# Rodmor No.2 Charitable Trust

**Charities Register number:** CC20472
**Status:** Registered
**Registered since:** 2008-01-13
**Sector:** Health
**ICNPO group:** Health
**Region:** Cambridge
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trust was settled in 2008 by Veda Morris on behalf of herself and her late husband Jim. Because they had no surviving children they directed that the profits from the Trust were to be directed towards named charities and such other charities as the trustees select at their discretion

## CharityData rating

- **Grade:** B (77.8 / 100)
- **Financial health:** 87.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$377k
- **Total expenses:** NZ$333k
- **Surplus / deficit:** NZ$44k
- **Total assets:** NZ$7.27M
- **Total liabilities:** not disclosed
- **Net assets:** NZ$7.27M
- **Cash reserves:** NZ$92k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f6f6c3b7-c60e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$377k | NZ$333k | NZ$44k | NZ$7.27M |
| 2024-03-31 | NZ$643k | NZ$243k | NZ$400k | not disclosed |
| 2023-03-31 | NZ$280k | NZ$503k | not disclosed | NZ$6.81M |
| 2022-03-31 | NZ$644k | NZ$294k | not disclosed | NZ$7.03M |
| 2021-04-30 | NZ$483k | NZ$395k | not disclosed | NZ$6.48M |
| 2020-04-30 | NZ$196k | NZ$382k | not disclosed | NZ$6.38M |
| 2019-04-30 | NZ$330k | NZ$407k | not disclosed | NZ$6.56M |
| 2018-04-30 | NZ$401k | NZ$270k | not disclosed | NZ$6.64M |
| 2017-04-30 | NZ$363k | NZ$394k | not disclosed | NZ$6.51M |
| 2016-04-30 | NZ$331k | NZ$236k | not disclosed | NZ$6.38M |

## Governance

- **Officers on the register:** 4 current (6 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20472) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/rodmor-no2-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rodmor-no2-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rodmor-no2-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20472

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rodmor-no2-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-04T06:33:20.165Z.