Carterton Returned and Services' Association (Incorporated) Poppy Charitable Trust — Social Services Charity in Carterton
Carterton Returned and Services' Association (Incorporated) Poppy Charitable Trust is a Incorporated Society charity in the Social Services sector, based in Carterton, Carterton. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2026.
Mission: Welfare of Carterton Returned and Service members
- Registration Number
- CC39214
- Charity Type
- Incorporated Society
- Registration Date
- 2009-04-13
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Social Services
- Location
- Carterton, Carterton
- susan.warren@xtra.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2026
Beneficiaries: Older people, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 170.1 months of operating expenses
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 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 | - |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Susan Whiteman | Assistant Treasurer | 2023-07-30 |
| Bruce Winter | Welfare Officer/vice President | 2023-07-30 |
| John Alexander | Patron | 2020-08-02 |
| Rex Kenny | Chair | 2013-08-10 |
| Warren Whiteman | Secretary/treasurer | 2009-04-14 |
Former Officers (8)
- Bill Knowles — Committee Member (departed 2026-02-13)
- James King — Committee Member (departed 2017-08-01)
- Douglas Rofe — Vice President (departed 2016-09-08)
- Robert Head — Trustee (departed 2012-11-16)
- Brian Castle — Committee Member (departed 2020-08-02)
- Leslie Alister Clarke — Patron (departed 2017-12-06)
- Errol Hailwood — Committee Member (departed 2011-03-28)
- Anthony Clark-stewart — President (departed 2012-11-16)
Similar Charities in Social Services
- Otago Youth Wellness Trust — Social Services
- Wellington Sexual Abuse Help Foundation — Social Services
- Kia Puāwai — Social Services
- Barnardos New Zealand Incorporated — Social Services
- Anglican Family Care Centre Incorporated — Social Services
Carterton Returned and Services' Association (Incorporated) Poppy Charitable Trust
Financial data as at June 2026. Sourced from Charities Services register.
$5.3K
$5.7K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Welfare of Carterton Returned and Service members
Who We Serve
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 276 peers · Social Services · 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 History
Rating
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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: 3 October 2026.
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