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Charity Summary

This is the charity information for: The Lake Taupo Branch of the New Zealand Society of Genealogists.

Charity Details

Deregistration details

Legal name of the Charity:

The Lake Taupo Branch of the New Zealand Society of Genealogists

Registration number:

CC33809

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

15/08/2024

Deregistration Reason:

The charity is continuing to operate but does not want to be registered any longer

Reason why charity is no longer registered:

During the years we have been registered we have not accepted charitable donations or purchased assets . The Branch operates under $10000 per year and is not expected to grow. The only occasion each year we think of our branch as a charity is when filing the annual return.

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$3,600

Liabilities:

The Charity’s accumulated assets and income have been:

Retained as they are continuing to operate

Below are details of The Lake Taupo Branch of the New Zealand Society of Genealogists at the date of deregistration:

Legal name of the Charity:

The Lake Taupo Branch of the New Zealand Society of Genealogists

Registration number:

CC33809

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	15/08/2024	The charity is continuing to operate but does not want to be registered any longer
Registered	30/06/2008

Name change history

Name	Effective Date
The Taupo Branch of the New Zealand Society of Genealogists	30/06/2008
The Lake Taupo Branch of the New Zealand Society of Genealogists	1/10/2009

Address for service

Charity's Postal Address:

51 Chesham Avenue

Waipahihi

Taupo

3330

Charity's other details

Phone:

0274 781567

Fax:

nil

Email:

bill.marilyn@xtra.co.nz

Areas of Operation:

Waikato

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC33809

Purpose & Structure

Charitable Purpose

To provide education and resources about genealogy, family history and whakapapa for all members of our group and for the public.

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

Activities:

Provides advice / information / advocacy

Sponsors / undertakes research, Provides Library

Sectors:

Arts / culture / heritage

Education / training / research, Provision of Library

Beneficiaries:

General public

Children / young people, Older people, Family / whanau

Entity Structure

We are a Committee which is elected to speak and act on behalf of members of the Lake Taupo Branch of NZ Society of Genealogist. The Committee comprises no feweer than five memebrs which includes teh Convenor (Chairman), Secretary, Treasurer and Committee members. All Committee members must be current members of the NZSG and maintain their membership for their full term of office.

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
31/03/2024	30/09/2024	-	-	-	To be filed	To be filed
31/03/2023	30/09/2023	2/06/2023	$1,326	$1,326	Included in Annual Return
31/03/2022	30/09/2022	31/05/2022	$1,241	$910	Included in Annual Return
31/03/2021	30/09/2021	21/06/2021	$1,327	$1,089	Included in Annual Return
31/03/2020	30/09/2020	1/07/2020	$1,223	$2,040	Included in Annual Return
31/03/2019	30/09/2019	16/06/2019	$3,186	$4,504	Included in Annual Return
31/03/2018	30/09/2018	30/05/2018	$1,147	$1,096	Included in Annual Return
31/03/2017	30/09/2017	28/06/2017	$1,048	$1,405	Included in Annual Return
31/03/2016	30/09/2016	21/06/2016	$1,151	$1,759	Included in Annual Return
31/03/2015	30/09/2015	26/06/2015	$1,367	$3,819	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Carol Frances Gilbert	Committee member	29/05/2021
Leith Lewis Thomas	Committee member	4/06/2015
Marilyn Jane Collins-Dawson	Secretary	24/05/2012
Tania Adlam	Treasurer	24/05/2012
Therese Anne Foley	Committee member	24/05/2012
Joan Shepherd	Committee Member	24/10/2007

Past Officers

Officer Name	Position	Past Since
Lauren Vonda Kernohan	Committee member	31/03/2023
Sue Howard	Committee member	31/03/2018
William Morris Kerr	Committee member	12/12/2017
Diana Margaret Humm	Convenor	6/09/2017
Annette Stone	Treasurer	30/11/2014
Merle Lilian Hamilton	Committee Member	4/07/2012
Therese Anne Foley	Secretary	23/04/2009

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)
10/06/2019	NOC011
9/06/2013	AR006
28/08/2012	NOC003
19/08/2012	AR005
28/10/2009	AR002
28/10/2009	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name