Rotary Club of Mount Maunganui Charitable Trust — Education Charity in Mount Maunganui
Rotary Club of Mount Maunganui Charitable Trust is a Trust charity in the Education sector, based in Mount Maunganui, Mount Maunganui. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: To carry out and raise money for the relief of poverty, the advancement of education or religion or any other matter beneficial to the community.
- Registration Number
- CC29278
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Education
- Location
- Mount Maunganui, Mount Maunganui
- baileymb@kinect.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.1M | - |
| 2024 | $0.0M | $0.1M | - |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.0M | - |
| 2016 | $0.1M | $0.0M | - |
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 (6)
| Name | Role | Appointed |
|---|---|---|
| Stephen Ford | Trustee | 2023-11-20 |
| Allan Stewart | Trustee | 2020-07-06 |
| Peter Clarke | Trustee | 2016-10-18 |
| Bryce Mcfall | Trustee | 2016-10-18 |
| Derek Vincent | Trustee | 2016-01-27 |
| Murray Bailey | Trustee Trust Coordinator | 2015-02-25 |
Former Officers (15)
- Michael Chambers — Trustee Immediate Past President (departed 2023-08-23)
- Trevor Thorne — Club President (departed 2020-07-31)
- Lindsey Wood — Trustee (departed 2016-01-26)
- Douglas Farquharson — Trustee (departed 2014-09-01)
- Mervyn Johansson — Trustee (departed 2019-10-03)
- Christopher Thomas — Trustee (departed 2016-10-18)
- Robin Bly — Trustee (departed 2016-12-01)
- Graeme Nummy — Trustee (departed 2016-01-26)
- Charles Pettit — Trustee (departed 2011-06-30)
- Peter Calderwood — Trustee (departed 2008-06-30)
- Michael Frohlich — Trustee (departed 2009-06-30)
- William Blehler — Trustee (departed 2012-06-30)
- Stanley Laird — Trustee (departed 2011-07-05)
- Bryan Jackson — Trustee (departed 2014-09-01)
- William Biehler — Trustee (departed 2011-08-02)
Similar Charities in Education
- Northland Kindergarten Association Incorporated — Education
- Victoria House Incorporated — Education
- Pukekohe Christian School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Kotuku Trust — Education
Rotary Club of Mount Maunganui Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair designatedBoard of 6 with no chair designated on the register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$12.3K
$97.0K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To carry out and raise money for the relief of poverty, the advancement of education or religion or any other matter beneficial to the community.
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 336 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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Registration
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Sector & Activities
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.
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