Rotary Club of Takaro Charitable Trust — Community Development Charity in Palmerston North

Rotary Club of Takaro Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2026.

Mission: Rotary International is an international service organisation whose stated purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and to advance goodwill and peace around the world.

Registration Number
CC42285
Charity Type
Charitable Trust
Registration Date
2009-09-16
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Community Development
Location
Palmerston North, Palmerston North
Website
www.https://www.papaioearotary.org.nz/
Email
kawau@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2026

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

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
82.6 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet 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$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M-
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M$0.0M
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Bruce MarkwellPresident Rotary Club of Papaioea2026-07-01
David EverettPast President Rotary Club of Papaioea2024-07-01

Former Officers (15)

  • Raewyn Cameron — Past President Rotary Club of Papaioea (departed 2026-06-30)
  • Lynne Phillips — Secretary/treasurer
  • Lyal Brenton — Club Secretary (departed 2023-06-30)
  • John Mills — Past President (departed 2023-06-30)
  • Rodger Calder — Trustee (departed 2019-06-30)
  • Christina Brenton — Trustee (departed 2017-07-01)
  • Donald Lett — Chair
  • Gillian Craven — Trustee (departed 2019-06-30)
  • Pauline Brown — Trustee (departed 2015-12-11)
  • Bevan Rennie — Trustee (departed 2014-10-23)
  • Kenneth Coombes — Trustee (departed 2015-11-09)
  • George Beaton — Trustee (departed 2013-04-18)
  • Brian Rickard — Trustee (departed 2013-04-18)
  • Sue Davis Lewis — Trustee (departed 2013-04-18)
  • David WHITE — Trustee (departed 2013-04-18)

Similar Charities in Community Development

Rotary Club of Takaro Charitable Trust logo
FunderCommunity DevelopmentCharitable TrustCharitable Trust

Rotary Club of Takaro Charitable Trust

CC42285Palmerston North, Palmerston NorthRegistered 16 Sept 2009
Data updated: 2 days ago
Financials3mo agoRating2d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
74/100
Financial
78
Governance
65
Transparency
65
Revenue

$4.5K

Expenses

$6.7K

Financial data from Charities Services annual return (FY2026). 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 Aid
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Rotary International is an international service organisation whose stated purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and to advance goodwill and peace around the world.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleVoluntary bodies other than charities

Key Statistics

Annual Revenue
$4.5K
Total Expenses
$6.7K
Net Assets
-

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
82.6mo
Could operate 82.6 months with zero revenue
Over-capitalized
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

45
Score /100
Concentrated
HHI: 5,538
Donations66.4%
Investment Income33.6%

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

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
74
#18/292
Revenue
$5K
#230/292
Reserve Months
82.6
#1/292
Surplus
$-2K
#205/292
Staff Cost %
0%
#1/292

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
C-
2025
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2023
Clean
4 years of audit history

Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC42285
Entity TypeCharitable Trust
Registered16 Sept 2009
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)

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.