Rotary Club of Mount Victoria Charitable TrustHealth Charity in Wellington

Rotary Club of Mount Victoria Charitable Trust is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To support young people and community improvement across a range of areas including education, health and leadership.

Registration Number
CC43953
Charity Type
Trust
Registration Date
2010-04-07
Status
Active
CharityData Rating
B- (74.3/100)
Sector
Health
Location
Wellington, Wellington
Email
nigel.miller1952@outlook.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
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
5.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.1M
2024$0.1M$0.1M-
2023$0.1M$0.2M$0.0M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.1M$0.1M
2020$0.1M$0.1M-
2019$0.1M$0.2M$0.1M
2018$0.2M$0.1M$0.1M
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
74.3/100
Financial Score
82.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Avinash FigueredoOfficer2023-09-19
Colin CarrOfficer2023-09-19
nigel millerTrustee2019-12-10
Euan MacphersonTrustee2019-12-10

Former Officers (5)

  • Mino CleverleyTrustee (departed 2023-09-18)
  • Ian KellyTrustee (departed 2020-03-01)
  • Hector ThomsonTrustee (departed 2012-12-01)
  • Donald SmithTrustee (departed 2019-07-01)
  • Fiona IllingsworthTrustee (departed 2023-07-01)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club of Mount Victoria Charitable Trust

CC43953Wellington, WellingtonRegistered 7 Apr 2010
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

B-
74/100
Financial
83
Governance
55
Transparency
65

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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$125.0K

Expenses

$135.6K

Assets

$63.7K

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
HealthEducationCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

To support young people and community improvement across a range of areas including education, health and leadership.

Key Statistics

Annual Revenue
$125.0K
Total Expenses
$135.6K
Net Assets
$63.7K
Volunteers
0

Financial Trends

Financial Trends (15 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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

19
Score /100
Highly Concentrated
HHI: 8,135
High Concentration: 90% of revenue from Donations
Donations89.9%
Other6.5%
Trading / Services3.3%
Investment Income0.3%

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

Peer Comparison

Ranked against 141 peers · Health · $100K – $1M

Rating Score
74
#9/142
Revenue
$125K
#126/142
Reserve Months
5.6
#1/142
Surplus
$-11K
#113/142
Staff Cost %
0%
#1/142

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

Rating

B-
Score: 74.3/100
Financial
82.5
Governance
55
Transparency
65
Why this grade: Financial 83 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC43953
Entity TypeTrust
Registered7 Apr 2010
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: 13 September 2026.