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Charity Summary


Charity Details


Simplicity Foundation
CC53522
9429043293506
Registered

Registration details

2/06/2016
March 31

Name change history

Name Effective Date
Simplicity Charitable Trust 2/06/2016
Simplicity Foundation 9/07/2022

Address for service

C/-DLA Piper
PO Box 2791
Wellington
Level 4
Deloitte House, 20 Customhouse Quay
Wellington Central
Wellington
6011

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Simplicity Foundation is established to receive profits from the manager of a Kiwisaver scheme and Investment funds, and distribute those profits to charitable purposes in New Zealand.

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

Makes grants to organisations (including schools or other charities)

Fund-raising

Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
Simplicity NZ Ltd (Non-Registered Entity) N/A

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 24/09/2025 $17,373,587 $17,045,740 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 4/09/2024 $14,531,264 $13,632,564 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 2/10/2023 $12,873,797 $11,758,687 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 15/09/2022 $11,852,323 $9,833,691 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 31/10/2021 16/06/2022 $7,092,242 $6,421,256 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 31/12/2020 22/12/2020 $543,146 $504,709 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 9/07/2019 $261,638 $305,809 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 11/09/2018 $112,689 $62,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 29/08/2017 $14,870 $3,000 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details


Officers

Officer Name Position Effective Date
Anna Katherine Brealey Trustee 25/03/2024
Frank Martin Janssen Trustee 25/03/2024
Siddhartha Jagdish Mehta Trustee 25/03/2024
Amanda Lee Morrall Trustee 21/09/2021
Frances Colette Arns Trustee 21/09/2021
Marisa Fong Trustee 18/05/2017
Arthur James Kay Stubbs Trustee 4/04/2016
Rachel Stewart Taylor Trustee 4/03/2016

Past Officers

Officer Name Position Past Since
Ngapera Galvin Riley Trustee 17/12/2025
Scobie Dickinson Ward Trustee 14/08/2023
Christopher Chamberlin Trustee 9/02/2022
Peter Neilson Trustee 9/02/2022
Michelle Ann Boag Trustee 9/07/2020
Jenene Leigh Crossan Trustee 7/06/2019
Craig Paul Richardson Trustee 21/01/2019
Justine Mary Munro Trustee 5/03/2018

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)
13/01/2026 NOC024
4/07/2024 NOC021
2/07/2024 NOC020
23/02/2023 NOC018
9/07/2022 NOC016
9/07/2022 NOC015
3/10/2021 NOC013
30/09/2021 NOC011
17/04/2021 NOC010
30/01/2020 NOC008
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Charity Documents


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