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Charity Summary


Charity Details

BayTrust Charities Limited
CC56799
9429047522657
Registered

Registration details

25/06/2019
March 31

Address for service

752 Cameron Road
Tauranga South
Tauranga
3112

Charity's other details

075786546
info@baytrust.org.nz
https://www.baytrust.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC56799

Purpose & Structure

Charitable Purpose

The company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, particularly investments in commercial properties.

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

Provides other finance (e.g. investment funds)

Makes grants to organisations (including schools or other charities), Provides services (e.g. care / counselling)

Social services

Accommodation / housing, Education / training / research, Health, Environment / conservation, Community development, Employment, Arts / culture / heritage, Sport / recreation, Economic development, People with disabilities

Other charities

Children / young people, Voluntary bodies other than charities, Older people, People with disabilities, General public, Family / whanau, Migrants / refugees

Entity Structure

100% owned by Bay of Plenty Community Trust Inc - a Charitable Trust operating under the Community Trusts Act 1999. Community Trusts purposes are deemed to be charitable, BayTrust is not a registered charity with the Charities Commission as we are a Community Trust.

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 28/08/2025 $187,413 $254,878 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 22/08/2024 $173,904 $602,574 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 31/07/2023 $0 $597,359 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 1/08/2022 $835,573 $252,416 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 3/08/2021 $931,794 $258,127 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 25/08/2020 $17,691 $162,485 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Paul Thomas Sands Director 29/01/2026
Danielle Louise Auld Director 20/01/2025
Nicola Helen de Latour Director 20/01/2025
Roseanna Aroha Hiha Director 20/01/2025
Tania Frances Cutfield Director 20/01/2025
Te Aorangi Murphy-Fell Director 16/08/2021
Tane Phillips Director 7/09/2020
Elizabeth Harris Director 1/07/2019
Gary Smith Director 1/07/2019
Mawera Karetai Director 1/07/2019

Past Officers

Officer Name Position Past Since
Rita Nabney Director 30/01/2026
Sara Carley Director 20/01/2025
Roger Taylor Director 1/05/2023
Kristen Joiner Director 31/12/2021
Simon Clarke Director 31/12/2021
Margaret Bentley Director 31/01/2021
Michael Christensen Director 6/09/2020
Nigel McAdie Director 6/07/2020

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)
29/01/2026 NOC014
5/02/2025 NOC012
4/05/2023 NOC009
12/01/2022 NOC007
13/10/2021 NOC006
22/02/2021 NOC004
7/09/2020 NOC003
9/07/2019 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.