Rotary Club of Whakatane Charitable Trust — Community Development Charity in Whakatane
Rotary Club of Whakatane Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: The club is run in accordance with Rotary International Principles. Observing the 5 avenues of service - Club; Vocational; Community; International; Youth including leadership opportunities. Support for Rotary Foundation & Polio Plus. Involvement in community projects in NZ & internationally. Retention & growth of membership. Social/business networking opportunities.
- Registration Number
- CC38724
- Charity Type
- Charitable Trust
- Registration Date
- 2008-07-25
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Community Development
- Location
- Whakatane, Whakatane
- secretary@whakatanerotary.org
- 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, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 49.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.2M | $0.1M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.0M | - |
| 2016 | $0.1M | $0.1M | $0.0M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Mark MacIntosh | Secretary | 2026-07-01 |
| John Van Boheemen | Chair | 2026-07-01 |
| Brigitte Goodin | Trustee | 2024-07-01 |
| Shelley Bremner | Trustee | 2023-09-25 |
Former Officers (21)
- David Dowthwaite — Trustee (departed 2026-07-31)
- Len Eilbeck — Trustee (departed 2024-06-30)
- Yvonne Coghlan — Trustee (departed 2023-02-13)
- Judith Wilson — Trustee (departed 2022-05-09)
- John Pullar — Past President (departed 2022-05-09)
- Bill Jones — Trustee (departed 2019-11-18)
- Richard Underwood — Trustee (departed 2019-11-18)
- Yvonne Preece — Treasurer/incoming President (departed 2018-06-30)
- Owen Vaughan — Secretary (departed 2016-05-31)
- Tonya Greig — Secretary (departed 2015-11-17)
- Michael Brown — Treasurer (departed 2016-06-30)
- Karen Lewell — Treasurer (departed 2020-06-30)
- Joanne Harris — Past President (departed 2017-07-01)
- Peter Lander — Incoming President (departed 2014-06-30)
- Mary Bridget Gordon — President (departed 2018-11-12)
- Alan Law — Incoming President (departed 2014-06-30)
- Margarita Dela Rosa — Secretary (departed 2014-06-30)
- Hugh Lovelock — Trustee (departed 2015-11-17)
- Helen Storey — Trustee (departed 2012-11-27)
- Graham Gray — Trustee (departed 2011-11-29)
Similar Charities in Community Development
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- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Rotary Club of Whakatane Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$34.1K
$13.7K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The club is run in accordance with Rotary International Principles. Observing the 5 avenues of service - Club; Vocational; Community; International; Youth including leadership opportunities. Support for Rotary Foundation & Polio Plus. Involvement in community projects in NZ & internationally. Retention & growth of membership. Social/business networking opportunities.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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 291 peers · Community Development · 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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FY2023Contact Details
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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: 1 October 2026.
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