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Charity Summary

Charity Details

U3A Wellington City Incorporated

Registration details

June 30

Address for service

Flat 1
166 Oriental Parade
Oriental Bay

Charity's other details


Purpose & Structure

Charitable Purpose

3.1 The purposes of the Society are – 3.1.1 To provide opportunities for older adults who are not in full-time employment to be engaged in further education, both as students and as tutors, free from the pressures of more formal education systems; 3.1.2 To conduct or provide lectures, courses, seminars and other means of education or study without any requirement for or award of qualifications; 3.1.3 To carry out such other activities as may promote membership of the Society and encourage friendship among members; 3.1.4 To provide grants, scholarships and other financial support to persons and organisations which may assist in the carrying out of any of the above purposes or which may have similar charitable purposes; 3.1.5 To do any other things which may help to achieve any of the above purposes.

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

Provides advice / information / advocacy

Education for retired people.

Education / training / research

Education fro retired people

Older people

Retired people

Entity Structure

4.1 The Committee may admit to membership any adult person who is not or is no longer engaged in full time employment or full-time family responsibilities. The control and management of the Society are vested in the elected Committee, which comprises the Officers (President, Treasurer) and not more than twelve other members.

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.


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.

Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2023 - - - To be filed To be filed
31/12/2022 31/12/2022 $47,998 $39,286
31/12/2021 21/12/2021 $56,272 $46,705
31/12/2020 29/12/2020 $42,755 $33,881
31/12/2019 11/12/2019 $49,093 $48,923
31/12/2018 29/12/2018 $45,303 $46,526
31/12/2017 28/12/2017 $49,631 $50,076
31/12/2016 29/01/2017 $66,122 $37,764
31/12/2015 19/09/2015 $42,715 $38,387
31/12/2014 19/09/2014 $35,120 $38,775

Officer Details


Officer Name Position Effective Date
Tricia Walbridge Secretary 6/12/2023
Philip James Harrison President 12/09/2023
John Ross Rutherford Treasurer 11/09/2020

Past Officers

Officer Name Position Past Since
Barbara Crump President 12/09/2023
Anthony James Thomson Treasurer 11/09/2020
Peter Hatfield President 17/09/2018
Gavin Mickell Treasurer 18/09/2015
Karen Palmer President 20/09/2013
Shona Spencer Treasurer 31/01/2011
Jill Waddington President 19/09/2008

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)
4/12/2023 NOC030
5/10/2023 NOC028
9/09/2021 NOC025
1/01/2021 NOC024
30/01/2020 NOC021
24/10/2019 NOC017
12/09/2018 NOC015
25/11/2016 NOC012
24/11/2016 NOC011
24/11/2016 NOC010

Charity Documents