The Rotary Club Of Milton Charitable Trust — Arts & Culture Charity in Milton
The Rotary Club Of Milton Charitable Trust is a Trust charity in the Arts & Culture sector, based in Milton, Milton. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: The trust seeks to advance the local community, and provides some national assistance. It provides grants to organisations and individuals in the Milton area, as well as special projects overseas (via other Rotary Clubs).
- Registration Number
- CC40942
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (77.3/100)
- Sector
- Arts & Culture
- Location
- Milton, Milton
- fourbears@yrless.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 18.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.2M |
| 2024 | $0.1M | $0.0M | $0.2M |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.0M | $0.1M |
| 2021 | $0.1M | $0.1M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.1M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.3/100
- Financial Score
- 82.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (26)
- Colin Calteaux — Trustee
- Robin Taylor — Chair (departed 1925-06-30)
- Ross Pringle — Trustee
- Stephen Woodhead — Trustee
- Albert Taal — Trustee (departed 2021-06-01)
- Steven McLay — Trustee (departed 2021-06-30)
- kerry Dowling — Secretary
- Jacqueline Muir — Trustee (departed 2021-06-30)
- Glenis Sim — Trustee (departed 2021-06-30)
- James Murdoch — Trustee
- John Morrissey — Trustee (departed 2019-06-30)
- Janine Dunlop — Trustee
- Jennifer Scott — Trustee (departed 2018-06-30)
- Suzanne Bearman — Treasurer
- Kevin Dalton — Secretary (departed 2015-11-12)
- Susie Bearman — Treasurer (departed 2019-06-28)
- Brendon Bearman — Treasurer (departed 2018-06-30)
- Steve Mcclay — President Elect (departed 2016-06-23)
- Wayne Edgar — Secretary (departed 2013-12-12)
- David Vollweiler — Treasurer (departed 2016-06-23)
Similar Charities in Arts & Culture
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- Atiawa Ki Whakarongotai Charitable Trust Board — Arts & Culture
- Tuapeka Aquatic Centre Incorporated — Arts & Culture
- The National Library of New Zealand Foundation — Arts & Culture
- Taki Rua Productions Society Incorporated — Arts & Culture
The Rotary Club Of Milton Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 designatedBoard of 7 with no chair designated on the register
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.
$99.1K
$110.1K
$171.4K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The trust seeks to advance the local community, and provides some national assistance. It provides grants to organisations and individuals in the Milton area, as well as special projects overseas (via other Rotary Clubs).
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 348 peers · Arts & Culture · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
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Sector & Activities
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: 11 September 2026.
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