Rotary Club of Fiordland Charitable Trust — Arts & Culture Charity in Te Anau

Rotary Club of Fiordland Charitable Trust is a Charitable Trust charity in the Arts & Culture sector, based in Te Anau, Te Anau. This organisation also provides funding to other charities. CharityData rates this charity B (79.7/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: Fundraising for grants and donations to youth, Community projects and aid for local and overseas disasters

Registration Number
CC32162
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (79.7/100)
Sector
Arts & Culture
Location
Te Anau, Te Anau
Website
https://fiordlandrotary.club/
Email
treasurer.rcof@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
2.5 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.1M
2024$0.0M$0.1M-
2023$0.1M$0.1M$0.1M
2022$0.0M$0.0M-
2021$0.1M$0.1M$0.1M
2020$0.0M$0.1M$0.0M
2019$0.1M$0.1M$0.0M
2018$0.0M$0.1M$0.1M
2017$0.1M$0.1M$0.0M
2016$0.0M$0.1M$0.0M

CharityData Rating

Overall Grade
B
Overall Score
79.7/100
Financial Score
86
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Jill TauriChair2025-11-13
Kendra YoungSecretary2025-06-27
Doug DennisonClub President2025-06-27
Shayne MercerPast President2024-06-27

Former Officers (14)

  • Brian McCandless — Chair (departed 2025-11-13)
  • Sharyn Sutherland — Secretary (departed 2025-11-13)
  • Don McFarlane — Treasurer
  • Craig McMurtrie — Chair (departed 2024-06-27)
  • Jane Grant — Trustee (departed 2024-06-27)
  • Sarah Greaney — Secretary (departed 2024-06-27)
  • Alan Ballinger — Treasurer (departed 2021-06-30)
  • Peter Robertson — Vice President (departed 2020-02-13)
  • Ian Rutherford — Treasurer (departed 2018-06-30)
  • Anthea Levy — Trustee (departed 2016-12-01)
  • Lyndon Moffitt — Trustee (departed 2016-12-01)
  • Glenda Chalmer — Trustee (departed 2020-02-13)
  • Junelle Galland — Trustee (departed 2020-02-13)
  • Kevin Jones — Trustee (departed 2016-10-30)

Funding Sources

  • Aotearoa Gaming Foundation — $25,176.64
  • Aotearoa Gaming Foundation — $2,500

Similar Charities in Arts & Culture

Rotary Club of Fiordland Charitable Trust logo
FunderArts & CultureCharitable TrustCharitable Trust

Rotary Club of Fiordland Charitable Trust

CC32162Te Anau, Te AnauRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

Financial data as at June 2025. Sourced from Charities Services register.

B
80/100
Financial
86
Governance
65
Transparency
65
Revenue

$27.4K

Expenses

$36.2K

Assets

$70.4K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
International AidCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

Fundraising for grants and donations to youth, Community projects and aid for local and overseas disasters

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$27.4K
Total Expenses
$36.2K
Net Assets
$70.4K
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.5mo
Could operate 2.5 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

12
Score /100
Highly Concentrated
HHI: 8,819
High Concentration: 94% of revenue from Donations
Donations93.7%
Investment Income6.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 361 peers · Arts & Culture · Under $100K

Rating Score
80
#4/362
Revenue
$27K
#161/362
Reserve Months
2.5
#1/362
Surplus
$-9K
#317/362
Staff Cost %
0%
#1/362

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B
Score: 79.7/100
Financial
86
Governance
65
Transparency
65
Why this grade: Financial 86 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
6 years of audit history

Contact Details

Registration

Registration NumberCC32162
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants to organisations (including schools or other charities)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice.