Rotary Club of Petone Charitable Trust — Education Charity in Lower Hutt
Rotary Club of Petone Charitable Trust is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity C- (57.3/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: Every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The Charity Rules (Deed Establishing Rotary Club of Petone Charitable Trust) Sections 4.1 to 4.1.7 set out the objects of the Trust in greater detail
- Registration Number
- CC32320
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (57.3/100)
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $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 | $0.0M | $0.1M |
| 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 | $0.5M |
| 2019 | $0.0M | $0.0M | $0.5M |
| 2018 | $0.1M | $0.1M | $0.5M |
| 2017 | $0.0M | $0.1M | $0.4M |
| 2016 | $0.0M | $0.1M | $0.5M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 57.3/100
- Financial Score
- 82.5
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 4 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (17)
- Laura Watson — Trustee
- William Allan — Trustee
- Kevin Harris — Trustee
- Robert Wells — Trustee
- Tui Lewis — Trustee
- Stewart Irwin — Trustee
- Stephen Fitzjohn — Trustee (departed 2024-12-24)
- Alan Stevens — Trustee (departed 2024-12-10)
- Neil Potter — Trustee (departed 2021-12-07)
- Ian Martin — Trustee (departed 2019-12-03)
- Gerhardt Pallo — Trustee (departed 2017-12-05)
- Colin Partington — Trustee (departed 2018-08-14)
- Pam Hanna — Trustee (departed 2015-06-30)
- Bernard Hall — Trustee/treasurer (departed 2015-06-30)
- David Gratton — Trustee/secretary (departed 2011-12-31)
- Warwick Johnston — Trustee (departed 2015-06-30)
- Lesley Lennon — Trustee (departed 2009-06-30)
Similar Charities in Education
- Sathya Sai Preschool Rongomai — Education
- Northland Kindergarten Association Incorporated — Education
- Pukekohe Christian School Trust — Education
- Kotuku Trust — Education
- IPENZ Foundation — Education
Rotary Club of Petone 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.
$44.6K
$33.4K
$62.8K
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
Every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The Charity Rules (Deed Establishing Rotary Club of Petone Charitable Trust) Sections 4.1 to 4.1.7 set out the objects of the Trust in greater detail
Key Statistics
Financial Trends
Financial Trends (17 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 345 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
C-Is this your charity?
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Registration
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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