# The New Zealand Rotary Clubs Charitable Trust

**Charities Register number:** CC29420
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide income for any object of the Rotary or for any philanthropic, charitable, educational purpose.

## CharityData rating

- **Grade:** B+ (84.8 / 100)
- **Financial health:** 97.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (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$1.00M
- **Total expenses:** NZ$1.00M
- **Surplus / deficit:** NZ$0
- **Total assets:** NZ$17k
- **Total liabilities:** NZ$17k
- **Net assets:** NZ$1
- **Cash reserves:** NZ$17k
- **Donations:** NZ$1.00M
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6bbfe500-4d56-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$1.00M | NZ$1.00M | NZ$0 | NZ$1 |
| 2024-06-30 | NZ$1.41M | NZ$1.41M | NZ$1k | NZ$1 |
| 2023-06-30 | NZ$874k | NZ$876k | not disclosed | NZ$-1k |
| 2022-06-30 | NZ$994k | NZ$991k | not disclosed | NZ$612 |
| 2021-06-30 | NZ$1.08M | NZ$1.11M | not disclosed | NZ$10k |
| 2020-05-31 | NZ$1.42M | NZ$1.44M | not disclosed | NZ$63k |
| 2019-05-31 | NZ$1.12M | NZ$1.14M | not disclosed | NZ$32k |
| 2018-05-31 | NZ$1.15M | NZ$1.13M | not disclosed | NZ$45k |
| 2017-05-31 | NZ$1.35M | NZ$1.38M | not disclosed | NZ$6k |
| 2016-05-31 | NZ$1.31M | NZ$1.36M | not disclosed | NZ$10k |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no
- **Auditor:** Moore Markhams Auckland Audit and Assurance
- **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=CC29420) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

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/the-new-zealand-rotary-clubs-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-new-zealand-rotary-clubs-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-new-zealand-rotary-clubs-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29420
- Charity website: https://rotaryoceania.zone

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-new-zealand-rotary-clubs-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 2026-09-30T13:24:33.659Z.