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Charity Summary

Charity Details

Wakatipu Community Foundation
C/O Deloitte 2/10

Registration details

March 31
Name change history
Name Effective Date
Queenstown Community Foundation 15/03/2018
Wakatipu Community Foundation 27/03/2018

Address for service

10 Memorial Street

Charity's other details

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Purpose & Structure

Charitable Purpose

4.1 The purposes of the Foundation are as follows: (a) To provide support, both financial and otherwise, for Community Organisations and for any Charitable Purpose. (b) To promote and encourage generosity among the people of New Zealand towards Community Organisations and any Charitable Purpose. (c) To establish and administer separate named funds within the Trust Fund in order to fulfill the wishes of individual donors who wish to support Community Organisations and any Charitable Purpose.

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

Makes grants to organisations (including schools or other charities)


General public

Entity Structure

It is to be a registered charitable trust that is set up to inspire generosity in its local area and provide ongoing support for the charities and community groups that operate there. It facilitates this by encouraging the establishment of “named endowment funds”.

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.

Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2023 29/09/2023 $731,092 $707,235
30/09/2022 30/09/2022 $632,459 $335,262
28/02/2022 28/02/2022 $1,377,147 $738,277
31/10/2020 29/10/2020 $381,677 $112,095
31/10/2019 29/10/2019 $77,511 $19,245
30/09/2018 30/09/2018 $30,000 $60

Officer Details


Officer Name Position Effective Date
Paul Rea Trustee 12/04/2023
Stephen Brent Trustee 9/11/2022
Joan Kiernan Trustee 9/03/2022
Michael Walker Trustee 21/07/2021
Kristen Charlotte Holtzman Trustee 12/02/2020
Jennifer Belmont Trustee 6/11/2017
Raymond Key Trustee 6/11/2017

Past Officers

Officer Name Position Past Since
Ron Mackersy Trustee 8/03/2023
Andrew Davis Trustee 9/11/2022
Jonathan Gurnsey Trustee 9/11/2022
Simon Green Trustee 9/03/2022
Victoria Onion Trustee 10/04/2019
Stephen Ross Brent Trustee 4/05/2018
Ann Lockhart Trustee 15/12/2000

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)
11/11/2022 NOC016
1/03/2022 NOC014
25/08/2021 NOC012
18/05/2020 NOC010
18/04/2019 NOC008
18/04/2019 NOC007
21/05/2018 NOC005
21/05/2018 NOC004
27/03/2018 NOC001

Charity Documents