Rotary Club of Mosgiel Charitable Trust — Health Charity in Mosgiel

Rotary Club of Mosgiel Charitable Trust is a Trust charity in the Health sector, based in Mosgiel, Mosgiel. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at April 2026.

Mission: 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 improveliteracy and numeracy. 2 To improve our community by meeting needs of the followingthrough service and fundraising projects - needs of the aged or infirm - needs of woman 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 provisionand sponsorship of leadership courses to young people - Provision of vocational skills training and or supportto vocational training institutions. 4 To improve any of the following: Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities of a similar nature. - The natural environment. - Protection of human life

Registration Number
CC32820
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Health
Location
Mosgiel, Mosgiel
Email
ldjohnson@hotmail.co.nz
Funder Status
Grant-making charity (endowment)
Data as at
April 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
7.3 months of operating expenses
Financial Year End
2026-04-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.1M-
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
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Donald MurrayTrustee2025-07-01
Rod CrawTrustee2023-07-01
David BrownTrustee2021-05-01

Former Officers (26)

  • Margaret-Anne Murray — Trustee (departed 2025-06-30)
  • Margaret-Anne Donald — Trustee (departed 2022-07-01)
  • John van Delft — Trustee (departed 2023-11-20)
  • Austen Banks — Trustee (departed 2020-04-30)
  • Michael Lord — Trustee (departed 2022-09-12)
  • Austen Banksa — Trustee (departed 2019-06-30)
  • Stuart Officer — Chairman/trustee
  • Neville Goodsie — Trustee (departed 2019-07-01)
  • Irene Mosley — Trustee (departed 2018-06-30)
  • Graeme Watson — Trustee (departed 2021-06-21)
  • Graham Beach — Trustee (departed 2017-06-30)
  • Sir Robin Gray — Trustee (departed 2017-06-30)
  • David Johnson — Treasurer
  • Allan Seddon — Committee Member (departed 2015-04-30)
  • Lea Johnson — Trustee (departed 2016-06-30)
  • John (jb) Munro — Trustee/secretary (departed 2014-06-30)
  • Fraser Ellis — Chair (departed 2022-09-12)
  • Colin Mackintosh — Trustee/chairperson (departed 2012-06-30)
  • Peter Stechman — Trustee (departed 2009-06-30)
  • Mervyn Clearwater — Trustee (departed 2026-07-01)

Similar Charities in Health

FunderHealthTrustEndowment

Rotary Club of Mosgiel Charitable Trust

CC32820Mosgiel, MosgielRegistered 30 Jun 2008
Data updated: 4 days ago
Financials5mo agoRating3d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$98.0K

Expenses

$104.9K

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
HealthEducationEnvironmentSocial ServicesArts & CultureSports & RecreationCommunity Development
Beneficiaries
ChildrenYouthElderlyGeneral Public
Geographic Focus
Nationwide

About

Mission

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 improveliteracy and numeracy. 2 To improve our community by meeting needs of the followingthrough service and fundraising projects - needs of the aged or infirm - needs of woman 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 provisionand sponsorship of leadership courses to young people - Provision of vocational skills training and or supportto vocational training institutions. 4 To improve any of the following: Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities of a similar nature. - The natural environment. - Protection of human life

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$98.0K
Total Expenses
$104.9K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
7.3mo
Could operate 7.3 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

16
Score /100
Highly Concentrated
HHI: 8,405
High Concentration: 91% of revenue from Other
Other91.3%
Donations8.3%
Investment Income0.4%

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
77
#6/266
Revenue
$98K
#2/266
Reserve Months
7.3
#1/266
Surplus
$-7K
#206/266
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 History

B
2026
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
C-
2025
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Mosgiel, Mosgiel

Registration

Registration NumberCC32820
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 May 1993
Registered office
11 Irvine Street Mosgiel 9024, Mosgiel

Sector & Activities

Primary Sector
Health
Activities
Other - Acts an Umbrella body

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.