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Charity Summary

This is the charity information for: The Oamaru Local Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The Oamaru Local Trust

Registration number:

CC55784

NZBN number:

9429046830623

Current Status:

Deregistered

Deregistration Date Requested:

03/11/2025

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of The Oamaru Local Trust at the date of deregistration:

Legal name of the Charity:

The Oamaru Local Trust

Registration number:

CC55784

NZBN number:

9429046830623

Current Status:

Deregistered

Registration details

Date of Registration:

18/06/2018

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	3/11/2025	The charity is closing down permanently or has closed down (winding up)
Registered	18/06/2018

Address for service

Charity's Postal Address:

PO Box 10

Oamaru

9444

Charity's Street Address:

20 Eden Street

Oamaru 9400

Oamaru

9400

Charity's other details

Phone:

03 433 0007

Fax:

03 434 7119

Email:

gmunro@berryco.co.nz

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC55784

Purpose & Structure

Charitable Purpose

Establishing, raising, maintaining, and distributing funds to health and wellbeing charitable organisations predominately within the Waitaki Region including but limited to Otago Community Hospice, Otago/Southland Division Cancer Society and Cancer Research Trust.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Fund-raising

Health

Beneficiaries:

Other charities

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
31/03/2025	30/09/2025	21/11/2025	$0	$0	Included in Annual Return
31/03/2024	30/09/2024	14/11/2024	$0	$0	Included in Annual Return
31/03/2023	30/09/2023	9/10/2023	$0	$23	Included in Annual Return
31/03/2022	30/09/2022	7/04/2022	$0	$0	Included in Annual Return
31/03/2021	30/09/2021	11/05/2021	$0	$0	Included in Annual Return
31/03/2020	30/09/2020	18/03/2021	$0	$0	Included in Annual Return
31/03/2019	30/11/2019	3/03/2021	$160,802	$158,264	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Sally-Ann Donnelly	Settlor/Trustee	18/06/2018
Grant William Munro	Trustee	28/05/2018
Rihi Akima Puhi Salter	Trustee	28/05/2018
Stephen Wayne Clark	Trustee	28/05/2018

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)
9/10/2023	NOC006

Charity Documents

Date Uploaded	Document Type	Reference Name