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Charity Summary


Charity Details

The Mount Maunganui RSA Welfare Trust
CC32614
9429042929604
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 10266
Bayfair
Mount Maunganui
3152
541 Maunganui Road
Mount Maunganui
3116

Charity's other details

075420897
companies@accountingone.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC32614

Purpose & Structure

Charitable Purpose

The Trust's principal activity is the provision of accommodation to the elderly through property ownership and management, including the issue of occupation licenses and occupation rights agreements (referred to in the performance report as Capital Licenses). The Trust also contributes funding to organisations who dispense charity to the aged, sick or infirm and provides grants to assist with medical research and education.

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

Provides buildings / facilities / open space

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides services (e.g. care / counselling), Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Accommodation / housing

Education / training / research, Health, Social services, Arts / culture / heritage, People with disabilities, Caring for the Aged

Other (please state)

(Returned Servicemen and women and their families), Children / young people, Other charities, Older people, 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
30/06/2025 31/12/2025 29/12/2025 $398,322 $454,404 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 18/12/2024 $387,098 $370,674 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 22/12/2023 $298,220 $323,944 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 28/02/2023 1/03/2023 $626,209 $212,646 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/12/2021 $2,109,254 $224,017 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 24/12/2020 $234,832 $295,549 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 20/12/2019 $1,668,299 $198,155 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 14/01/2019 $239,893 $288,104 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 16/01/2018 $238,385 $308,173 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 31/12/2016 $1,202,585 $212,950 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Gregory Baxter Trustee 22/09/2024
David Corin Trustee 1/05/2024
Derek Williams Trustee 1/05/2024
Jillian Sheppard Trustee 1/05/2024

Past Officers

Officer Name Position Past Since
Dorothy Savage Trustee 30/09/2025
Garry Cooley Trustee 1/12/2024
Arthur King Trustee 22/09/2024
Alan Liddell Trustee 30/06/2024
Kieran Joyce Jensen Trustee 30/06/2024
Alexander Leonard Pluck Trustee 31/05/2022
Neil Bartosh Trustee 28/02/2022
John Holden Trustee 13/08/2021
William John Newell Trustee 8/11/2020
Christine Joy Grey Trustee 14/11/2018

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)
26/09/2024 NOC027
26/09/2024 NOC026
16/12/2021 NOC022
16/12/2021 NOC021
27/05/2021 NOC020
12/04/2019 NOC016
10/10/2018 NOC014
27/08/2018 NOC013
15/05/2018 NOC012
27/01/2017 NOC010

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.