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Charity Summary


Charity Details

RotoruaTrust Perpetual Capital Fund Limited
CC27094
9429033570242
Registered

Registration details

30/06/2008
March 31
Rotorua Trust Group

Address for service

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

Charity's other details

07 3476239
07 3476305
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/CC27094

Group Members

Below are all the members of Rotorua Trust Group. Click into the individual members below to view their charity summary.

Member Charities
Rotorua Energy Charitable Trust
RotoruaTrust Perpetual Capital Fund Limited

Purpose & Structure

Charitable Purpose

To act as an investment custodian for a portion of the Rotorua Energy Charitable Trust's investment asset portfolio.

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

Other (please state)

(Investment Custodian for investments of Rotorua Energy Charitable Trust)

Community development

Community Support. Main Sector: Investment Custodian for Rotorua Energy Charitable Trust

Other (please state)

(The Rotorua Community and District)

Legal Structure

Company

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.

Please note: This charity is a member of a Group which submits Consolidated Annual Returns. To view these Annual Returns on the Group Summary click here. Any Annual Returns listed below were submitted when this charity was a single entity.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2025 30/09/2025 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2024 30/09/2024 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2023 30/09/2023 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2022 30/09/2022 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2021 30/09/2021 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2020 30/09/2020 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2019 30/09/2019 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2018 30/09/2018 Member of 'Rotorua Trust Group' group - click here to view Annual Return
31/03/2017 30/09/2017 Member of 'Rotorua Trust Group' group - click here to view Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Catherine Frances Cooney Director 28/11/2025
Michael John Mason Keefe Director 22/11/2022

Past Officers

Officer Name Position Past Since
Stewart James Edward Director 28/11/2025
Gregory Colin Brown Trustee 21/11/2022
Tamati Gerald Coffey Deputy Chair 21/11/2022
Sandra Maree Kai Fong Trustee 23/11/2019
Jo-Anne Marie La Grouw Director 9/12/2016
Grahame Walter Hall Director 19/11/2016
Paul Clayton East Director 19/11/2016
Stuart Bowden Burns Director 1/11/2013

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)
1/12/2025 NOC015
13/12/2022 NOC011
13/12/2022 NOC010
20/12/2016 NOC003
22/11/2013 NOC001

Charity Documents

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