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Charity Summary

This is the charity information for: The Wallace Foundation.

Charity Details

Deregistration details

Legal name of the Charity:

The Wallace Foundation

Registration number:

CC46691

NZBN number:

9429043223671

Current Status:

Deregistered

Deregistration Date Requested:

25/11/2024

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$214

Liabilities:

The Charity’s accumulated assets and income have been:

Distributed to another registered Charity or Charities

Charity/Charities:
- The Arts House Foundation

Below are details of The Wallace Foundation at the date of deregistration:

Legal name of the Charity:

The Wallace Foundation

Registration number:

CC46691

NZBN number:

9429043223671

Current Status:

Deregistered

Registration details

Date of Registration:

15/06/2011

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	25/11/2024	The charity is closing down permanently or has closed down (winding up)
Registered	15/06/2011

Address for service

Charity's Postal Address:

PO Box 24657

Royal Oak

Auckland

1345

Charity's other details

Phone:

021-2061198

Email:

finance@independentartstrust.org.nz

Website:

https://www.wallaceartstrust.org.nz/wallace-foundation

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC46691

Purpose & Structure

Charitable Purpose

The fostering maintenance, promotion and advancement of education of New Zealand artists and New Zealand people generally in the creative arts and the maintenance and funding of the James Wallace arts trust.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Acts as an umbrella / resource body

Sectors:

Arts / culture / heritage

Education / training / research, Fund-raising

Beneficiaries:

Other charities

Children / young people, General public

Entity Structure

Incorporated Society and Registered Charity.

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
31/03/2024	30/09/2024	-	-	-	To be filed	To be filed
31/03/2023	30/09/2023	6/10/2023	$1,387,139	$4,056,131	Included in Annual Return
31/03/2022	30/09/2022	22/08/2022	$688,052	$1,499,051	Included in Annual Return
31/03/2021	30/09/2021	12/08/2021	$1,832,510	$1,299,271	Included in Annual Return
31/03/2020	30/09/2020	3/09/2020	$1,567,311	$1,499,185	Included in Annual Return
31/03/2019	31/10/2019	6/03/2020	$1,115,570	$1,614,478	Included in Annual Return
31/03/2018	30/09/2018	20/02/2019	$1,067,260	$1,164,500	Included in Annual Return
31/03/2017	30/09/2017	15/01/2018	$1,456,409	$1,167,408	Included in Annual Return
31/03/2016	30/09/2016	16/03/2017	$1,306,670	$1,053,235	Included in Annual Return
31/03/2015	30/09/2015	24/11/2015	$1,308,645	$1,034,194	Included in Annual Return
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Officer Details

Officers

Officer Name	Position	Effective Date
Perpetual Trust Limited	Co-Trustee	3/08/2021
Andrew Michael Busford Green	Trustee	13/04/2021
Graeme Cavanagh	Trustee	5/03/2015

Past Officers

Officer Name	Position	Past Since
Aiden Tapping	Trustee	16/11/2021
Timothy Eric Zonneveld	Trustee	17/09/2021
Phillip James Grey	Trustee	16/06/2021
James Hay Wallace	Trustee	13/04/2021
Paul Norton Ridley-Smith	Trustee	13/04/2021
Emily Morrow	Trustee	21/06/2016

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)
13/03/2024	NOC022
8/03/2022	NOC019
20/10/2021	NOC018
20/09/2021	NOC017
17/06/2021	NOC015
13/04/2021	NOC014
29/08/2018	NOC010
2/07/2018	NOC009
28/11/2017	NOC006
29/06/2016	NOC004
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Charity Documents

Date Uploaded	Document Type	Reference Name