# Rotary Club of Mount Maunganui Charitable Trust

**Charities Register number:** CC29278
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Mount Maunganui
**NZBN:** 9429042744948
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To carry out and raise money for the relief of poverty, the advancement of education or religion or any other matter beneficial to the community.

## CharityData rating

- **Grade:** B- (73.8 / 100)
- **Financial health:** 77.5/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-09-11 (methodology 3.8)
- **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$12k
- **Total expenses:** NZ$97k
- **Surplus / deficit:** NZ$-85k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Donations:** NZ$7k
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7e43cf24-4d56-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$12k | NZ$97k | NZ$-85k | not disclosed |
| 2024-06-30 | NZ$46k | NZ$50k | NZ$-4k | not disclosed |
| 2023-06-30 | NZ$51k | NZ$58k | not disclosed | not disclosed |
| 2022-06-30 | NZ$50k | NZ$48k | not disclosed | not disclosed |
| 2021-06-30 | NZ$49k | NZ$42k | not disclosed | not disclosed |
| 2020-06-30 | NZ$20k | NZ$48k | not disclosed | not disclosed |
| 2019-06-30 | NZ$79k | NZ$52k | not disclosed | not disclosed |
| 2018-06-30 | NZ$60k | NZ$67k | not disclosed | not disclosed |
| 2017-06-30 | NZ$51k | NZ$35k | not disclosed | not disclosed |
| 2016-06-30 | NZ$55k | NZ$30k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 6 current (21 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=CC29278) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-01
- Financials: last updated 2026-04-25
- Rating: computed 2026-09-11
- This document generated: 2026-09-11

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-mount-maunganui-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rotary-club-of-mount-maunganui-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rotary-club-of-mount-maunganui-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29278

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rotary-club-of-mount-maunganui-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 2026-09-11T10:29:32.969Z.