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Charity Summary


Charity Details


Heritage Incorporated
CC42947
9429042636441
Registered

Registration details

25/11/2009
September 30

Address for service

PO Box 17215
Karori
Wellington
6147
Level 1
65-69 Abel Smith Street
C B D
Wellington

Charity's other details

027 283 6016
Heritage Inc


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To provide grants to descendants of past and present New Zealand Servicemen and women in any of the armed forces, to assist with their education or, in exceptional cases, assist with managing their health conditions, including respite care. Pastoral care is provided to some parents and recipients.

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

Makes grants / loans to individuals

Education / training / research

Health

Children / young people

People with disabilities, Tertiary Students

Legal Structure

Incorporated Society

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
30/09/2025 31/03/2026 5/03/2026 $135,185 $77,175 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 7/04/2025 7/04/2025 $240,076 $78,550 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 31/03/2024 28/03/2024 $58,669 $60,578 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 4/04/2023 6/04/2023 $53,689 $50,355 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 15/03/2022 $80,216 $81,429 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 31/03/2021 $68,014 $63,930 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 26/03/2020 $95,960 $84,785 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 26/03/2019 $82,041 $66,347 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 27/03/2018 $122,990 $123,824 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 4/10/2017 $64,386 $61,342 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Claire Jane Newman Executive Member 20/02/2026
Wayne Thomson Executive Member 20/02/2026
Cailleen Eleanor Trengrove Executive Member 1/12/2025
Keith George Newman Executive Member 1/12/2025
Maureen Patricia Heffernan Executive Member 1/12/2025
Karen Clarke Executive Member 28/11/2018
Mike O'connor Executive Member 28/11/2011
Austin John Forbes Council & executive member 1/07/2010
Barry Meikle Executive Member 2/12/2008
Mike O' Connor Executive Member 2/12/2008
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Past Officers

Officer Name Position Past Since
Colin Joseph Krivan Executive Member 7/10/2024
BJ Clark Executive Member 28/11/2022
Danny Nelson Executive Member 28/11/2022
Roger Minson Council Member 10/01/2017
Don Mciver Trustee 1/10/2016
Larry Maxwell Boyle Council Member 1/04/2012
Robin Klitscher Executive Member 1/04/2012

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)
27/01/2026 NOC013
11/03/2013 AR004
13/03/2012 AR003
15/03/2011 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.