# Rotary Club of Dunedin South Charitable Trust

**Charities Register number:** CC30903
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Health
**ICNPO group:** Health
**Region:** Dunedin
**NZBN:** 9429043164165
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1. Promote improvement of literacy & numeracy through the provision of; - resources to kindergartens, schools & other educational institutions as well as scholarships & prizes for academic achievement; - providing assistance to other organisations working to improve literacy & numeracy. 2. Improve our community by meeting needs of the aged or infirm, women & children, those affected by poverty & public health needs: 3. Promote development of leadership & vocational skills in the community through: - provision/sponsorship of leadership courses to young people; - provision of vocational skills training &/or support to vocational training institutions. 4. Improve any of: - public amenities, natural environment, protection of human life through rescue & emergency services; - protection of welfare of animals, solical rehabilitation resources. 5. Assist other charitable organisations. 6. Assist communities in time of disaster. 7. Limited to benefit people of NZ only.

## CharityData rating

- **Grade:** B- (70.8 / 100)
- **Financial health:** 77.5/100
- **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 2025-06-30)

- **Total revenue:** NZ$42k
- **Total expenses:** NZ$48k
- **Surplus / deficit:** NZ$-6k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$40k
- **Donations:** NZ$40k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bc202ab7-4b56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$42k | NZ$48k | NZ$-6k | not disclosed |
| 2024-06-30 | NZ$35k | NZ$33k | NZ$3k | not disclosed |
| 2023-06-30 | NZ$40k | NZ$46k | not disclosed | not disclosed |
| 2022-06-30 | NZ$29k | NZ$29k | not disclosed | not disclosed |
| 2021-06-30 | NZ$42k | NZ$46k | not disclosed | not disclosed |
| 2020-06-30 | NZ$39k | NZ$41k | not disclosed | not disclosed |
| 2019-06-30 | NZ$41k | NZ$40k | not disclosed | not disclosed |
| 2018-06-30 | NZ$34k | NZ$36k | not disclosed | not disclosed |
| 2017-06-30 | NZ$10k | NZ$18k | not disclosed | not disclosed |
| 2016-06-30 | NZ$20k | NZ$20k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 4 current (20 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30903) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-10-01
- This document generated: 2026-10-05

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/rotary-club-of-dunedin-south-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rotary-club-of-dunedin-south-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rotary-club-of-dunedin-south-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30903

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rotary-club-of-dunedin-south-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 2026-10-05T15:49:08.511Z.