Rotary Club Of Ashburton Charitable Trust — Health Charity in Ashburton

Rotary Club Of Ashburton Charitable Trust is a Trust charity in the Health sector, based in Ashburton, Ashburton. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $0.1M NZD. Financial data as at June 2026.

Mission: The Objects and Purpose of the Trust shall be every charitable purpose whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The objects of the Trust are: To promote the improvement of literacy and Numeracy through: -The provision of resources to kindergartens, schools and other educational institutions. -The provisions of scholarships and prizes for academic achievement. -Providing assistance to other organisations working to improve literacy and numeracy. To improve our community by meeting needs of the following through service and fundraising projects: -Needs of the aged and infirmed. -Needs of women and children. -Needs of those affected by poverty. -Public health needs. To promote the development of leadership and vocational skill in the community through: -The provision and sponsorship of leadership courses to young people. -Provision of vocational skills training and or support to vocational training

Registration Number
CC32053
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (82.7/100)
Sector
Health
Location
Ashburton, Ashburton
Email
rotarash@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2026

Beneficiaries: Animals, Children / young people, Family / whanau, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
3.9 months of operating expenses
Staff Count
1
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.0M$0.0M
2023$0.1M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.1M$0.1M$0.0M
2019$0.1M$0.1M$0.0M
2018$0.1M$0.1M-
2017$0.1M$0.1M-

CharityData Rating

Overall Grade
B+
Overall Score
82.7/100
Financial Score
86
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (30)

  • Richard Johnson — Trustee
  • Michael Kingsbury — Trustee
  • John Driscoll — Trustee-Chairman
  • David Stewart — Trustee
  • Donald Williamson — Trustee
  • David Mead — Trustee
  • Sharyn Amos — Trustee (departed 2024-07-09)
  • Elizabeth Cook — Trustee (departed 2023-05-02)
  • Mark Lester — Treasurer (departed 2022-06-07)
  • Garry Haskett — Trustee (departed 2022-07-01)
  • Leicester Wilson — Trustee (departed 2025-08-26)
  • Rodger Letham — Trustee (departed 2021-06-30)
  • Peter O'Leary — Trustee-Treasurer
  • Perry Smith — Trustee (departed 2021-06-30)
  • James Lischner — Treasurer (departed 2021-06-30)
  • David Jones — Trustee (departed 2019-06-30)
  • Bevan Rickerby — Trustee (departed 2019-06-30)
  • Ivan Blain — Trustee (departed 2017-06-30)
  • Alison Driscoll — Trustee (departed 2018-06-30)
  • Kieran O'Hagen — Treasurer (departed 2015-05-19)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club Of Ashburton Charitable Trust

CC32053Ashburton, AshburtonRegistered 30 Jun 2008
Data updated: 5 days ago
Financials3mo agoRating3d ago

Financial data as at June 2026. Sourced from Charities Services register.

B+
83/100
Balance sheet from 2024 used (not reported this year)
Financial
86
Governance
75
Transparency
65
Revenue

$78.7K

Expenses

$76.3K

Staff

1

Financial data from Charities Services annual return (FY2026). 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
HealthEducationSocial ServicesArts & CultureCommunity Development
Beneficiaries
ChildrenYouthElderlyWomenGeneral Public
Geographic Focus
Nationwide

About

Mission

The Objects and Purpose of the Trust shall be every charitable purpose whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The objects of the Trust are: To promote the improvement of literacy and Numeracy through: -The provision of resources to kindergartens, schools and other educational institutions. -The provisions of scholarships and prizes for academic achievement. -Providing assistance to other organisations working to improve literacy and numeracy. To improve our community by meeting needs of the following through service and fundraising projects: -Needs of the aged and infirmed. -Needs of women and children. -Needs of those affected by poverty. -Public health needs. To promote the development of leadership and vocational skill in the community through: -The provision and sponsorship of leadership courses to young people. -Provision of vocational skills training and or support to vocational training

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$78.7K
Total Expenses
$76.3K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (18 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
88c
For every $1 spent, 88c reaches programs
Strong
Sustainability
8mo
Could operate 8 months with zero revenue
Healthy
Fundraising Cost
$0.11
Costs $0.11 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

2
Score /100
Highly Concentrated
HHI: 9,763
High Concentration: 99% of revenue from Donations
Donations98.8%
Investment Income1.2%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
83
#1/266
Revenue
$79K
#27/266
Reserve Months
3.9
#1/266
Surplus
$2K
#98/266
Staff Cost %
0%
#266/266

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

Rating History

B+
2026
Score: 82.7
Financial: 86 | Governance: 75 | Transparency: 65
Current
A-
2025
Score: 85.5
Financial: 90 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82.7/100
Financial
86
Governance
75
Transparency
65
Why this grade: Financial 86 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Contact Details

Address
Ashburton, Ashburton

Registration

Registration NumberCC32053
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Oct 2010
Registered office
RSA 12-14 Cox Street Ashburton 7704, Ashburton

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 29 September 2026.