Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

South Waikato Investment Fund

Other Name (inc Trading Name):

South Waikato Investment Fund Trust (SWIFT)

Registration number:

CC63645

NZBN number:

9429043279821

Current Status:

Registered

Registration details

Date of Registration:

27/11/2024

Balance Date:

December 31

Address for service

Charity's Postal Address:

Pūkenga Rau, Level 1, 34 Chambers Street

Tokoroa

3420

Charity's other details

Website:

https://www.swift.org.nz/

Areas of Operation:

Waikato

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC63645

Purpose & Structure

Charitable Purpose

SWIF was established and is currently being administered for the purpose of promoting and supporting the regeneration, development and enhancement of areas of social and economic deprivation within the South Waikato District, on an ongoing and enduring basis, for the benefit of the people and communities of the South Waikato District.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides advice / information / advocacy, Provides funding economic and education to regenerate South Waikato

Sectors:

Community development

Education / training / research, Economic development

Beneficiaries:

Other (please state)

(The people and communities of the South Waikato District)

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
31/12/2025	30/06/2026	16/04/2026	$2,989,830	$7,968,161	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Isaac Boss	Trustee	30/04/2026
Raewyn Kirkman	Trustee	7/04/2025
Josephine Kukutai	Trustee	26/11/2024
Johnathan Robert Bartley	Deputy Chairperson	19/09/2023
James Luke Te Whakaheke Whetu	Chairperson	4/10/2022
Michael John Cameron Crawford	Trustee	4/10/2022

Past Officers

Officer Name	Position	Past Since
Kate Nancy Hatwell	Trustee	28/04/2026
Stephen Ross Davidson Veitch	Chairperson	24/06/2025
Franciscus Johannes Aerts	Trustee	26/11/2024

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)
25/06/2026	NOC004
20/08/2025	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name