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Charity Summary

This is the charity information for: Petone Residence for the Elderly Trust.

Charity Details


Deregistration details

Petone Residence for the Elderly Trust
Britannia House
CC10997
9429042804437
Deregistered
30/06/2018

Financial information at the time of Deregistration:

$0
$0

Below are details of Petone Residence for the Elderly Trust at the date of deregistration:

Petone Residence for the Elderly Trust
Britannia House
CC10997
9429042804437
Deregistered

Registration details

2/09/2007
June 30

Address for service

C/- Stephen Fitzjohn
Milestone Financial Services (Wellington) Ltd
PO Box 31-571
Lower Hutt
5012
C/- Milestone Financial Services
Level 3, 65 Waterloo Road
Lower Hutt
5012

Charity's other details

04 939 6601


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To promote a residence for the accommodation and care of elderly people and those unable to care adequately for themselves

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

Other (please state)

(Care of the elderly)

Other (please state)

(Care of the elderly), People with disabilities

Older people

People with disabilities

Entity Structure

Our Trust Deed states that we must have between five and seven Trustees. We currently have five Trustees that constitute our governance board, including two executive positions : treasurer and secretary. Truste es/ governance members may lead sub-committees as detemined by our annual work plan & priorities. Our operations are managed by a Nurse Manager overseeing a team of 18 paid employees. Volunteers support us with our various activities throughout the year.

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
30/06/2018 31/12/2018 - - - To be filed To be filed
30/06/2017 31/12/2017 8/06/2018 $1,038,945 $974,212 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 28/11/2016 $697,949 $727,132 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2015 31/12/2015 8/02/2016 $726,372 $697,891 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2014 31/12/2014 3/02/2015 $701,007 $722,143 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2013 31/12/2013 28/01/2014 $716,386 $742,116 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2012 31/12/2012 5/02/2013 $668,054 $685,106 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2011 31/12/2011 3/04/2012 $650,811 $668,550 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2010 31/12/2010 5/07/2011 $686,114 $660,586 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2009 31/12/2009 3/02/2010 $532,248 $507,909 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Leigh Sutton Trustee 1/07/2015
Catherine Ravenhall Trustee 29/08/2014
Prue Lamason Deputy Chair 29/08/2014
Stephen Fitzjohn Chairperson 29/08/2014
Tui Lewis Trustee 29/08/2014

Past Officers

Officer Name Position Past Since
Catherine Ravenhall Trustee 30/06/2015
Sinead Diederich Trustee 30/06/2015
Bill Allan Trustee 29/08/2014
Jenny Young Trustee 29/08/2014
Joan Beverley Wilson Church's Representative 29/08/2014
Joan Hewson Deputy Chairperson 29/08/2014
Marjorie Campbell Trustee 29/08/2014
Maureen Freeman Chairperson 29/08/2014
Michael Fisher Trustee 29/08/2014
Ruth Dickson Committee Member 29/08/2014
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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)
15/04/2016 NOC008
15/04/2016 NOC007
9/02/2015 NOC006
5/02/2013 AR006
3/04/2012 AR005
5/07/2011 AR004
3/02/2010 AR003
24/12/2008 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.