Vic Davis Memorial Trust — Health Charity in Whakatane
Vic Davis Memorial Trust is a Trust charity in the Health sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in investigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The Trust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and causes of mental ill health and to disseminate the knowledge gained. The Trusts' second objective is to fund the costs and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after the first and second objectives is to provide funding for crafts person training at the Whakatane Water Wheel Museum. If no such program is in place, then usable income shall be paid to the J R McKenzie Trust for its purposes.
- Registration Number
- CC24029
- Charity Type
- Trust
- Registration Date
- 2008-05-07
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- Location
- Whakatane, Whakatane
- Website
- http://www.vicdavistrust.org
- admin@vicdavistrust.org
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $3.1M NZD
- Net Assets
- $3.1M NZD
- Reserve Months
- 374.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $3.1M |
| 2024 | $0.1M | $0.1M | $3.0M |
| 2023 | $0.1M | $0.1M | $2.8M |
| 2022 | $0.1M | $0.1M | $2.9M |
| 2021 | $0.3M | $0.1M | $2.9M |
| 2020 | $0.1M | $0.1M | $2.7M |
| 2019 | $0.2M | $0.1M | $2.8M |
| 2018 | $0.1M | $0.0M | $2.7M |
| 2017 | $0.1M | $0.1M | $2.6M |
| 2016 | $0.1M | $0.1M | $2.6M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 374.4 months of expenses in reserves ($3.1M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (17)
- Vasanthi Bradley — Trustee
- Philip Sherrell — Trustee
- Ian Finch — Trustee
- Clive Tozer — Trustee
- Richard Underwood — Trustee
- Karen Gow — Officer/trustee
- Leonard Eilbeck — Officer/trustee
- Judith Wilson — Officer/trustee
- Kevin Violich — Trustee (departed 2016-08-24)
- Karen Smith — Trustee (departed 2023-11-01)
- Tony Bonne — Trustee (departed 2016-08-24)
- Brian Jackson — Treasurer (departed 2009-10-20)
- Michael Shepherd — Chair (departed 2018-06-07)
- Joanne Hanna — Trustee (departed 2008-02-17)
- Bruce Davis — Trustee (departed 2011-06-27)
- Mark Bruce — Trustee (departed 2020-07-15)
- Rob Rowson — Trustee (departed 2016-08-24)
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Vic Davis Memorial Trust
CC24029Whakatane, WhakataneRegistered 7 May 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$164.0K
Expenses
$98.5K
Assets
$3.1M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Bay of Plenty
About
Mission
The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in investigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The Trust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and causes of mental ill health and to disseminate the knowledge gained. The Trusts' second objective is to fund the costs and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after the first and second objectives is to provide funding for crafts person training at the Whakatane Water Wheel Museum. If no such program is in place, then usable income shall be paid to the J R McKenzie Trust for its purposes.
Key Statistics
Annual Revenue
$164.0K
Total Expenses
$98.5K
Net Assets
$3.1M
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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
16
Score /100
Highly Concentrated
HHI: 8,395
High Concentration: 91% of revenue from Investment Income
Investment Income91.2%
Donations8.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 148 peers · Health · $100K – $1M
Rating Score
30
Revenue
$164K
Reserve Months
374.4
Surplus
$66K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC24029
Entity TypeTrust
Registered7 May 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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