RotoruaTrust Perpetual Capital Fund Limited — Community Development Charity in Rotorua

RotoruaTrust Perpetual Capital Fund Limited is a Company charity in the Community Development sector, based in Rotorua, Rotorua.

Mission: To act as an investment custodian for a portion of the Rotorua Energy Charitable Trust's investment asset portfolio.

Registration Number
CC27094
Charity Type
Company
Registration Date
2008-06-30
Status
Active
Sector
Community Development
Location
Rotorua, Rotorua
Email
admin@rotoruatrust.org.nz

Beneficiaries: Other - All

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Catherine CooneyDirector2025-11-28
Michael KeefeDirector2022-11-22

Former Officers (8)

  • Gregory Brown — Trustee (departed 2022-11-21)
  • Stewart Edward — Director (departed 2025-11-28)
  • Sandra Kai Fong — Trustee (departed 2019-11-23)
  • Tamati Coffey — Deputy Chair (departed 2022-11-21)
  • Jo-anne La Grouw — Director (departed 2016-12-09)
  • Grahame Hall — Director (departed 2016-11-19)
  • Stuart Burns — Director (departed 2013-11-01)
  • Paul East — Director (departed 2016-11-19)

Reporting Group Members

RotoruaTrust Perpetual Capital Fund Limited files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Community Development

Community DevelopmentCompany

RotoruaTrust Perpetual Capital Fund Limited

CC27094Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: Today
Rating6mo ago
NR
Not rated — No recent financial activity reported

This charity appears to have no recent financial activity. Either no annual return has been filed with Charities Services, or the most recent return reported zero revenue and zero expenses. Without any financial activity to assess, no rating can be calculated. The charity may be dormant, in transition, pending deregistration, or simply behind on filings — we cannot confirm from the public data alone. If your charity is actively operating, filing a current annual return with Charities Services will allow a rating to be calculated on the next refresh.

How ratings work →

Part of a reporting group. RotoruaTrust Perpetual Capital Fund Limited files its annual return under the consolidated return filed by Rotorua Energy Charitable Trust. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.

About

Mission

To act as an investment custodian for a portion of the Rotorua Energy Charitable Trust's investment asset portfolio.

Who We Serve

Beneficiaries
Other - All

Rating

Score: /100
Financial
65
Governance
50
Transparency
50
View Full Score Breakdown

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Contact Details

Address
Rotorua, Rotorua

Registration

Registration NumberCC27094
Entity TypeCompany
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated26 Mar 2007
Company #1914965
Registered office
1072 Haupapa Street, Rotorua, Rotorua, 3010

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: 1 October 2026.

Reporting Group — Consolidated Annual Return

RotoruaTrust Perpetual Capital Fund Limited is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.