Lake Taupo Rotary Charitable Trust — Education Charity in Taupo
Lake Taupo Rotary Charitable Trust is a Trust charity in the Education sector, based in Taupo, Taupo. This organisation also provides funding to other charities. CharityData rates this charity C+ (69/100). Annual revenue: $0.2M NZD. Financial data as at June 2024.
Mission: To provide beneficial services and financial support for the relief of poverty, advancement of education or any other matters beneficial to the Community
- Registration Number
- CC31749
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C+ (69/100)
- Sector
- Education
- Location
- Taupo, Taupo
- lucy44@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2024
Beneficiaries: Children / young people, Family / whanau, Older people, Other charities, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.8M NZD
- Net Assets
- $0.8M NZD
- Reserve Months
- 6.2 months of operating expenses
- Volunteers
- 14
- Financial Year End
- 2024-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.2M | $0.2M | $0.8M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.2M | $0.2M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.0M | $0.0M | - |
| 2015 | $0.1M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69/100
- Financial Score
- 75
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Stuart Pickmere — Trustee
- Clive MacDonald — Treasurer
- Jacqueline Robinson — Trustee (departed 2025-05-29)
- Bridget Legg — Officer (departed 2022-06-01)
- Bruce Dunlop — Officer (departed 2023-06-30)
- Paul Gardner — Trustee (departed 2023-06-30)
- Kathryn Uvhagen — Trustee
- Robert MacKie — Trustee (departed 2023-06-30)
- John Dykes — Trustee (departed 2025-05-29)
- Deborah McCarthy — Trustee (departed 2022-08-29)
- Chris Wallis — Trustee (departed 2017-09-25)
- Margaret Price — Officer
- Ivan Rudd — Trustee (departed 2016-01-29)
- Ray Toms — Trustee (departed 2015-11-01)
- Ray Hodgson — Trustee (departed 2014-06-30)
- Dennis Jenkins — Trustee (departed 2016-11-11)
- Maurice Marshment — Trustee (departed 2014-06-30)
- Michael Langley — Trustee (departed 2012-03-01)
- Robert McKnight — Trustee (departed 2011-07-01)
- Barry Keehan — Trustee (departed 2011-07-01)
Funding Sources
- Pub Charity Limited — $40,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Lake Taupo Rotary Charitable Trust
Financial data as at June 2024. Sourced from Charities Services register.
Reasons to look carefully (2)
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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Current annual return overdueThe newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services 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.
$185.4K
$200.8K
$827.8K
Financial data from Charities Services annual return (FY2024). 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
To provide beneficial services and financial support for the relief of poverty, advancement of education or any other matters beneficial to the Community
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
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: 29 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score