Rotary Club of Te Aroha Incorporated Charitable TrustArts & Culture Charity in Te Aroha

Rotary Club of Te Aroha Incorporated Charitable Trust is a Trust charity in the Arts & Culture sector, based in Te Aroha, Te Aroha. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: To provide financial support for social welfare work of a charitable nature anywhere in New Zealand and for other charitable purposes

Registration Number
CC36082
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Arts & Culture
Location
Te Aroha, Te Aroha
Email
ian.feerussell@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

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

Financial History

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

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (5)

  • Ian RussellTrustee
  • Corolyn StephensonTrustee
  • Martin NelsonTrustee
  • Richard LawrenceTrustee (departed 2017-09-29)
  • Thomas LuxtonTrustee (departed 2023-06-30)

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

Rotary Club of Te Aroha Incorporated Charitable Trust

CC36082Te Aroha, Te ArohaRegistered 30 Jun 2008
Data updated: Today
Financials30 Jun 2025Rating19h ago

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

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$11.7K

Expenses

$13.7K

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
Social Services
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To provide financial support for social welfare work of a charitable nature anywhere in New Zealand and for other charitable purposes

Key Statistics

Annual Revenue
$11.7K
Total Expenses
$13.7K
Net Assets
-
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
91c
For every $1 spent, 91c reaches programs
Strong
Sustainability
25.2mo
Could operate 25.2 months with zero revenue
Over-capitalized
Fundraising Cost
$0.12
Costs $0.12 to raise each $1 in donations
Efficient

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

Revenue Diversification

17
Score /100
Highly Concentrated
HHI: 8,297
High Concentration: 91% of revenue from Donations
Donations90.6%
Investment Income9.4%

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

Peer Comparison

Ranked against 334 peers · Arts & Culture · Under $100K

Rating Score
71
#42/335
Revenue
$12K
#225/335
Reserve Months
25.2
#1/335
Surplus
$-2K
#265/335
Staff Cost %
0%
#1/335

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Te Aroha, Te Aroha

Registration

Registration NumberCC36082
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated10 Jul 1970
Registered office
4 Ward Street, Te Aroha, 3320

Sector & Activities

Primary Sector
Arts & Culture

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. Last updated: 12 September 2026.