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Charity Summary

This is the charity information for: Graham And Olive West Charitable Trust.

Charity Details

Deregistration details

Legal name of the Charity:

Graham And Olive West Charitable Trust

Registration number:

CC47202

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

01/07/2025

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:

Liabilities:

Below are details of Graham And Olive West Charitable Trust at the date of deregistration:

Legal name of the Charity:

Graham And Olive West Charitable Trust

Registration number:

CC47202

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

8/08/2011

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	1/07/2025	The charity is closing down permanently or has closed down (winding up)
Registered	8/08/2011

Address for service

Charity's Postal Address:

PO Box 104

Wanaka

9343

Charity's Street Address:

C/- Findex

21 Brownston Street P O Box 104

Wanaka

9305

Charity's other details

Phone:

03 443 0086

Fax:

03 449 7342

Email:

alistair.king@findex.co.nz

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC47202

Purpose & Structure

Charitable Purpose

The Trust was established to distribute funds for charitable purposes for the benefit of the Wanaka Township and Upper Clutha area.

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

Education / training / research, Community development, Emergency / disaster relief, Social services, Religious activities, Arts / culture / heritage, Sport / recreation, People with disabilities

Beneficiaries:

Other charities

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

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
30/06/2025	31/12/2025	24/11/2025	$4,033	$84,362	Included in Annual Return
30/06/2024	31/12/2024	13/02/2025	$9,149	$95,930	Included in Annual Return
30/06/2023	31/12/2023	22/01/2024	$8,311	$91,992	Included in Annual Return
30/06/2022	31/12/2022	1/02/2023	$10,079	$89,162	Included in Annual Return
30/06/2021	31/12/2021	20/01/2022	$15,659	$66,184	Included in Annual Return
30/06/2020	31/12/2020	20/01/2022	$61,761	$65,753	Included in Annual Return
30/06/2019	31/12/2019	12/01/2020	$33,916	$110,594	Included in Annual Return
30/06/2018	31/12/2018	21/01/2019	$22,924	$101,554	Included in Annual Return
30/06/2017	31/12/2017	16/01/2018	$22,599	$81,288	Included in Annual Return
30/06/2016	31/12/2016	14/06/2017	$69,927	$145,297	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Simon Antony Telfer	Trustee	16/01/2023
Joanne Marie O'Neill	Trustee	31/03/2020
Janice Margaret Hughes	Trustee	8/08/2011
Alistair King	Trustee	22/07/2011
Russell David Umbers	Trustee	22/07/2011

Past Officers

Officer Name	Position	Past Since
Barry William Bruce	Trustee	16/01/2023
Joanne Marie Rowe	Trustee	31/03/2020
Michael James Parker	Trustee	31/03/2020
Ross William McRobie	Trustee	31/03/2020
Gillian Hillary Bremner	Trustee	5/03/2018
Lyal Cocks	Trustee	29/11/2016

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)
13/02/2023	NOC013
9/02/2023	NOC011
22/10/2020	NOC007
12/04/2018	NOC004
11/03/2014	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name