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Charity Summary


Charity Details

Otaki Heritage
Otaki Museum
CC28183
9429042999560
Registered

Registration details

30/06/2008
June 30

Name change history

Name Effective Date
Otaki Heritage Bank Preservation Trust 30/06/2008
Otaki Heritage 8/10/2023

Address for service

49 Main Street
Otaki
5512

Charity's other details

06 364 6886
accounts@otakimuseum.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28183

Purpose & Structure

Charitable Purpose

To preserve historical artefacts, photographs, and data about Otaki and district. To make items in the collection available to researchers and interested people online. To mount exhibitions to highlight various aspects of local history to the community. To produce an historic journal annually.

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

Acts as an umbrella / resource body

Sponsors / undertakes research, Provides advice / information / advocacy, Provides buildings / facilities / open space

Arts / culture / heritage

Education / training / research, Environment / conservation, Community development

General public

Children / young people, Voluntary bodies other than charities, Older people, Family / whanau

Entity Structure

The Trust is managed by a maximum of 10 Trustees elected from the community and relevant interested parties. The Trustees, Friends of the Society, and volunteers provide the human resources to run the museum.

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.

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
30/06/2023 31/12/2023 13/11/2023 $126,217 $57,923 load annual return's financial documents spinner gif
30/06/2022 31/12/2022 6/12/2022 $43,401 $46,062 load annual return's financial documents spinner gif
30/06/2021 31/12/2021 29/11/2021 $39,655 $31,948 load annual return's financial documents spinner gif
30/06/2020 31/12/2020 17/12/2020 $39,655 $31,948 load annual return's financial documents spinner gif
30/06/2019 31/12/2019 12/11/2019 $40,738 $27,874 load annual return's financial documents spinner gif
30/06/2018 31/12/2018 22/10/2018 $40,738 $27,874 load annual return's financial documents spinner gif
30/06/2017 31/12/2017 31/07/2017 $42,035 $43,212 load annual return's financial documents spinner gif
30/06/2016 31/12/2016 2/03/2016 $55,185 $44,950 load annual return's financial documents spinner gif
30/06/2015 31/12/2015 20/01/2016 $49,719 $43,411 load annual return's financial documents spinner gif
30/06/2014 31/12/2014 25/02/2015 $44,221 $29,038 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Jeanette Evelyn Carpenter Trustee 8/10/2023
Sarah Frances Maclean Trustee 8/10/2023
Liz Brown Trustee 10/10/2022
Len Nicholls Trustee 11/10/2021
David Ledson Trustee 10/10/2018
Judith Miller Trustee 28/10/2015
Neale Ames Treasurer 29/10/2008

Past Officers

Officer Name Position Past Since
Diane Buchan Trustee 8/10/2023
Graham Brandford Kerr Trustee 8/10/2023
Jennifer Anne Corbitt Trustee 8/10/2023
Muriel Christine Greenwood Trustee 8/10/2023
Patricia Mary Whenuaroa Trustee 8/10/2023
Roderick Warren Kinghorn Trustee 8/10/2023
Sue Carroll Trustee 8/10/2023
Angela Hill Trustee 10/10/2022
John Anthony Peters Trustee 10/10/2022
Meagan Roach Trustee 11/10/2021

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)
21/02/2024 NOC017
20/01/2016 NOC008
14/12/2013 NOC007
7/11/2012 AR005
25/11/2011 NOC004
21/12/2010 AR003
16/12/2009 AR002
28/01/2009 NOC003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.