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Charity Summary

Charity Details

Momentum Waikato Community Foundation
Momentum Waikato

Registration details

June 30
Name change history
Name Effective Date
Momentum Foundation 31/05/2013
Momentum Waikato Community Foundation 2/09/2015

Address for service

PO Box 9283
Waikato Mail Centre
127 Alexandra Street
Hamilton Central

Charity's other details

07 834 0404
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Purpose & Structure

Charitable Purpose

To provide support both financial and otherwise, for Community Organisations and for any Charitable Purposes; To promote and encourage generosity among the people of New Zealand towards Community Organisations and any Charitable Purpose; To establish and administer separate named fund within the Trust Fund in order to fulfil 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)

Community development


Other charities

Voluntary bodies other than charities, General public

Entity Structure

The Foundation is administered by a Trust Board made up of 8 Trustees appointed by an Appointments Panel. At the first meeting of the Trust Board each year a chairperson, secretary and treasurer are elected. Investment and Distribution Committees are also in place to assist in managing the Foundation.

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
31/12/2020 - - - - To be filed
31/12/2019 17/12/2019 $8,086,219 $8,557,425
31/12/2018 14/11/2018 $3,091,132 $805,110
31/12/2017 1/12/2017 $1,327,406 $1,811,671
31/12/2016 11/12/2016 $2,006,585 $501,809
31/12/2015 30/03/2016 $2,027,162 $314,890
31/12/2014 11/08/2015 $398,301 $178,176

Officer Details


Officer Name Position Effective Date
Alan David Livingston Trustee 18/03/2020
Rachel Fuatino Karalus Trustee 18/03/2020
Joan Forret Trustee 20/03/2019
Holly Snape Trustee 20/02/2019
Kenneth James Stephens Trustee 15/08/2017
Simon James Rickman Trustee 6/04/2017
Pam Roa Trustee 2/09/2015
Neil Richardson Trustee 18/04/2013

Past Officers

Officer Name Position Past Since
Leonard Gardner Trustee 19/02/2020
Parekawhia McLean Trustee 17/04/2019
Jonathan Harold Tanner Trustee 30/10/2018
Kenneth Williamson Trustee 30/10/2018
Annabel Cotton Trustee 5/04/2017
Niwa Nuri Trustee 5/04/2017
Matthew Cooper Trustee 3/09/2014
Cherry Taylor Trustee 19/08/2014

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)
9/04/2020 NOC023
4/03/2020 NOC021
17/04/2019 NOC019
16/04/2019 NOC018
2/06/2017 NOC014
28/04/2017 NOC013
10/04/2017 NOC012
9/02/2016 NOC007
3/12/2015 NOC006
3/09/2015 NOC005

Charity Documents