Rotary Club of Rotorua West Charitable Trust — Education Charity in Rotorua

Rotary Club of Rotorua West Charitable Trust is a Trust charity in the Education sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The objects and purpose of the Trust shall be to promote and support a comprehensive range of charitable services, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community within the FOUR AVENUES OF SERVICE of Rotary

Registration Number
CC47298
Charity Type
Trust
Registration Date
2012-01-25
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Rotorua, Rotorua
Email
info@rotaryrotoruawest.org
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
5.4 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$0.1M$0.1M-
2018$0.0M$0.0M$0.0M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M

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
Preston MoorcroftTrustee2026-04-04
Roger McElroyAdmin Officer2016-12-19
Raymond OakleyTrustee & Chairman2016-11-24

Former Officers (16)

  • Michael Steiner — Trustee Club President (ex Officio)
  • Michael Cresswell — Trustee-Past-President-2024-2025-(ex-Officio-Trustee)
  • Joanne Douglas — Past-President-2023-2024-(ex-Officio) (departed 2025-06-30)
  • Steve Christie — President-2022-2023 (departed 2024-06-30)
  • Wendy Falconer — President 2021/2022 (departed 2023-06-30)
  • Peter Allen — President 2020/2021 (departed 2022-06-30)
  • Raewyn Bourne — President 2019/2020 (departed 2021-06-30)
  • Phillip Agent — President 2018/2019 (departed 2019-11-19)
  • Neil Goodwin — Trustee
  • Pauline Evans — Club Immediate Past President 2017/2018 (departed 2018-06-30)
  • Stuart Burns — President (departed 2016-11-24)
  • Todd Mountford — Officer (departed 2013-06-30)
  • Brett Marvelly — Chairman of Trustees (departed 2012-06-30)
  • David Dowthwaite — Club Immediate Past President 2016/2017 & Trustee (departed 2017-06-30)
  • Derek Lang — Trustee (departed 2016-11-24)
  • Kenneth Iles — Club Member & Trustee (departed 2017-11-23)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Rotary Club of Rotorua West Charitable Trust

CC47298Rotorua, RotoruaRegistered 25 Jan 2012
Data updated: 23 Sept 2026
Financials30 Jun 2025Rating4d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$39.7K

Expenses

$47.1K

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

The objects and purpose of the Trust shall be to promote and support a comprehensive range of charitable services, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community within the FOUR AVENUES OF SERVICE of Rotary

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$39.7K
Total Expenses
$47.1K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (14 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
5.4mo
Could operate 5.4 months with zero revenue
Low reserves
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

11
Score /100
Highly Concentrated
HHI: 8,909
High Concentration: 94% of revenue from Donations
Donations94.3%
Investment Income3.5%
Trading / Services2.1%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
77
#12/330
Revenue
$40K
#86/330
Reserve Months
5.4
#1/330
Surplus
$-7K
#284/330
Staff Cost %
0%
#1/330

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

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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Latest Audit

FY2024
Clean
7 years of audit history

Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC47298
Entity TypeTrust
Registered25 Jan 2012
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Sept 2010
Registered office
6 Rangitukua Drive, Rd 1, Turangi

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.