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Charity Summary


Charity Details

Heartland Trust
CC30462
9429043060610
Registered

Registration details

30/06/2008
June 30

Name change history

Name Effective Date
Southern Cross Building Society Charitable Trust 30/06/2008
Heartland Trust 29/07/2011

Address for service

PO Box 9919
Newmarket
Auckland
1149
35 Teed Street
Newmarket
Newmarket
Auckland
1023

Charity's other details

sponsorships@heartland.co.nz
https://www.heartland.co.nz/about-us/sponsorship


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC30462

Purpose & Structure

Charitable Purpose

The Heartland Trust supports worthwhile causes that make a positive difference in the communities in which we operate. Being positive caring members of our communities is an important part of who we are.

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

Community development

Accommodation / housing, Education / training / research, Health, Social services, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Fund-raising, People with disabilities, Promotion of volunteering

Children / young people

Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities, General public, Medical Reseach

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.

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 Annual Return Summary
30/06/2025 31/12/2025 19/11/2025 $351,299 $1,708,227 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 2/12/2024 $701,377 $5,391,309 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 1/12/2023 $738,040 $2,029,552 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 14/12/2022 $815,449 $1,667,393 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 17/12/2021 $5,865,977 $456,548 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 18/12/2020 $718,227 $331,012 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 12/02/2020 $595,933 $947,618 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 1/03/2019 $611,192 $877,055 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 11/12/2017 $4,179,942 $286,637 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 6/12/2016 $667,533 $280,677 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Bruce Robertson Irvine Trustee 29/07/2011
Edward John Harvey Trustee 29/07/2011
Graham Russell Kennedy Trustee 29/07/2011
Christopher Robert Mace Trustee 28/06/2007

Past Officers

Officer Name Position Past Since
Geoffrey Thomas Ricketts Trustee 10/03/2023
Mark Theodore Bellas Trustee 27/08/2019
Anthony Donald Beasley Trustee 17/12/2010
Don James Turkington Trustee 17/12/2010
Noel Barclay Trustee 17/12/2010
Robert Leslie Smith Trustee 17/12/2010
Gavin Ronald Walker Trustee 16/12/2009

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)
13/03/2023 NOC020
18/12/2020 NOC016
1/08/2018 NOC010
13/10/2011 AR004
20/09/2010 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.