{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Rotary Club of Whakatane Charitable Trust","slug":"rotary-club-of-whakatane-charitable-trust","charities_register_number":"CC38724","nzbn":"9429043163601","status":"registered","registration_date":"2008-07-25","deregistration_date":null,"entity_type":"grant_making_trust","sector":"Arts & Culture","icnpo_group":"Culture and Recreation","region":"Whakatane","city":"Whakatane","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The club is run in accordance with Rotary International Principles. Observing the 5 avenues of service - Club; Vocational; Community; International; Youth including leadership opportunities.  Support for Rotary Foundation & Polio Plus. Involvement in community projects in NZ & internationally.  Retention & growth of membership.  Social/business networking opportunities.","mission":"The club is run in accordance with Rotary International Principles. Observing the 5 avenues of service - Club; Vocational; Community; International; Youth including leadership opportunities.  Support for Rotary Foundation & Polio Plus. Involvement in community projects in NZ & internationally.  Retention & growth of membership.  Social/business networking opportunities."},"rating":{"rated":true,"grade":"B-","score":70.8,"score_scale":"0-100","financial_score":77.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-11","methodology_version":"3.8","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-06-30","total_revenue_nzd":34096,"total_expenses_nzd":13705,"surplus_deficit_nzd":20391,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":56729,"government_grants_nzd":null,"donations_nzd":33495,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=22db5c9d-4d56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":34096,"total_expenses_nzd":13705,"surplus_deficit_nzd":20391,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=22db5c9d-4d56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":50434,"total_expenses_nzd":50134,"surplus_deficit_nzd":300,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=90a36d8f-7b37-ef11-bb33-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":30019,"total_expenses_nzd":48115,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1de9c829-de17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":33249,"total_expenses_nzd":28788,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=08e1d88a-0ef9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":74071,"total_expenses_nzd":54745,"surplus_deficit_nzd":null,"net_assets_nzd":92834,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8134967d-3cda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":60531,"total_expenses_nzd":78612,"surplus_deficit_nzd":null,"net_assets_nzd":74640,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e6296610-6abb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":169279,"total_expenses_nzd":121317,"surplus_deficit_nzd":null,"net_assets_nzd":69354,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e9a5571f-d09b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":236955,"total_expenses_nzd":230630,"surplus_deficit_nzd":null,"net_assets_nzd":50104,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3e4ac25b-b2f2-e811-a3ca-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":52838,"total_expenses_nzd":44084,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=42448fbe-f2f3-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-06-30","total_revenue_nzd":57505,"total_expenses_nzd":53794,"surplus_deficit_nzd":null,"net_assets_nzd":35026,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f98ff8a8-8cc5-e611-b188-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":31,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/rotary-club-of-whakatane-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/rotary-club-of-whakatane-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/rotary-club-of-whakatane-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC38724","website":null},"freshness":{"register_as_of":"2026-09-01","financials_updated":"2026-05-29","rating_computed":"2026-09-11","generated_at":"2026-09-11T15:21:14.113Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}