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Charity Summary


Charity Details


Southland Warm Homes Trust
CC32750
9429043091775
Registered

Registration details

16/09/2008
June 30

Address for service

PO Box 1642
Invercargill
9840
251 Racecourse Road
Waverley
Invercargill
9810

Charity's other details

03 211 1899
03 211 1880


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To provide energy assessments, insulation and energy efficient heating appliances to Southland households.

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

Makes grants / loans to individuals

Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides advice / information / advocacy

Other (please state)

(Energy efficiency), Education / training / research, Health, Environment / conservation, Community development, Fund-raising

General public

Children / young people, Older people, Family / whanau

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 23/12/2025 $499,479 $354,197 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 19/01/2025 $711,749 $822,002 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 22/12/2023 $370,096 $661,718 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 22/12/2022 $2,054,444 $2,283,036 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 10/01/2022 $2,139,813 $1,984,999 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 11/12/2020 $1,908,298 $1,895,754 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 5/12/2019 $1,950,026 $1,959,608 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 18/12/2018 $1,216,761 $1,065,171 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 8/12/2017 $901,251 $672,863 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 23/02/2017 $1,075,529 $1,024,986 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Donna Lisa Bruce Trustee 13/03/2026
Lisa Essetera Tou-McNaughton Trustee 13/03/2026
Stephen Edward Canny Trustee 29/11/2022
Carl Thomas Findlater Trustee 2/09/2015

Past Officers

Officer Name Position Past Since
Keith James Hovell Trustee 13/03/2026
Lesley Frances Soper Trustee 13/03/2026
Brett Richard Highsted Trustee 19/04/2023
Jim Hargest Trustee 29/11/2022
Karen Frances Arnold Trustee 13/03/2019
Neil Douglas Boniface Trustee 1/12/2016
Anne Stewart Gover Trustee 10/11/2016
Graham John Sycamore Trustee 31/08/2015
Tracy Hicks Trustee 1/03/2011
Vaughan Walter Templeton Trustee 1/07/2010

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)
12/03/2026 NOC025
9/06/2023 NOC021
9/06/2023 NOC020
30/11/2022 NOC018
28/06/2019 NOC013
27/07/2016 NOC008
27/07/2016 NOC007
18/11/2015 NOC006
12/02/2013 NOC003
22/06/2011 NOC002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.