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Charity Summary


Charity Details


Rotorua Montessori Primary Trust
CC44487
9429042974246
Registered

Registration details

22/06/2010
December 31

Address for service

16 Ashley Street
Glenholme
Rotorua
3010

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Charitable purpose of the Trust is education. The Principle Objectives of the Trust are: 1. To promote the establishment of Montessori primary classes in schools to meet the demand. 2. To assist schools establish and maintain the character of Montessori primary classes. 3. To advise schools on the selection processes for Montessori classes. 4. To donate, loan or otherwise supply Montessori equipment to schools with Montessori classes. 5. To support Montessori training of New Zealand registered Teachers for Montessori primary classes and to provide other   support and assistance consistent with this charitable purpose. The Statement of Purpose of the Trust is to provide and promote an education, inspired by the Montessori philosophy which nurtures in the child a life long love of learning through self discovery.

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

Provides services (e.g. care / counselling)

Provides human resources (e.g. staff / volunteers)

Education / training / research

Children / young people

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
31/12/2024 30/06/2025 26/05/2025 $12,543 $29,692 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 15/04/2025 $21,617 $28,185 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 4/07/2023 $26,283 $32,300 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 10/07/2022 $26,501 $29,808 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 30/06/2021 $24,279 $31,304 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 29/06/2020 $28,877 $32,542 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 27/01/2020 $28,168 $31,267 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 14/01/2020 $31,232 $28,329 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 27/03/2018 $32,357 $32,080 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2015 30/06/2016 27/07/2016 $31,318 $11,995 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Chris Jane Broadbent Trustee 24/02/2026
Lynda Maree de Silva Trustee 16/02/2026
Rebecca Takumanawa Sansom Trustee/Secretary 1/10/2024
Ashleigh Jane Morris Trustee 16/09/2024
Philippa Jane Miller Treasurer 1/09/2024

Past Officers

Officer Name Position Past Since
Marieke Esendam Trustee/Chairperson 30/11/2025
Andrew Gordon Dunningham Trustee 12/05/2025
Richard Collins Trustee 30/09/2024
Andrew Gordon Dunningham Chair 6/09/2024
Megan Elisabeth Romanes Trustee 31/08/2024
Karen Louise Ngata Trustee 5/04/2024
Rachel Marie Collins Trustee 5/03/2021
Kristy Jay Mayes Trustee 30/06/2020
Nui Mahrio Wally Hunuki Trustee 30/06/2020
Sally Rebecca Binks Trustee 7/02/2020
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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)
16/02/2026 NOC030
12/05/2021 NOC023
8/04/2021 NOC022
7/02/2020 NOC020
7/11/2018 NOC017
13/05/2018 NOC016
13/05/2018 NOC015
13/05/2018 NOC014
13/05/2018 NOC013
13/05/2018 NOC012
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.