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Charity Summary

Charity Details

Legal name of the Charity:

The Waterloo Foundation ("Trust")

Registration number:

CC55199

NZBN number:

9429046217899

Current Status:

Registered

Registration details

Date of Registration:

17/08/2017

Balance Date:

March 31

Address for service

Charity's Postal Address:

18 Taurarua Terrace

Parnell

Auckland

1052

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC55199

Purpose & Structure

Charitable Purpose

Our purposes are: (a) the advancement of education in the arts (b) the advancement of eduction in medicine and health sciences

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

Activities:

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities), Sponsors / undertakes research

Sectors:

Education / training / research

Arts / culture / heritage

Beneficiaries:

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
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	Processing	$431,113	$678,167	Included in Annual Return
31/03/2024	30/09/2024	13/09/2024	$272,457	$63,064	Included in Annual Return
31/03/2023	30/09/2023	28/09/2023	$154,204	$144,058	Included in Annual Return
31/03/2022	30/09/2022	29/09/2022	$49,138	$62,900	Included in Annual Return
31/03/2021	30/09/2021	30/09/2021	$14,170	$5,391	Included in Annual Return
31/03/2020	30/09/2020	11/09/2020	$16,205	$1,713	Included in Annual Return
31/03/2019	30/09/2019	25/09/2019	$16,601	$4,282	Included in Annual Return
31/03/2018	30/09/2018	11/09/2018	$8,283	$1,484	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Kriselle Baker	Chairperson	17/08/2017
Richard George Douglas	Trustee	17/08/2017
Georgina Toni Cook	Trustee	27/06/2017

Charity Updates

There are no public Update Details change records for this charity.

Charity Documents

Date Uploaded	Document Type	Reference Name