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Charity Summary

This is the charity information for: Wellington Rotary Charitable Trust.

Charity Details


Wellington Rotary Charitable Trust
CC29255
9429042917656
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 10243
The Terrace
Wellington
6143

Charity's other details

021471588


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To provide funding to help our community through grants to individuals, or organisations working in the area of community improvement - it can be study grants to help develop individuals, grants to purchase equipment or funds to help seed a group or a specific activity.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research, Provides services (e.g. care / counselling), individuals and welfare research

Education / training / research

Health, Community development, Emergency / disaster relief, Social services, Arts / culture / heritage, International activities, Youth and aged

Older people

Children / young people, Other charities, Voluntary bodies other than charities, General public, Family / whanau, Migrants / refugees

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
30/06/2026 31/12/2026 31/08/2026 $136,003 $53,252 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2025 31/12/2025 7/11/2025 $167,745 $78,043 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 27/11/2024 $141,690 $120,632 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 8/12/2023 $99,085 $43,067 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 4/11/2022 $90,269 $292,615 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 18/11/2021 $214,843 $127,412 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 15/12/2020 $159,720 $277,244 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 29/11/2019 $307,099 $171,076 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 28/02/2019 14/02/2019 $207,544 $96,321 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 26/02/2018 $289,295 $119,643 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Jonathon Paul Beck Trustee 12/06/2024
Brent David Allcock Trustee 21/07/2023
Gray Hughson Trustee 22/05/2018
Joy Tracey Trustee 23/01/2018
Joan Smith Trustee 1/03/2017

Past Officers

Officer Name Position Past Since
Andrew Austin Trustee 16/01/2026
Kate Mitchell Trustee 30/06/2023
Rhys Barlow Trustee 31/10/2022
Alexandra Hare Trustee 24/08/2021
Helen Algar Trustee 27/08/2019
Martin Lenart Trustee 31/12/2017
Wayne Morgan Trustee 31/12/2017
Tricia Wallbridge Trustee 1/03/2017
Peter Lawson Trustee 30/11/2016
Peter Sherwin Trustee 1/12/2015
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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)
11/06/2026 NOC034
9/12/2024 NOC032
28/08/2024 NOC030
20/07/2023 NOC027
18/11/2021 NOC024
12/10/2021 NOC023
12/10/2021 NOC022
24/02/2020 NOC020
29/05/2019 NOC018
27/02/2018 NOC016
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Charity Documents


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No supporting documents.