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Charity Summary


Charity Details

Vic Davis Memorial Trust
CC24029
9429043154142
Registered

Registration details

7/05/2008
March 31

Address for service

PO Box 793
Whakatane
3158
C/O Hamertons
71 McAlister Street
Whakatane
3120

Charity's other details

0274587872.
admin@vicdavistrust.org
http://www.vicdavistrust.org


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24029

Purpose & Structure

Charitable Purpose

The Trusts' first objective is to assist by way of Scholarships any Individual concerned with promoting mental health and interested in investigating the nature, origin, causes, prevention, diagnosis, treatment and cure of mental ill health including mental retardation. The Trust is also set up to promote and encourage research to discover the conditions conducive to mental health and the nature, origin and causes of mental ill health and to disseminate the knowledge gained. The Trusts' second objective is to fund the costs and expenses of candidates for the Rotary Student Exchange Programme. The Trusts' third objective if funding is available after the first and second objectives is to provide funding for crafts person training at the Whakatane Water Wheel Museum. If no such program is in place, then usable income shall be paid to the J R McKenzie Trust for its purposes.

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, Crafts person Training

Health

Education / training / research, Community development, International activities

Other (please state)

(Mental Health), Children / young people, Other charities, People with disabilities

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 22/10/2025 $164,028 $98,514 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 21/10/2024 $103,303 $65,765 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 27/09/2023 $77,443 $64,304 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 12/09/2022 $82,382 $128,534 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 22/09/2021 $264,935 $53,499 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 18/07/2020 $69,431 $114,284 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 9/09/2019 $173,990 $83,578 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/09/2018 $138,520 $38,712 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 21/09/2017 $120,669 $110,322 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Vasanthi Selvaranie Bradley Trustee 6/11/2024
Philip William John Sherrell Trustee 1/11/2023
Clive Gregory Tozer Trustee 5/12/2019
Ian Eric Finch Trustee 5/12/2019
Richard Charles Underwood Trustee 7/06/2018
Karen Avril Gow Officer/Trustee 13/09/2016
Judith Lorraine Wilson Officer/Trustee 24/08/2016
Leonard Eilbeck Officer/Trustee 24/08/2016

Past Officers

Officer Name Position Past Since
Karen Smith Trustee 1/11/2023
Mark Colin Bruce Trustee 15/07/2020
Michael Shepherd chairman 7/06/2018
Kevin Violich Trustee 24/08/2016
Robert Garry Rowson Trustee 24/08/2016
Tony Bonne trustee 24/08/2016
Bruce Stockham Davis Trustee 27/06/2011
Brian Jackson Treasurer 20/10/2009
Joanne O'sullivan Hanna Trustee 17/02/2008

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)
17/12/2024 NOC021
13/11/2024 NOC020
30/07/2024 NOC018
17/04/2024 NOC017
9/01/2024 NOC016
20/07/2020 NOC011
25/03/2020 NOC009
25/03/2020 NOC008
26/08/2011 AR004
20/01/2011 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.