Rotary Club of Nelson West Incorporated Charitable TrustHealth Charity in Richmond

Rotary Club of Nelson West Incorporated Charitable Trust is a deregistered Trust charity in the Health sector, based in Richmond, Richmond. 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: Activities of this trust: Makes grants / loans to individuals, Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers), Makes Grants / Provides Services in the follwing sectors Education / training / research, Health, Environment / conservation, Community development, Emergency / disaster relief, Social services, Arts / culture / heritage, Sport / recreation, International activities, People with disabilities, Promotion of volunteering Children / young people, Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities

Registration Number
CC37598
Charity Type
Trust
Registration Date
2009-02-10
Status
Deregistered (2026-06-30)
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Richmond, Richmond
Email
itolerton@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
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$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 (3)

NameRoleAppointed
Nigel SuttonTrustee2024-09-10
Alastair HebberdTrustee2023-07-01
Grahame EdwardsTrustee2021-07-01

Former Officers (11)

  • Rodney WitteTrustee (departed 2023-06-30)
  • Kirsty HuttImmediate Past President (departed 2022-06-30)
  • Stephen LambertTrustee (departed 2024-06-30)
  • Alex MckenziePresident (departed 2021-06-30)
  • Kevin McGirrImmediate Past President (departed 2021-06-30)
  • Shelley FlemingImmediate Past President (departed 2020-06-30)
  • Gary StockerPast Club President (departed 2018-06-30)
  • Richard CarterImmediate Past Club President (departed 2018-06-30)
  • Raymond BarleyTrustee (departed 2014-06-30)
  • Patricia ConnellTrustee (departed 2014-06-30)
  • Franklyn LoganTrustee (departed 2014-06-30)

Similar Charities in Health

FunderHealthTrustCharitable TrustDeregistered

Rotary Club of Nelson West Incorporated Charitable Trust

CC37598Richmond, RichmondRegistered 10 Feb 2009
Data updated: Today
Financials30 Jun 2025Ratingyesterday

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

B-
74/100
Financial
78
Governance
65
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 designated
    Board 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.

Revenue

$68.1K

Expenses

$57.3K

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
HealthEducationEnvironmentSocial ServicesArts & CultureSports & RecreationAnimal WelfareInternational AidCommunity Development
Beneficiaries
ChildrenYouthElderlyPeople with DisabilitiesGeneral Public
Geographic Focus
Nationwide

About

Mission

Activities of this trust: Makes grants / loans to individuals, Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers), Makes Grants / Provides Services in the follwing sectors Education / training / research, Health, Environment / conservation, Community development, Emergency / disaster relief, Social services, Arts / culture / heritage, Sport / recreation, International activities, People with disabilities, Promotion of volunteering Children / young people, Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities

Key Statistics

Annual Revenue
$68.1K
Total Expenses
$57.3K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (16 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

50
Score /100
Concentrated
HHI: 5,001
Other53.1%
Donations46.7%
Investment Income0.1%

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

Peer Comparison

Ranked against 239 peers · Health · Under $100K

Rating Score
74
#14/240
Revenue
$68K
#37/240
Reserve Months
0.0
#1/240
Surplus
$11K
#58/240
Staff Cost %
0%
#1/240

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

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Richmond, Richmond

Registration

Registration NumberCC37598
Entity TypeTrust
Registered10 Feb 2009
StatusDeregistered
Deregistered30 Jun 2026

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated11 May 1998
Registered office
22 Oxford Street, Richmond, Nelson, 7011

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.