Rotary Club of Dunedin South Charitable Trust — Health Charity in Dunedin

Rotary Club of Dunedin South Charitable Trust is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: 1. Promote improvement of literacy & numeracy through the provision of; - resources to kindergartens, schools & other educational institutions as well as scholarships & prizes for academic achievement; - providing assistance to other organisations working to improve literacy & numeracy. 2. Improve our community by meeting needs of the aged or infirm, women & children, those affected by poverty & public health needs: 3. Promote development of leadership & vocational skills in the community through: - provision/sponsorship of leadership courses to young people; - provision of vocational skills training &/or support to vocational training institutions. 4. Improve any of: - public amenities, natural environment, protection of human life through rescue & emergency services; - protection of welfare of animals, solical rehabilitation resources. 5. Assist other charitable organisations. 6. Assist communities in time of disaster. 7. Limited to benefit people of NZ only.

Registration Number
CC30903
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Health
Location
Dunedin, Dunedin
Email
philmo1970@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
9.9 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
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-
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
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (19)

  • Benjamin McCormack — Trustee (departed 2023-12-31)
  • Paul Lawson — Trustee (departed 2024-12-10)
  • Robert McKenzie — Trustee
  • Neville Auton — Trustee
  • Rose Grindley — Trustee (departed 2021-09-16)
  • Michael van Aart — Trustee (departed 2021-09-16)
  • Andrew Whiley — Trustee (departed 2021-09-16)
  • Robert Gale — Trustee
  • Bruce Robertson — Trustee (departed 2019-07-01)
  • Lee Sinclair — Trustee (departed 2019-07-01)
  • Robin McColl — Trustee (departed 2016-07-01)
  • Virginia Green — Trustee (departed 2017-03-22)
  • Robert Henry — Trustee (departed 2017-03-22)
  • Mark Miller — Trustee (departed 2017-03-22)
  • Philip Moore — Treasurer
  • Warwick Guild — Trustee (departed 2014-05-27)
  • David Potter — Trustee (departed 2014-05-27)
  • Richard Crayston — Trustee (departed 2014-05-27)
  • Paul Bennett — Trustee (departed 2016-07-01)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club of Dunedin South Charitable Trust

CC30903Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2025Rating4d ago

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

B-
71/100
Financial
78
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

$42.1K

Expenses

$48.1K

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 & CultureAnimal WelfareCommunity Development
Beneficiaries
ChildrenYouthElderlyWomenGeneral Public
Geographic Focus
Otago

About

Mission

1. Promote improvement of literacy & numeracy through the provision of; - resources to kindergartens, schools & other educational institutions as well as scholarships & prizes for academic achievement; - providing assistance to other organisations working to improve literacy & numeracy. 2. Improve our community by meeting needs of the aged or infirm, women & children, those affected by poverty & public health needs: 3. Promote development of leadership & vocational skills in the community through: - provision/sponsorship of leadership courses to young people; - provision of vocational skills training &/or support to vocational training institutions. 4. Improve any of: - public amenities, natural environment, protection of human life through rescue & emergency services; - protection of welfare of animals, solical rehabilitation resources. 5. Assist other charitable organisations. 6. Assist communities in time of disaster. 7. Limited to benefit people of NZ only.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$42.1K
Total Expenses
$48.1K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 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
9.9mo
Could operate 9.9 months with zero revenue
Healthy
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

9
Score /100
Highly Concentrated
HHI: 9,122
High Concentration: 95% of revenue from Donations
Donations95.4%
Investment Income4.6%

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
71
#35/266
Revenue
$42K
#75/266
Reserve Months
9.9
#1/266
Surplus
$-6K
#199/266
Staff Cost %
0%
#1/266

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC30903
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 May 2008
Registered office
10 Wycolla Avenue, Saint Clair, Dunedin

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)

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: 30 September 2026.