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Charity Summary


Charity Details

Wisemoney Foundation Charitable Trust
Wisemoney And Wisemoney Foundation
CC29025
N/A
Registered

Registration details

30/06/2008
March 31

Name change history

Name Effective Date
Wisemoney Foundation 30/06/2008
Wisemoney Foundation Charitable Trust 1/03/2010

Address for service

10 Te Aranui Drive
Te Awamutu
3800

Charity's other details

+64 21 599 297
info@wisemoney.co.nz
http://www.wisemoney.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC29025

Purpose & Structure

Charitable Purpose

The core purpose of the Wisemoney Foundation remains charitable giving. We aim to preserve our ability to give generously into activity that is in line with ‘Primary Charitable Objects’, as outlined in our Trust Deed. These remain; 1. Relief of Poverty 2. Advancement of Education 3. Purposes Beneficial to the Community 4. Witness of Faith

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

Provides services (e.g. care / counselling)

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides advice / information / advocacy

Education / training / research

Religious activities, International activities, Economic development, Fund-raising

General public

Children / young people, Other charities, Older people, Family / whanau, Religious groups

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 21/09/2025 $900 $2,298 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 29/09/2024 $0 $400 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 29/09/2023 $5,000 $10,084 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 30/09/2022 $6,425 $6,500 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 28/09/2021 $9,560 $9,883 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 24/09/2020 $10,135 $10,258 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 3/10/2019 $12,030 $12,302 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 21/09/2018 $9,050 $9,471 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 11/09/2017 $19,360 $19,463 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Wisemoney Foundation Limited Trustee 3/09/2004

Past Officers

Officer Name Position Past Since
Carl Joseph Vincent Simmons Trustee 1/03/2010
Philip Peter Strong Trustee 1/03/2010
Richard John Edwards Trustee 1/03/2010

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)
27/09/2012 AR005
28/09/2011 AR004
31/03/2011 AR003
16/04/2010 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.