Rotary Club of Taradale Charitable Trust — Health Charity in Napier

Rotary Club of Taradale Charitable Trust is a Trust charity in the Health sector, based in Napier, Napier. 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: To promote the improvement of literacy and numeracy; improve our community through services and fundraising; promote the development of leadership and vocational skills; improve public amenities, the natural environment, the protection of human life, the welfare of animals, social rehabilitation resources; provide assistance to other charitable organisations; provide assistance in times of disaster; and to encourage participation in the community.

Registration Number
CC28983
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Health
Location
Napier, Napier
Email
treasurer@taradalerotary.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, 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
55.5 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.1M$0.1M-
2023$0.1M$0.1M$0.1M
2022$0.0M$0.1M$0.1M
2021$0.1M$0.1M$0.1M
2020$0.1M$0.1M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.0M$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 (4)

NameRoleAppointed
Fiona HaleTrustee2025-06-30
Annette CliffordTrustee2024-07-01
Bruce JenksTrustee2023-07-01
Richard HayTrustee2018-07-01

Former Officers (20)

  • William Kirk — Trustee (departed 2021-07-01)
  • Claire Bonthron — Trustee (departed 2023-06-29)
  • Brian Kirk — Trustee (departed 2021-02-03)
  • Kaye Wishart — Trustee (departed 2024-07-01)
  • Robert Kyle — Trustee (departed 2025-06-30)
  • Claire Connor — Trustee (departed 2021-02-03)
  • Steve Winter — Trustee (departed 2020-06-30)
  • Ross Pinkham — Trustee (departed 2020-06-30)
  • Keith Lines — Trustee (departed 2020-06-30)
  • Arnold Wallis — Trustee (departed 2020-06-30)
  • Richard Howell — Trustee (departed 2019-06-30)
  • Mevyn Kite — Trustee (departed 2017-07-01)
  • Paul Bee — Trustee (departed 2017-07-01)
  • Mike Wong — Trustee (departed 2016-06-30)
  • John Reid — Trustee (departed 2014-06-30)
  • Mark Oldershaw — Trustee (departed 2014-06-30)
  • Susan Parke — Trustee (departed 2011-12-18)
  • Derek Ricketts — Trustee (departed 2012-06-30)
  • Nelson Oldershaw — Trustee (departed 2010-06-30)
  • Mary Redington — Trustee (departed 2016-06-30)

Funding Sources

  • Lion Foundation — $3,300
  • Pub Charity Limited — $3,000

Similar Charities in Health

FunderHealthTrustCharitable Trust

Rotary Club of Taradale Charitable Trust

CC28983Napier, NapierRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d 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

$13.7K

Expenses

$21.1K

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
EducationEnvironmentSocial ServicesArts & CultureAnimal WelfareCommunity Development
Beneficiaries
General Public
Geographic Focus
Hawke's Bay

About

Mission

To promote the improvement of literacy and numeracy; improve our community through services and fundraising; promote the development of leadership and vocational skills; improve public amenities, the natural environment, the protection of human life, the welfare of animals, social rehabilitation resources; provide assistance to other charitable organisations; provide assistance in times of disaster; and to encourage participation in the community.

Who We Serve

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

Key Statistics

Annual Revenue
$13.7K
Total Expenses
$21.1K
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
93c
For every $1 spent, 93c reaches programs
Strong
Sustainability
55.5mo
Could operate 55.5 months with zero revenue
Over-capitalized
Fundraising Cost
$0.43
Costs $0.43 to raise each $1 in donations
High cost

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

Revenue Diversification

57
Score /100
Concentrated
HHI: 4,281
Other58.3%
Donations23.7%
Investment Income17.9%

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
$14K
#149/266
Reserve Months
55.5
#1/266
Surplus
$-7K
#207/266
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
Napier, Napier

Registration

Registration NumberCC28983
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Apr 2008
Registered office
CORNER MEANEE AND LEE ROADS, Taradale, Napier

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides other finance (e.g. investment funds)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.