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Charity Summary


Charity Details

Sustainable Initiatives Aotearoa
Mindful Money
CC51919
9429047358836
Registered

Registration details

10/06/2015
March 31

Address for service

PO Box 513
Oneroa
Waiheke Island
1840
29 Great Barrier Road
Oneroa
Waiheke Island
1081

Charity's other details

021 365165
barry@mindfulmoney.nz
http://www.mindfulmoney.nz
https://www.facebook.com/MindfulMoneyMovementNZ
@mindfulmoneyNZ


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC51919

Purpose & Structure

Charitable Purpose

Purposes: 1. To strengthen ecological sustainability and improvement of the environment through public education on the importance of the environment and the actions necessary for its conservation. 2. To improve the standard of living and opportunities for low income and vulnerable groups, through public education on the importance of addressing poverty reduction and improving social well-being, and the actions necessary. 3. To undertake research, hold meetings, publish materials, publicise the work of the Trust, undertake outreach and perform other activities in fulfilment of the above objectives. Sustainable Initiatives Aotearoa has a focus on educating and engaging the public on how their actions as ethical investors can improve ecological and social conditions. Research has shown this to be one of the most powerful ways that individuals can improve sustainability.

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

Provides advice / information / advocacy

Makes grants to organisations (including schools or other charities), Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers), Educates/ Supports

Education / training / research

Environment / conservation, Community development, International activities, Economic development, Fund-raising

General public

Children / young people, Other charities, Voluntary bodies other than charities, Environment

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 29/09/2025 $357,673 $317,029 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 30/09/2024 $309,477 $403,122 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 29/09/2023 $369,999 $416,327 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 30/09/2022 $266,756 $184,796 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 29/09/2021 $143,652 $128,851 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 28/09/2020 $60,201 $102,902 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 30/09/2019 $35,000 $34,908 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 18/05/2018 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 27/09/2017 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Rachel Jane Brown Board member 22/10/2025
Catriona Jane Vennell Co-CEO 1/01/2024
David Wayne Tikao Board member 1/01/2024
Robert Barry Hobson Coates Co-CEO 1/01/2022
Paul Robin Richardson Chair 15/12/2020
Bridget Mary Coates Board member 20/02/2019

Past Officers

Officer Name Position Past Since
Graeme Hampton Clark Board member 5/12/2025
Angela Spain Board member 5/11/2024
Kate Vennell Deputy Chair and Treasurer 31/03/2024
Jonathan Haydn Staples Board member 9/02/2024
Lawrence Alan Mead Treasurer 5/05/2020
Rosalind Frances David Deputy Chair 20/02/2019

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)
10/12/2025 NOC027
13/11/2025 NOC026
4/03/2025 NOC024
25/11/2024 NOC023
13/05/2024 NOC021
19/02/2024 NOC020
18/01/2024 NOC019
1/08/2023 NOC017
15/10/2021 NOC015
7/07/2021 NOC013

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.