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Charity Summary


Charity Details


WAI Wanaka
CC53728
9429046738073
Registered

Registration details

12/09/2016
June 30

Name change history

Name Effective Date
Lake Wanaka Trust 12/09/2016
Upper Clutha Lakes Trust Board 15/05/2018
WAI Wanaka 17/11/2020

Address for service

185 Riverbank Road
RD 2
Wanaka
9382

Charity's other details

021474849
-
@WAIWanaka
Instagram@waiwanaka


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

Purpose: Accelerating community action for fresh water WAI Wānaka is a community organisation dedicated to our vision of healthy ecosystems and community wellbeing for future generations. Research, science, education, collaboration and community action underpin our work. Our team are on the ground, working with individuals, urban action groups, rural catchment groups, landowners, councils, businesses, visitors, community groups, schools and pre-schools to improve ecosystem health, reverse biodiversity loss and keep our water healthy. Ultimately our end game is behaviour and systems change – altering the current trajectory with respect to environmental outcomes for our fresh water. We achieve our vision by; • Engaging, enabling and empowering communities for action to best serve the environment, • Ensuring that core research and monitoring are in place to support long-term freshwater management decisions, and • Successfully partnering to accelerate enduring environmental solutions.

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

Acts as an umbrella / resource body

Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides advice / information / advocacy

Environment / conservation

General public

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
30/06/2026 31/12/2026 - - - To be filed To be filed
30/06/2025 31/12/2025 16/12/2025 $956,847 $1,149,679 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 11/12/2024 $1,854,876 $1,715,142 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 22/12/2023 $2,348,363 $2,143,085 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 22/12/2022 $1,791,104 $1,718,190 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 18/10/2021 $1,303,067 $1,221,624 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 2/11/2020 $246,101 $325,407 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 19/12/2019 $365,956 $249,426 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 24/09/2018 $17,676 $2,134 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 22/09/2017 $2,071 $104 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This Annual Return will cover 15 months from 1 April 2018 to 30 June 2019.

Officer Details


Officers

Officer Name Position Effective Date
Stephen Stuart Trustee 7/07/2025
Richard Burdon Trustee 25/03/2025
Emily Walker Trustee 20/01/2025
Sarah Taylor Secretary 24/07/2024
Julie May Perry Trustee 1/07/2024
John David Rodwell Chair 15/12/2023
Svea Mara Wolkenhauer Trustee 15/12/2023
Donald Allan Robertson Trustee 14/06/2016

Past Officers

Officer Name Position Past Since
Kate Louise Scott Trustee 3/12/2024
Catherine Dillon Secretary 24/07/2024
Katie Hart Trustee 28/05/2024
Jeffrey William Donaldson Trustee 31/01/2024
Amanda Jane Batchelor Bell Chair 17/11/2023
Calum Lewis Macleod Trustee 20/10/2023
Peter Anthony Treacy Trustee 27/08/2023
Julie May Perry Treasurer 31/07/2023
Joanne Maree Appleyard Trustee 13/10/2022
Storm Anna McVay Trustee 20/01/2021
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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)
8/08/2025 NOC030
3/07/2024 NOC028
17/11/2023 NOC026
31/10/2023 NOC025
26/05/2023 NOC024
25/05/2023 NOC022
25/11/2022 NOC020
28/10/2022 NOC019
14/04/2022 NOC018
24/05/2021 NOC016
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.