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Group Summary


Group Members

Below are all the members of Rotorua Trust Group.

The group owner is required to complete a consolidated annual return on behalf of its members. Consolidated annual return information for these members is available in the Annual Returns tab below.

Click into the individual members below to view their charity summary.

Member Charities
Rotorua Energy Charitable Trust
RotoruaTrust Perpetual Capital Fund Limited

Group Details

Rotorua Trust Group
Rotorua Energy Charitable Trust

Registration details

Registered
30/06/2008
CC27059
March 31

Address for service

PO Box 1418
Rotorua
3040
1072 Haupapa Street
Rotorua 3010
Rotorua
3010

Group's other details

07 347 6239
admin@rotoruatrust.org.nz
http://www.rotoruatrust.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC27059

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.

Please note: these Annual Returns contain consolidated financial information for all members of this group.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 Processing $8,937,000 $1,656,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 25/09/2024 $18,480,000 $1,760,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 6/11/2023 $165,000 $6,312,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 28/08/2022 $8,300,000 $1,771,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 30/08/2021 $29,980,000 $1,605,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 2/07/2020 $6,000 $3,905,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 23/08/2019 $11,079,000 $1,618,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 19/04/2022 $11,630,000 $1,574,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 25/07/2017 $12,328,000 $6,658,000 load annual return's financial documents spinner gif
Included in Annual Return

Purpose & Structure

Charitable Purpose

The Trust's mission is to manage and enhance the assets held in the Trust and distribute income for the long term benefit of the Rotorua District community.

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

Makes grants to organisations (including schools or other charities)

Makes grants to organisations (includes schools or other charities), Provides scholarships

Other (please state)

(Community support)

Other charities

The Rotorua District Community

Entity Structure

The Trust is governed by a six-member board of trustees who are elected every three years. From 1 April 2015 the Trust's investment assets have been managed by Mercer (NZ) Ltd.

Group Updates

There are no public Update Details change records for this group.

Group Documents

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Date Uploaded Document Type Reference Name

No group documents.