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Charity Summary


Charity Details


Rotary Club Of Oamaru Trust
CC37736
9429042737094
Registered

Registration details

30/06/2008
June 30

Address for service

78 Reservoir Road
Oamaru North
Oamaru
9400

Charity's other details

021 309 439
http://www.facebook.com/rotaryclubofoamaru


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

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

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

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities), Provides human resources (e.g. staff / volunteers)

Community development

Accommodation / housing, Education / training / research, Health, Environment / conservation, Emergency / disaster relief, Social services, Employment, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

General public

Children / young people, Voluntary bodies other than charities, People with disabilities, Family / whanau, Young People/Families And Local Community Members

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 10/10/2025 $114,450 $127,171 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 10/03/2025 $104,256 $79,693 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 27/05/2024 $72,847 $62,333 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 14/12/2022 $60,044 $56,308 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/11/2021 $83,535 $84,031 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 30/11/2020 $92,828 $37,501 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 30/11/2019 $60,500 $50,080 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 31/03/2019 $56,651 $44,386 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 31/03/2019 $40,842 $33,830 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 2/07/2017 $32,291 $29,452 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Mark Dorsey Trustee 10/10/2025
Ian Malcolm Mckenzie Wallace Trustee 1/10/2024
Sven Thelning Secretary 1/10/2024
Peter Raymond Robinson Chairperson 1/07/2021
Peter Senior Trustee 10/11/2020
Adair Craik Trustee 1/10/2019

Past Officers

Officer Name Position Past Since
Kenneth Tierney Trustee 5/05/2026
Gordon Martin Secretary 27/08/2025
Blair Middlemass Treasurer 11/09/2024
Steven Moreno Bolstridge Trustee 18/06/2024
Trevor William James Trustee 30/06/2021
Kenneth James Scott Trustee 20/06/2020
Thomas Bryan McCone Vice Chairman 18/10/2017
Tony Caldwell Trustee 19/09/2017
Helen Webster Trustee 19/09/2014
Peter Raymond Robinson Trustee 19/09/2014
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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)
16/06/2026 NOC019
11/10/2024 NOC016
5/02/2015 NOC005
31/03/2012 AR004
28/04/2011 NOC002
28/09/2010 AR003

Charity Documents


Notices

The trustees agree that as a condition of registration, the Trust Deed will be given effect as if the non-charitable provision in clause 5(i) of the Trust Deed, has been removed from the Trust Deed in accordance with section 61B of the Charitable Trusts Act 1957.

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Date Uploaded Document Type Reference Name

No supporting documents.