Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Julia and Kylie Wadams Foundation

Registration number:

CC45964

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

4/01/2011

Balance Date:

March 31

Address for service

Charity's Postal Address:

Apartment 301

8A Lake Pupuke Drive

Takapuna

Auckland

0622

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC45964

Purpose & Structure

Charitable Purpose

The provision of grants to the following charities: (i) 20% to The Order of St John Northern Regional Trust Board (ii) 10% to the CCS Disability Action Incorporated (iii) 10% to The Presbyterian Property Trustees (iv) 10% to The Presbyterian Property Trustees for the benefit of the Birkenhead Parish (v) 10% to the National Heart Foundation of New Zealand (vi) 5% to the Prader-Willi Syndrome Association (NZ) Inc (vii) 5% to the North Shore Housing Trust Inc (vii) 5% to the Asthma and Respiratory Foundation of New Zealand (Inc) (ix) 5% to the North Shore Hospice Trust And a further 20% for the income for: Provision of grants to assist any charitable purpose including the relief of poverty or the provision of welfare assistance through donations to recognised Trusts, societies, foundations and agencies. Grants that assist any cultural, or any other purpose that is beneficial to the community or any section of it.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Health

Fund-raising, People with disabilities, Promotion of volunteering

Beneficiaries:

Other charities

Children / young people, Voluntary bodies other than charities, People with disabilities, General public, Family / whanau, Religious groups

Entity Structure

The entity is a Charitable Trust. Trust decisions are made by the Trustees.

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

31/03/2026

30/09/2026

To be filed

31/03/2025

30/09/2025

29/07/2025

31/03/2024

30/09/2024

12/08/2024

31/03/2023

30/09/2023

6/11/2023

31/03/2022

30/09/2022

22/08/2022

31/03/2021

30/09/2021

6/07/2021

31/03/2020

31/10/2020

7/10/2020

31/03/2019

30/09/2019

30/08/2019

31/03/2018

30/09/2018

24/09/2018

31/03/2017

30/09/2017

20/07/2017

Officer Details

Officers

Officer Name	Position	Effective Date
Wendell Fletcher Phillips	Trustee	4/12/2019
Barbara Florence Wadams	Trustee	13/12/2010
Peter Boyd Guise	Trustee	13/12/2010

Past Officers

Officer Name	Position	Past Since
Sharon June Norman	Trustee	13/12/2022
Brian James Joyce	Trustee	10/08/2022
Allan John Manu Wadams	Trustee	8/06/2017

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)
6/11/2023	NOC010
4/12/2019	NOC006

Charity Documents

Date Uploaded	Document Type	Reference Name