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Charity Summary


Charity Details

The Rotary Club Of Milton Charitable Trust
CC40942
9429042853121
Registered

Registration details

30/06/2008
June 30

Address for service

Co Sumpter Moore
P O Box 16
Eden Street
Milton
9022

Charity's other details

03 4177512
fourbears@yrless.co.nz

Asia

Sri Lanka


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC40942

Purpose & Structure

Charitable Purpose

The trust seeks to advance the local community, and provides some national assistance. It provides grants to organisations and individuals in the Milton area, as well as special projects overseas (via other Rotary Clubs).

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, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space, Youth Activities

Education / training / research

Health, Environment / conservation, Community development, Emergency / disaster relief, Social services, Arts / culture / heritage, Sport / recreation, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Children / young people

Other charities, Voluntary bodies other than charities, Older people, People with disabilities, People of a certain ethnic / racial origin, 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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 29/10/2025 $99,081 $110,061 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 3/02/2025 $91,956 $26,535 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 1/02/2024 $66,542 $92,954 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 23/02/2023 $65,164 $34,158 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 22/12/2021 $60,580 $53,668 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 16/12/2020 $50,993 $68,837 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 16/12/2019 $72,334 $56,975 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 20/12/2018 $63,734 $58,877 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 20/12/2017 $61,321 $47,685 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 20/12/2016 $50,611 $52,061 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Colin Calteaux Trustee 23/02/2023
Ross Pringle Trustee 23/02/2023
Stephen Woodhead Trustee 1/07/2020
Kerry Moran Dowling Secretary 30/06/2018
James Daniel Murdoch Trustee 19/12/2016
Janine Marie Dunlop Trustee 19/12/2016
Suzanne Beverly Bearman Treasurer 1/07/2016

Past Officers

Officer Name Position Past Since
Glenis Anne Sim Trustee 30/06/2021
Jacqueline Anne Muir Trustee 30/06/2021
Steven Bruce McLay Trustee 30/06/2021
Albert John Taal Trustee 1/06/2021
John Micheal Morrissey Trustee 30/06/2019
Susie Bearman Treasurer 28/06/2019
Brendon Bearman Treasurer 30/06/2018
Jennifer Scott Trustee 30/06/2018
Robert John Wilton Secretary 30/06/2018
David John Vollweiler Treasurer 23/06/2016

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)
22/07/2019 NOC011
21/07/2019 NOC010
19/12/2013 NOC006
29/11/2012 AR005
4/09/2012 NOC001
8/03/2012 AR004
11/05/2011 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.