# Rotary Club of Wanaka Charitable Trust

**Charities Register number:** CC25965
**Status:** Registered
**Registered since:** 2008-06-16
**Sector:** Health
**ICNPO group:** Health
**Region:** Wanaka
**NZBN:** 9429042737360
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To make available funding to clubs, institutions, and individuals to enhance, improve and make a difference in the Upper Clutha area. Donations made to regional, national and international causes fall within the six areas of focus of Rotary International; peace and conflict prevention, water and sanitation, maternal and child health, education and literacy and economic and community development.

## 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 2025-06-30)

- **Total revenue:** NZ$160k
- **Total expenses:** NZ$118k
- **Surplus / deficit:** NZ$41k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$76k
- **Donations:** NZ$160k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6fc2ff08-4b56-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$160k | NZ$118k | NZ$41k | not disclosed |
| 2024-06-30 | NZ$106k | NZ$72k | NZ$34k | NZ$40k |
| 2023-06-30 | NZ$77k | NZ$123k | not disclosed | not disclosed |
| 2022-06-30 | NZ$113k | NZ$122k | not disclosed | not disclosed |
| 2021-06-30 | NZ$139k | NZ$67k | not disclosed | NZ$42k |
| 2020-06-30 | NZ$71k | NZ$60k | not disclosed | NZ$27k |
| 2019-06-30 | NZ$60k | NZ$98k | not disclosed | not disclosed |
| 2018-06-30 | NZ$88k | NZ$94k | not disclosed | not disclosed |
| 2017-06-30 | NZ$85k | NZ$93k | not disclosed | NZ$56k |
| 2016-06-30 | NZ$105k | NZ$86k | not disclosed | NZ$67k |

## Governance

- **Officers on the register:** 5 current (24 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=CC25965) 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: 2026-10-03

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-wanaka-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rotary-club-of-wanaka-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rotary-club-of-wanaka-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC25965
- Charity website: https://www.wanakarotary.club

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rotary-club-of-wanaka-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 2026-10-03T23:27:18.696Z.