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Charity Summary


Charity Details


Saorsa Retirement Village Trust
CC20905
9429042724254
Registered

Registration details

3/02/2008
March 31

Name change history

Name Effective Date
Saorsa Retirement Village 3/02/2008
Saorsa Retirement Village Trust 31/10/2023

Address for service

PO Box 87
Waipu
545
St Marys Road
Waipu
0510

Charity's other details

(09)432 1453


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To operate and run a retirement village on any land owned, leased or otherwise occupied by the Board including the granting of occupation right agreements to residents and providing rentals for pensioners.

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

Provides buildings / facilities / open space

Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers)

Accommodation / housing

Older people

Legal Structure

Unincorporated Trust

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 24/09/2025 $538,562 $572,805 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 20/08/2024 $585,350 $578,679 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 24/08/2023 $394,014 $479,117 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 9/09/2022 $448,212 $508,920 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 20/10/2021 $385,740 $457,992 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 19/08/2020 $372,910 $551,851 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 11/09/2019 $373,656 $452,402 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 19/09/2018 $355,396 $323,078 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 1/10/2017 $333,011 $316,690 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
David Baldwin WDC Representative 17/11/2025
John Victor Cole Trustee 19/05/2025
Stephen Donn Trustee Treasurer 1/08/2022
Brian McLean Trustee 20/12/2021
Juanita McGoldrick Vice chairman 20/12/2021
James Michael Leo Lucas Chairman 16/11/2020
Sandra Lucas Trustee 12/03/1967
Phillip Ross Halse Trustee 4/01/1950

Past Officers

Officer Name Position Past Since
Gordon Brown Trustee 12/02/2025
Richard Guy Trustee 21/10/2024
Angela Elizabeth Purnell Trustee 20/02/2023
Donald Abercrombie Trustee 16/01/2023
Simon Couper Trust Member 16/01/2023
Brian Douglas Challenger Trustee 29/11/2021
Nicholas Hugh Brothers Trustee 29/11/2021
Wendy Kathryn Urlich Trustee 29/11/2021
Keith Fredrick Larsen Trustee 24/05/2021
Gavin Michael Carroll Trustee 17/05/2021
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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)
27/11/2025 NOC043
20/05/2025 NOC041
20/11/2024 NOC040
31/10/2023 NOC037
31/10/2023 NOC036
24/08/2023 NOC035
4/07/2023 NOC033
5/04/2023 NOC032
9/09/2022 NOC031
25/05/2022 NOC027
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Charity Documents


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Date Uploaded Document Type Reference Name

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