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Charity Summary


Charity Details

The Waitaki Valley Health Trust
CC51450
9429043043422
Registered

Registration details

9/02/2015
March 31

Name change history

Name Effective Date
The Waitaki Valley Medical Trust 9/02/2015
The Waitaki Valley Health Trust 30/10/2023

Address for service

Findex Oamaru
C/- Findex Mail Centre
Private Bag 90106 Invercargill
Oamaru
9840
1 Coquet Street
Oamaru
9400

Charity's other details

034330158
oamaru@findex.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC51450

Purpose & Structure

Charitable Purpose

`To provide the highest quality medical and emergency care to our community and surrounding districts. Hold shares in Waitaki Valley Medical Ltd and provide housing for medical staff

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

Provides services (e.g. care / counselling)

Health

General public

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
Waitaki Valley Health Ltd CC44655

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 To be filed
31/03/2025 30/09/2025 25/08/2025 $68,933 $17,742 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 23/09/2024 $61,783 $12,103 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 29/09/2023 $40,704 $12,060 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 29/09/2023 $28,738 $10,259 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 23/09/2021 $73,825 $23,952 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 27/11/2020 $74,906 $25,046 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 5/11/2019 $31,530 $20,542 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 31/10/2018 18/12/2018 $100,718 $13,230 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 26/10/2017 $14,847 $9,935 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Alan Charles Pont Trustee 21/02/2024
Juliet Emily Gray Trustee 21/02/2024
Kate Louise Gibbon Trustee 2/10/2023
James William Jerram Trustee 13/10/2020
Murray Maxwell Croft Trustee 13/10/2020
Alison Lindsay Grant Trustee 21/08/2012

Past Officers

Officer Name Position Past Since
Claire Helen Smith Trustee 16/09/2025
John Robert Sturgeon Trustee 31/01/2025
Christine Logan Bishop Trustee 16/09/2023
Claire Helen Smith Trustee 13/10/2020
John Abelen Chairman 13/10/2020
Murray Bernard Turner Trustee 14/08/2019
Suzanna Mcillraith Trustee 14/08/2019
Kathryn Mary-Jane Pavletich Trustee 1/08/2018
Sarah Jamieson Trustee 1/08/2018
Joy Anne Gard Trustee 21/08/2015

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)
28/10/2025 NOC027
12/02/2025 NOC025
4/03/2024 NOC023
21/02/2024 NOC022
6/12/2023 NOC021
30/10/2023 NOC019
24/10/2023 NOC018
29/09/2023 NOC017
21/12/2020 NOC012
26/11/2019 NOC010

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.