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Charity Summary


Charity Details

The Wilson Home Trust
CC21396
N/A
Registered

Registration details

26/02/2008
June 30

Address for service

Private Bag 93517
Takapuna
Auckland
740
1 St Leonards Road
Belmont
Auckland
0622

Charity's other details

(09) 488 0126
info@wilsonhometrust.org.nz
http://www.wilsonhometrust.org.nz
https://www.facebook.com/wilsonhometrust1


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21396

Purpose & Structure

Charitable Purpose

Mission: To support and enhance the lives of physically disabled children, young adults and their family/whanau in the Trust deed area. Vision: To be an independent and trusted provider of information, support and services to beneficiaries, to enable them to live more independent and happy lives. Strategic Objectives: 1. Beneficiary Services - To provide support and services to beneficiaries in the Trust deed area, in response to their changing needs. 2. Regional Support - To raise awareness of the Trust in the wider Trust deed area and explore opportunities for individual and community/regional support and services, for beneficiaries in these regions. 3. Sustainability - To ensure the long term sustainability of the assets and financial position of The Wilson Home Trust. 4. Future Site Facilities - To explore and develop facilities and the capacity of the Lake Road site, to maximise opportunities for increasing beneficiary support both now and in the future.

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

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities), Sponsors / undertakes research, Acts as an umbrella / resource body, Provides services (e.g. care / counselling), Provides advice / information / advocacy, Provides other finance (e.g. investment funds), Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space, Supports disability providers, families & children

People with disabilities

Children / young people

Other charities, Voluntary bodies other than charities, People with disabilities, General public

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.

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
30/06/2025 31/12/2025 15/12/2025 $3,401,832 $1,358,039 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/01/2025 27/02/2025 $2,117,317 $1,899,771 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 21/12/2023 $2,262,059 $1,772,431 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 22/11/2022 $1,966,107 $1,295,617 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 30/11/2021 $1,605,126 $1,119,952 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 1/12/2020 $1,603,479 $1,146,729 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 2/12/2019 $3,252,684 $1,476,478 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 13/11/2018 $2,012,739 $937,287 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 7/12/2017 $1,477,064 $811,219 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 22/12/2016 $1,245,617 $962,329 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Peter John David Williams Member 1/12/2025
Michael Milsom Committee of Management member 1/07/2025
William David Rees Committee of Management member 1/07/2025
Jenny Stiles Committee of Management Member 9/05/2025
Courtney Bennett Committee member - Committee of Management 22/03/2024

Past Officers

Officer Name Position Past Since
Jan Wolk Committee Member - CCS Disability Action Appointee 31/10/2025
Adina RIta Betty Halpern Chairperson - Te Whatu Ora - Health New Zealand - Appointee 30/06/2025
Jacob Vermunt Committee Member - CCSDisability Action appointee 30/06/2025
Mark Graeme Campbell Committee Member - Te Whatu Ora - Health New Zealand - Appointee 6/12/2024
Robert John Whitehead Committee Member - Te Whatu Ora - Health New Zealand - Appointee 31/12/2023
Fraser Grant Boddy Committee Member - CCS Disabilty Action Appointee 31/12/2017
Allison Roe Committee member 22/12/2016
Lynne Melissa Coleman Committee Member 22/12/2016
Brian Neeson Chairperson 5/12/2016
Russell John Vickery Committee Member 28/05/2016

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)
13/04/2026 NOC032
3/11/2025 NOC029
30/06/2025 NOC028
13/06/2025 NOC027
8/07/2024 NOC025
8/07/2024 NOC024
22/10/2019 NOC018
22/10/2019 NOC017
9/04/2018 NOC015
20/03/2018 NOC014

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.