Rotary Club Of Timaru Charitable Trust — Community Development Charity in Timaru

Rotary Club Of Timaru Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Timaru, Timaru. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $0.0M NZD. Financial data as at April 2026.

Mission: (a) To conduct and carry on in South Canterbury or elsewhere in New Zealand any health, educational, social or welfare activity that is Charitable within the revenue laws of New Zealand and consistent with the ideals and objectives of Rotary International. (b) To support and encourage financially or otherwise any group or body corporate or individual person in carrying out such Charitable object. (c) To assist and support directly or indirectly any activity that improves or maintains the health, education or welfare of persons living in South Canterbury or New Zealand or overseas (so long as any overseas destination or use strictly complies with New Zealand charitable criteria acceptable to the Inland Revenue Department. (d) To assist and support directly or indirectly educational and training programmes that are designed to attain the above Charitable objectives. (e) To incorporate as a Board under the Charitable Trusts Act 1957.

Registration Number
CC22195
Charity Type
Charitable Trust
Registration Date
2008-03-27
Status
Active
CharityData Rating
B+ (82.7/100)
Sector
Community Development
Location
Timaru, Timaru
Email
rotary.timaru@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
April 2026

Beneficiaries: Children / young people, Migrants / refugees, Older people, Other charities, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
12.7 months of operating expenses
Financial Year End
2026-04-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.1M
2025$0.0M$0.1M$0.1M
2024$0.1M$0.1M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.1M$0.2M
2021$0.1M$0.1M$0.2M
2020$0.0M$0.1M$0.2M
2019$0.1M$0.1M$0.0M
2018$0.1M$0.1M$0.2M
2017$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B+
Overall Score
82.7/100
Financial Score
86
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Ari JanTrustee2026-07-01
Lynette WilsonSecretary2025-07-01
Russell FinlayTrustee2024-06-23
Robin PetersonTrustee2024-06-23
Greg SugrueChair2024-06-23
Michael ParrTreasurer2023-07-01

Former Officers (32)

  • Chris Visagie — Trustee (departed 2026-06-30)
  • George Borrell — Trustee (departed 2025-07-01)
  • John Barton — Trustee-(co-Opted) (departed 2023-06-30)
  • Jessica Hewitson — Trustee (departed 2025-07-01)
  • Hugh Perry — Committee Member (departed 2021-06-30)
  • Jennifer Ensor — Treasurer (departed 2023-06-30)
  • Julie Dockrill — Trustee (departed 1924-06-22)
  • Beverley Slooten — Chair (departed 2024-06-23)
  • Ashley Milliken — Trustee (departed 2023-06-30)
  • Peter Russell — Trustee (departed 2019-07-23)
  • Lionel Wilson — Secretary (departed 2025-07-01)
  • Shaun Anderson — Trustee (departed 2021-06-30)
  • Stephen Don — Trustee (departed 2020-06-16)
  • Jim Garden — Trustee (departed 2021-06-30)
  • Anne Carnie — Chair (departed 2018-06-30)
  • Julie Burgess — Secretary (departed 2018-06-30)
  • David Woods — Chair (departed 2017-04-30)
  • Marjorie Parkin — Secretary/trustee (departed 2016-01-31)
  • David Allen — Trustee (departed 2015-06-30)
  • Anthony Henderson — Chairman/trustee (departed 2014-06-30)

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustCharitable Trust

Rotary Club Of Timaru Charitable Trust

CC22195Timaru, TimaruRegistered 27 Mar 2008
Data updated: 2 days ago
Financials5mo agoRating3d ago

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

B+
83/100
Financial
86
Governance
75
Transparency
65
Revenue

$49.0K

Expenses

$45.5K

Assets

$146.2K

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
HealthEducationSocial ServicesArts & CultureInternational Aid
Beneficiaries
General Public
Geographic Focus
CanterburyNationwide

About

Mission

(a) To conduct and carry on in South Canterbury or elsewhere in New Zealand any health, educational, social or welfare activity that is Charitable within the revenue laws of New Zealand and consistent with the ideals and objectives of Rotary International. (b) To support and encourage financially or otherwise any group or body corporate or individual person in carrying out such Charitable object. (c) To assist and support directly or indirectly any activity that improves or maintains the health, education or welfare of persons living in South Canterbury or New Zealand or overseas (so long as any overseas destination or use strictly complies with New Zealand charitable criteria acceptable to the Inland Revenue Department. (d) To assist and support directly or indirectly educational and training programmes that are designed to attain the above Charitable objectives. (e) To incorporate as a Board under the Charitable Trusts Act 1957.

Who We Serve

Beneficiaries
Children / young peopleMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$49.0K
Total Expenses
$45.5K
Net Assets
$146.2K

Financial Trends

Financial Trends (18 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
12.7mo
Could operate 12.7 months with zero revenue
Healthy
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

48
Score /100
Concentrated
HHI: 5,248
Other68.9%
Donations20.6%
Investment Income8.5%
Trading / Services2.1%

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
83
#4/292
Revenue
$49K
#68/292
Reserve Months
12.7
#1/292
Surplus
$4K
#96/292
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: 82.7
Financial: 86 | Governance: 75 | Transparency: 65
Current
A-
2025
Score: 87.3
Financial: 93 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82.7/100
Financial
86
Governance
75
Transparency
65
Why this grade: Financial 86 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
7 years of audit history

Contact Details

Address
Timaru, Timaru

Registration

Registration NumberCC22195
Entity TypeCharitable Trust
Registered27 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Nov 1997
Registered office
Messrs Tripp Rolleston & Co Barristers & Solicitors 251 Stafford Street Timaru, Timaru

Sector & Activities

Primary Sector
Community Development
Activities
Other - Acts an Umbrella body

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: 4 October 2026.