# Rotary Club of Masterton South Charitable Trust

**Charities Register number:** CC32811
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Masterton
**NZBN:** 9429051481735
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Provide grants to community groups and for educational and sporting purposes

## CharityData rating

- **Grade:** B+ (82.5 / 100)
- **Financial health:** 90/100
- **Governance:** 65/100
- **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 2026-06-30)

- **Total revenue:** NZ$31k
- **Total expenses:** NZ$36k
- **Surplus / deficit:** NZ$-6k
- **Total assets:** NZ$137k
- **Total liabilities:** NZ$142
- **Net assets:** NZ$137k
- **Cash reserves:** NZ$15k
- **Donations:** NZ$19k
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=558e0a1c-1c75-f111-bb55-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-06-30 | NZ$31k | NZ$36k | NZ$-6k | NZ$137k |
| 2025-06-30 | NZ$56k | NZ$42k | NZ$14k | NZ$80k |
| 2024-06-30 | NZ$51k | NZ$47k | NZ$4k | not disclosed |
| 2023-06-30 | NZ$95k | NZ$130k | not disclosed | not disclosed |
| 2022-06-30 | NZ$72k | NZ$54k | not disclosed | NZ$153k |
| 2021-06-30 | NZ$59k | NZ$55k | not disclosed | NZ$142k |
| 2020-06-30 | NZ$36k | NZ$37k | not disclosed | NZ$138k |
| 2019-06-30 | NZ$64k | NZ$110k | not disclosed | NZ$139k |
| 2018-06-30 | NZ$59k | NZ$55k | not disclosed | NZ$142k |
| 2017-06-30 | NZ$40k | NZ$61k | not disclosed | NZ$205k |

## Governance

- **Officers on the register:** 5 current (35 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=CC32811) 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: 2026-10-01

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-masterton-south-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rotary-club-of-masterton-south-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rotary-club-of-masterton-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=CC32811

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rotary-club-of-masterton-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 2026-10-01T14:12:19.528Z.