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Charity Summary

This is the charity information for: Okataina Education and Recreation Trust.

Charity Details

Deregistration details

Legal name of the Charity:

Okataina Education and Recreation Trust

Other Name (inc Trading Name):

Okataina Trust

Registration number:

CC23205

NZBN number:

9429042824275

Current Status:

Deregistered

Deregistration Date Requested:

15/06/2025

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of Okataina Education and Recreation Trust at the date of deregistration:

Legal name of the Charity:

Okataina Education and Recreation Trust

Other Name (inc Trading Name):

Okataina Trust

Registration number:

CC23205

NZBN number:

9429042824275

Current Status:

Deregistered

Registration details

Date of Registration:

20/04/2008

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	15/06/2025	The charity is closing down permanently or has closed down (winding up)
Registered	20/04/2008

Address for service

Charity's Postal Address:

PO Box 1696

Rotorua

3040

Charity's other details

Phone:

021 628 914

Email:

vivandmike@xtra.co.nz

Areas of Operation:

Bay of Plenty

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC23205

Purpose & Structure

Charitable Purpose

To support outdoor education by way of providing grants for this purpose to any school in the Rotorua or greater Bay of Plenty district.

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

Activities:

Makes grants to organisations (including schools or other charities)

Provides buildings / facilities / open space

Sectors:

Accommodation / housing

Education / training / research, Environment / conservation, Religious activities, Sport / recreation

Beneficiaries:

Children / young people

Voluntary bodies other than charities, Older people, People with disabilities, General public, Family / whanau, Religious groups

Entity Structure

The Trust is governed by a board of six Trustees who control and manage the affairs of the 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.

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
31/03/2025	30/09/2025	15/06/2025	$1,320	$68,621	Included in Annual Return
31/03/2024	30/09/2024	7/07/2024	$3,673	$56,636	Included in Annual Return
31/03/2023	30/09/2023	8/08/2023	$3,525	$57,166	Included in Annual Return
31/03/2022	30/09/2022	9/08/2022	$5,345	$31,590	Included in Annual Return
31/03/2021	30/09/2021	17/07/2021	$6,889	$47,343	Included in Annual Return
31/03/2020	30/09/2020	22/08/2020	$8,574	$37,559	Included in Annual Return
31/03/2019	30/09/2019	3/09/2019	$9,607	$23,421	Included in Annual Return
31/03/2018	30/09/2018	21/12/2018	$10,477	$22,523	Included in Annual Return
31/03/2017	30/09/2017	7/12/2017	$18,541	$14,069	Included in Annual Return
31/03/2016	30/09/2016	29/09/2016	$58,168	$52,145	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Duncan Edward Smith	Trustee	12/06/2010
Gary Wayne Bell	Trustee	21/04/2008
Michael Ian Menzies	Trustee	21/04/2008
Patricia Anne Smyth	Trustee	21/04/2008
Peer Rosenfeldt Jensen	Trustee	21/04/2008

Past Officers

Officer Name	Position	Past Since
Leith John Gray	Trustee	30/06/2024
Daniel Herbert Castelli	Trustee	9/12/2019
Louise Aroha Perkins	Trustee	9/12/2019
Colin Maxwell Smyth	N/A	4/07/2015
Alan Kenneth Miller	N/A	4/05/2012
Wairemana Huia Carlson	N/A	31/03/2011
George Teatatu Epapara	N/A	30/07/2009
Arthur Fielding Ledger	N/A	20/07/2009
Desmond John Sainsbury	N/A	20/07/2009
Gavin Russell Alan Nicol	N/A	20/07/2009

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)
18/09/2016	NOC005
28/08/2012	AR005
9/01/2012	AR004
9/05/2011	AR003
1/03/2010	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name