charitable needs of women and children,those in poverty,public health needs 3 to promote the development of leadership and vocational skills in the community

Registration Number
CC45731
Charity Type
Trust
Registration Date
2010-11-18
Status
Active
CharityData Rating
B (76.8/100)
Sector
Health
Location
Levin, Levin
Email
alisonrushbrook@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
127.5 months of operating expenses
Volunteers
0
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$0.1M$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 (0)

NameRoleAppointed

Former Officers (19)

  • Mark ConroyOfficer
  • Geoffrey KaneOfficer
  • Lance HegerTrutee (departed 2024-06-30)
  • Sandra EckertTrustee (departed 2024-02-01)
  • Graeme GoreTrustee
  • Alison RushbrookTrustee
  • Barry RollinsonChairman/trustee
  • Bernard LongTrustee (departed 2018-03-30)
  • Christine OsborneSecretary/trustee (departed 2022-11-01)
  • Paul McQuillanTrustee (departed 2025-02-01)
  • Alan SmithTrustee (departed 2017-06-30)
  • Douglas BolithoChairperson / Trustee (departed 2016-11-29)
  • Douglas LawTreasurer/trustee (departed 2022-11-01)
  • Bernard WandenTrustee (departed 2022-11-01)
  • Robin BarrieSettlor (departed 2014-08-01)
  • Mark PegdenTrustee (departed 2012-09-20)
  • Alan DixonTrustee (departed 2012-09-20)
  • Abraham TuckerTrustee (departed 2013-09-17)
  • Lindsay MackayTrustee (departed 2013-09-17)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club of Levin Charitable Trust

CC45731Levin, LevinRegistered 18 Nov 2010
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating15h ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$11.8K

Expenses

$11.8K

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationSocial ServicesCommunity Development
Beneficiaries
ChildrenElderlyWomenGeneral Public
Geographic Focus
Nationwide

About

Mission

1 To promote the improvement of literacy and numeracy 2 To improve our community by meeting needs of the following through service and fundraising projects; aged or infirm,charitable needs of women and children,those in poverty,public health needs 3 to promote the development of leadership and vocational skills in the community

Key Statistics

Annual Revenue
$11.8K
Total Expenses
$11.8K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
127.5mo
Could operate 127.5 months with zero revenue
Over-capitalized
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

63
Score /100
Moderate
HHI: 3,680
Donations42.2%
Investment Income39.6%
Other18.2%

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

Peer Comparison

Ranked against 235 peers · Health · Under $100K

Rating Score
77
#8/236
Revenue
$12K
#145/236
Reserve Months
127.5
#1/236
Surplus
$-2
#142/236
Staff Cost %
0%
#1/236

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
Levin, Levin

Registration

Registration NumberCC45731
Entity TypeTrust
Registered18 Nov 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Aug 2011
Registered office
17 Claremont Rise Levin 5510, Levin

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.