Rotary Club Of Oamaru Trust — Arts & Culture Charity in Oamaru

Rotary Club Of Oamaru Trust is a Trust charity in the Arts & Culture sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To assist member of the public with their needs both locally and overseas in accordance with our trust deed.

Registration Number
CC37736
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Arts & Culture
Location
Oamaru, Oamaru
Email
adair@adairca.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.3M
2024$0.1M$0.1M$0.3M
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.1M$0.0M-
2019$0.1M$0.1M-
2018$0.1M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Mark DorseyTrustee2025-10-10
Ian WallaceTrustee2024-10-01
Sven ThelningSecretary2024-10-01
Peter RobinsonChair2021-07-01
Peter SeniorTrustee2020-11-10
Adair CraikTrustee2019-10-01

Former Officers (11)

  • Trevor James — Trustee (departed 2021-06-30)
  • Tony Caldwell — Trustee (departed 2017-09-19)
  • Kenneth Tierney — Trustee (departed 2026-05-05)
  • Gordon Martin — Secretary (departed 2025-08-27)
  • Blair Middlemass — Treasurer (departed 2024-09-11)
  • Helen Webster — Trustee (departed 2014-09-19)
  • Steven Bolstridge — Trustee (departed 2024-06-18)
  • John Geare — Treasurer (departed 2012-01-20)
  • Raymond McNally — Secretary (departed 2010-09-20)
  • Thomas McCone — Vice Chair (departed 2017-10-18)
  • Kenneth Scott — Trustee (departed 2020-06-20)

Similar Charities in Arts & Culture

FunderArts & CultureTrustTrust

Rotary Club Of Oamaru Trust

CC37736Oamaru, OamaruRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$114.5K

Expenses

$127.2K

Assets

$321.4K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

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

To assist member of the public with their needs both locally and overseas in accordance with our trust deed.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicPeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$114.5K
Total Expenses
$127.2K
Net Assets
$255.4K
Volunteers
0

Financial Trends

Financial Trends (17 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
21.1mo
Could operate 21.1 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

49
Score /100
Concentrated
HHI: 5,075
Donations66.0%
Other25.4%
Investment Income8.6%

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

Peer Comparison

Ranked against 117 peers · Arts & Culture · $100K – $1M

Rating Score
0
#29/118
Revenue
$114K
#111/118
Reserve Months
0.0
#1/118
Surplus
$-13K
#88/118
Staff Cost %
0%
#1/118

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

Is this your charity?

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

Claim This Profile

Contact Details

Address
Oamaru, Oamaru

Registration

Registration NumberCC37736
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Jul 1972
Registered office
31A Test Street, South Hill, Oamaru

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants / loans to individualsMakes 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: 29 September 2026.