{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Whangarei South Rotary Charitable Trust","slug":"whangarei-south-rotary-charitable-trust","charities_register_number":"CC31413","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"grant_making_trust","sector":"Community Development","icnpo_group":"Development and Housing","region":"Whangarei","city":"Whangarei","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"•\tTo promote the improvement of literacy and numeracy\r\n•\tTo improve our community by meeting needs through service and fundraising projects\r\n•\tTo promote the development of leadership and vocational skills in the community\r\n•\tTo improve public amenities \r\n•\tTo provide assistance to other charitable organisations through hands on service, fundraising events and or the provision of sponsorship\r\n•\tTo provide other assistance to our community or other communities in times of disaster\r\n•\tTo otherwise encourage participation in the community on a non-partisan basis","mission":"•\tTo promote the improvement of literacy and numeracy\r\n•\tTo improve our community by meeting needs through service and fundraising projects\r\n•\tTo promote the development of leadership and vocational skills in the community\r\n•\tTo improve public amenities \r\n•\tTo provide assistance to other charitable organisations through hands on service, fundraising events and or the provision of sponsorship\r\n•\tTo provide other assistance to our community or other communities in times of disaster\r\n•\tTo otherwise encourage participation in the community on a non-partisan basis"},"rating":{"rated":true,"grade":"B","score":79.5,"score_scale":"0-100","financial_score":90,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","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":10366,"total_expenses_nzd":10605,"surplus_deficit_nzd":-239,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":44038,"government_grants_nzd":null,"donations_nzd":7766,"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=4f7e14db-4b56-f011-bb44-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-06-30","total_revenue_nzd":10366,"total_expenses_nzd":10605,"surplus_deficit_nzd":-239,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4f7e14db-4b56-f011-bb44-0022480ffcd1&isPublic=true"},{"year_ended":"2024-06-30","total_revenue_nzd":48723,"total_expenses_nzd":68464,"surplus_deficit_nzd":-19741,"net_assets_nzd":43967,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c02b2209-7a37-ef11-bb33-000d3acc4199&isPublic=true"},{"year_ended":"2023-06-30","total_revenue_nzd":15215,"total_expenses_nzd":12710,"surplus_deficit_nzd":null,"net_assets_nzd":58730,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ae8951ac-dd17-ee11-bb22-0022480ffcd1&isPublic=true"},{"year_ended":"2022-06-30","total_revenue_nzd":40792,"total_expenses_nzd":32515,"surplus_deficit_nzd":null,"net_assets_nzd":59746,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0b931d89-0df9-ec11-bb15-0022480ffcd1&isPublic=true"},{"year_ended":"2021-06-30","total_revenue_nzd":29527,"total_expenses_nzd":19691,"surplus_deficit_nzd":null,"net_assets_nzd":50444,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d270b1a5-3bda-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-06-30","total_revenue_nzd":25615,"total_expenses_nzd":16861,"surplus_deficit_nzd":null,"net_assets_nzd":35774,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9be7cc7a-69bb-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-06-30","total_revenue_nzd":22479,"total_expenses_nzd":29119,"surplus_deficit_nzd":null,"net_assets_nzd":28629,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a39c9a53-cf9b-e911-9f99-00155d6b7730&isPublic=true"},{"year_ended":"2018-06-30","total_revenue_nzd":36353,"total_expenses_nzd":28922,"surplus_deficit_nzd":null,"net_assets_nzd":27463,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fe9e7531-fd7c-e811-bb4e-00155d6b7730&isPublic=true"},{"year_ended":"2017-06-30","total_revenue_nzd":35739,"total_expenses_nzd":54608,"surplus_deficit_nzd":null,"net_assets_nzd":27823,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5b200263-e1f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-06-30","total_revenue_nzd":40456,"total_expenses_nzd":19867,"surplus_deficit_nzd":null,"net_assets_nzd":29959,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2afca67c-5b07-e711-89a3-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":13,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","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/whangarei-south-rotary-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/whangarei-south-rotary-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/whangarei-south-rotary-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC31413","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-05-29","rating_computed":"2026-10-01","generated_at":"2026-10-02T06:17:57.306Z","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."}}