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Charity Summary


Charity Details

N. Z. Optometrical Association Trust
NZOT
CC20292
N/A
Registered

Registration details

18/12/2007
June 30

Address for service

PO Box 11093
Manners Street
Te Aro
Wellington
6142
Level 3
93 Boulcott Street
Wellington Central
Wellington
6011

Charity's other details

04 473 2322
nerf@nzao.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20292

Purpose & Structure

Charitable Purpose

To assist persons in the study of optometry in universities and other educational institutions in New Zealand

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

Other (please state)

(Grants to assist persons in the study of optometry in universities in New Zealand)

Education / training / research

Other (please state)

(Persons studying optometry in universities in New Zealand)

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 28/11/2025 $22,106 $7,509 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 9/12/2024 $31,503 $14,792 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 7/11/2023 $48,967 $20,814 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 4/11/2022 $43,353 $17,430 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/11/2021 $40,580 $13,597 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 18/12/2020 $50,691 $30,463 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 7/11/2019 $42,629 $10,361 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 13/12/2018 $35,596 $9,045 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 23/11/2017 $32,637 $10,485 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 23/11/2016 $36,119 $7,500 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Geoff Sargent Trustee 15/08/2014
Wilson Sue Trustee 14/05/2008

Past Officers

Officer Name Position Past Since
Lesley Frederikson Trustee 8/05/2018
John Andersen Trustee 15/08/2014
Peter Heginbotham Chariman of Trustees 12/05/2008

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)
28/11/2025 NOC022
24/07/2019 NOC010
18/08/2014 NOC006
7/12/2010 AR004
9/12/2009 AR003
22/12/2008 AR002
27/06/2008 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.