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Charity Summary


Charity Details


The Whittaker Trust
CC36453
9429043107926
Registered

Registration details

5/01/2009
March 31

Name change history

Name Effective Date
Naked Possum Community Charitable Trust 5/01/2009
The Whittaker Trust 12/08/2012

Address for service

457 Hamama Road
RD 1
Takaka
7183

Charity's other details

03 5259178


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To provide funds for the health, well being, comfort and care of the sick and elderly of Golden Bay.

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

Other (please state)

(To improve the health and well being, comfort and care, of the sick and elderly of the Golden Bay Community.)

Health

Social services, People with disabilities, care of sick and elderly

Other (please state)

(sick and elderly), 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.

Exemptions

The first annual return due on the 30/09/2009 will cover less than six months after the charity is registered. For this reason the charity should be granted an exemption to filling their first annual return under s41 (1), and the first annual return will be due by the 30/09/2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 6/07/2026 $18,843 $17,818 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 9/07/2025 $25,100 $33,368 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 10/07/2024 $23,612 $16,410 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 23/06/2023 $10,695 $6,209 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 16/07/2022 $7,654 $6,379 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 29/06/2021 $10,560 $15,201 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 26/06/2020 $14,709 $16,463 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 10/07/2019 $16,548 $17,459 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 10/07/2019 $15,115 $10,913 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 17/07/2017 $14,739 $13,366 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Trudy May Page Trustee 30/06/2019
Jaine Lindsay Trustee - Secretary 28/08/2016
Karen Campbell Chairperson/Trustee 1/12/2014
Sheryl Nalder Trustee 7/07/2013

Past Officers

Officer Name Position Past Since
Belinda Jane Barnes Trustee 25/07/2018
Sara Chapman Trustee 25/07/2018
Neil Batten Trustee - Treasurer 2/11/2016
Paula Miles Treasurer- Trustee 31/08/2016
Jonathan Hugh Bailey Trustee 9/08/2015
Violet Thelning Trustee 5/04/2014
Elizabeth Ann Warren Trustee 24/11/2012
Devon William Mclean Trustee 4/09/2012
Rosemary Kate Gregory Trustee 21/05/2012
Ian Grant Fitz - William Trustee 8/07/2011
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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)
14/06/2018 NOC020
2/09/2016 NOC017
31/08/2016 NOC016
31/08/2016 NOC015
25/08/2016 NOC014
9/08/2015 NOC013
28/03/2015 NOC012
28/03/2015 NOC011
3/09/2013 AR005
28/11/2012 NOC008
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.