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Charity Summary


Charity Details

Rotary Club of Invercargill Charitable Trust
CC31427
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 1529
Invercargill
9840
Level 1
35 Dee Street
Invercargill
9810

Charity's other details

64274303038
stephen@mwm.net.nz
https://www.invercargillrotary.club/
https://www.facebook.com/RotaryClubOfInvercargill


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC31427

Purpose & Structure

Charitable Purpose

Rotary is a service organisation whose stated purpose is to bring together business and professional leaders in order to provide humanitarian service and to advance goodwill and peace around the world.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space

Fund-raising

Education / training / research, Health, Environment / conservation, Emergency / disaster relief, International activities, People with disabilities, Promotion of volunteering

Children / young people

Other charities, Voluntary bodies other than charities, Older people, People with disabilities, General public

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2008 under Section 43 of the Charities act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 18/12/2025 $59,477 $55,587 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 19/12/2024 $74,499 $55,114 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 19/12/2023 $73,843 $74,582 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 2/02/2023 $57,428 $48,635 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 1/12/2021 $62,993 $29,892 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 9/12/2020 $10,232 $33,704 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 12/02/2020 $57,960 $43,114 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 9/10/2018 $50,864 $50,752 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 9/10/2018 $58,617 $49,834 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 9/10/2018 $73,387 $73,478 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Helen McCurdy Trustee 10/03/2025
Stephen O'Connor Trustee 22/09/2021
Peter Dunn Trustee 30/06/2018
Richard Russell Trustee 1/07/2017

Past Officers

Officer Name Position Past Since
Owen Ramsay Trustee 16/07/2024
Neil Boniface Trustee 22/09/2021
Paul Goffin Trustee 30/06/2019
Mark Bain Trustee 30/06/2018
Kieran O'Neill Trustee 11/07/2016
Alice Sarah Pottinger Trustee 30/06/2016
Allan Derrick Trustee 30/06/2014
Thursa Margaret Kennedy Trustee 30/06/2014
Craig Maxwell Smith Trustee 30/06/2012
Owen Michael Ramsay Trustee 30/06/2012

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
18/12/2025 NOC020
12/12/2024 NOC018
19/12/2023 NOC016
12/02/2020 NOC011
12/07/2016 NOC007
6/03/2015 NOC006
15/11/2012 NOC003
3/08/2009 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.