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Charity Summary


Charity Details

Rule Foundation
CC39280
N/A
Registered

Registration details

15/04/2009
March 31

Address for service

PO Box 143
Dunedin Central
Dunedin
9054
Level 2
123 Vogel Street
Dunedin
9016

Charity's other details

secretary@rulefoundation.nz
https://www.rulefoundation.nz
https://www.facebook.com/rulefoundation/


https://www.register.charities.govt.nz/Charity/CC39280

Purpose & Structure

Charitable Purpose

The Rule Foundation is a charity concerned with the welfare, wellbeing and health of lesbian, gay, bisexual, transgender, and intersex (LGBTI) people in New Zealand. We have two funds, in 2019 we created the Rainbow Wellbeing Legacy Fund which joined our original Peter Rule Fund. The Rainbow Wellbeing Legacy fund was founded in 2019 through a $1 million endowment from the New Zealand Government in recognition of the men who were convicted for consensual homosexual activities pre-1986. The focus of this fund is to support activities that focus on improving mental health outcomes for future generations of rainbow communities, especially young people. The Peter Rule Fund gives funds to groups and individuals who provide support services or community activities for LGBTI people, or who undertake education and research on LGBTI issues.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Social services

Education / training / research, Health, Arts / culture / heritage

Voluntary bodies other than charities

Children / young people, Other charities

Entity Structure

Trustees elect a Chair, Secretary and Treasurer at the Annual General Meeting as per the rules of the Trust Deed. Sub-fund advisors are appointed to advise the board for special purpose funds. The Foundation employs no staff, but contracts part-time staff to achieve its operational needs and strategic purpose.

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2024 30/09/2024 - - - To be filed To be filed
31/03/2023 30/09/2023 18/09/2023 $100,209 $428,880 load annual return's financial documents spinner gif
31/03/2022 31/12/2022 19/12/2022 $976,512 $314,707 load annual return's financial documents spinner gif
31/03/2021 30/09/2021 10/08/2021 $1,005,432 $184,682 load annual return's financial documents spinner gif
31/03/2020 30/09/2020 22/09/2020 $797 $61,800 load annual return's financial documents spinner gif
31/03/2019 30/09/2019 13/09/2019 $166 $72,218 load annual return's financial documents spinner gif
31/03/2018 30/09/2018 11/10/2018 $283 $33,973 load annual return's financial documents spinner gif
31/03/2017 30/09/2017 22/09/2017 $1,369 $39,697 load annual return's financial documents spinner gif
31/03/2016 30/09/2016 8/12/2016 $44,997 $47,176 load annual return's financial documents spinner gif
31/03/2015 30/09/2015 4/11/2015 $51,121 $49,734 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Eileen Kelly Trustee 4/06/2019
Toni Duder CoChair 4/06/2019
Joy Jennifer Liddicoat Trustee 1/08/2017
Duncan Matthews CoChair, Treasurer 1/05/2015
David Douglas Reeves Trustee 16/04/2009

Past Officers

Officer Name Position Past Since
Richard Kempthorne Stone Chair 4/06/2019
Samuel David Mackay Secretary 4/06/2019
Stephen John Park Chair 1/08/2017
Christopher John Mayes Trustee 1/12/2014
David Michael Carson - Parker Trustee 1/12/2011

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)
12/04/2022 NOC022
19/05/2020 NOC018
24/07/2019 NOC016
16/01/2017 NOC013
28/08/2016 NOC011
29/02/2016 NOC009
4/05/2015 NOC008
15/12/2014 NOC007
6/09/2013 AR005
20/09/2012 AR004

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.