Rotary Club of Marton Charitable Trust — Health Charity in Marton
Rotary Club of Marton Charitable Trust is a Trust charity in the Health sector, based in Marton, Marton. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: "The objects and purpose of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of eductaion, or any other matter beneficial to the comminoty. The Trust's obects shall only be carried out in and to benefit people in New Zealand. The objects of the Trust are: 1. To promote the improvement of literacy and numeracy through: * the provision of resources to kindergartens, schools and other educational institutions * the provision of scholarships and prizes for academic achievement * providing assistance to other organisations working to improve literacy and numeracy 2. To improve our community by meeting needs of the following through service and fundraising projects. * needs of the aged or infirm * needs of women and children * needs of those affected by poverty * public health needs 3. To promote the development of leadership and vocational skills in the community through: * The provision and sponsorship of leadership courses to young
- Registration Number
- CC32809
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B+ (82.5/100)
- Sector
- Health
- Location
- Marton, Marton
- allan.fenwick@xtra.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 18.1 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 | $0.1M |
| 2023 | $0.0M | $0.0M | $0.1M |
| 2022 | $0.0M | $0.0M | $0.1M |
| 2021 | $0.0M | $0.0M | $0.1M |
| 2020 | $0.0M | $0.0M | $0.1M |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.5/100
- Financial Score
- 90
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (15)
- Helen Allpress — Trustee
- David Stantiall — Trustee
- Peter Brown — Trustee (departed 2025-09-29)
- Dr David Ashley Wilson — Trustee
- Jennifer Pain — Trustee (departed 2025-09-29)
- Raymond Sisley — Trustee (departed 2021-07-19)
- Nigel Belsham — Trustee (departed 2022-11-28)
- Robert Gunn — Trustee
- Christopher Chamberlain — Trustee
- Humphrey Calkin — Trustee
- Barbara Pratt — Trustee (departed 2020-12-07)
- Allan Fenwick — Trustee
- Gaylene Jones — Trustee (departed 2019-11-25)
- John Haswell — Trustee (departed 2014-12-01)
- Douglas Law — Trustee (departed 2010-10-06)
Funding Sources
- Four Regions Trust — $5,000
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- ANZUP Cancer Trials Group Limited — Health
Rotary Club of Marton 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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 7. 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.
$28.5K
$15.3K
$139.0K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
"The objects and purpose of the Trust shall be every charitable purpose, whether it relates to the relief of poverty, the advancement of eductaion, or any other matter beneficial to the comminoty. The Trust's obects shall only be carried out in and to benefit people in New Zealand. The objects of the Trust are: 1. To promote the improvement of literacy and numeracy through: * the provision of resources to kindergartens, schools and other educational institutions * the provision of scholarships and prizes for academic achievement * providing assistance to other organisations working to improve literacy and numeracy 2. To improve our community by meeting needs of the following through service and fundraising projects. * needs of the aged or infirm * needs of women and children * needs of those affected by poverty * public health needs 3. To promote the development of leadership and vocational skills in the community through: * The provision and sponsorship of leadership courses to young
Who We Serve
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 265 peers · Health · 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
B+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: 28 September 2026.
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