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Charity Summary


Charity Details


Otago Youth Wellness Trust
CC20161
9429042798255
Registered

Registration details

2/12/2007
June 30

Address for service

PO Box 669
Dunedin
9054
20 Parry Street West
Dunedin Central
Dunedin
9016

Charity's other details

(03)4749547
(03)4749567
www.facebook.com/otagoyouthwellnesstrust


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Otago Youth Wellness Trust affirms the rights of young people to have access to a range of quality services to meet their physical, emotional and social needs, which, in the provision of integrated delivery will enhance their well-being, break barriers to opportunities and ensure a secure future. In developing the above Mission Statement the Trust has ensured the welfare and interests of the young person are the first and paramount consideration.

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

Provides services (e.g. care / counselling)

Provides advice / information / advocacy

Social services

Children / young people

Family / whanau

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.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 September 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 9/10/2025 $2,570,093 $2,420,604 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 6/11/2024 $2,379,394 $2,180,258 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 21/09/2023 $1,667,309 $1,622,528 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 11/10/2022 $1,455,420 $1,509,515 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 8/12/2021 $1,651,293 $1,546,396 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 21/10/2020 $1,408,470 $1,295,808 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 19/11/2019 $1,103,464 $1,044,265 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 24/10/2018 $1,023,882 $1,071,602 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 21/09/2017 $1,065,137 $1,032,112 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 26/10/2016 $1,029,229 $998,425 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Shannon Macmillan Trustee 4/08/2025
Daniel Houghton Trustee 22/06/2023
Garth Powell Trustee 22/06/2023
Karen Philip Chairperson 4/04/2019
Craig Dinnissen Trustee 21/02/2019
Carole Adair Trustee 17/09/2015
Brian Lowe Trustee 1/05/2014
Nicola Atwool Trustee 10/05/2012

Past Officers

Officer Name Position Past Since
Sarah Simmers Trustee 26/05/2025
Raylene (Claire) Claire Ramsay Manager 16/08/2024
Erolia Rooney Trustee 30/10/2023
Emma Wyeth Trustee 28/07/2022
Janine Kapa-Blair Trustee 12/08/2021
Marlia Morris Trustee 5/10/2020
Barbara June Payton Trust Manager 28/09/2020
Sarah Abigail Lister Trustee 22/03/2019
Trevor Thomson Trustee 6/12/2018
Benjamin Butterfield Trustee 30/04/2018
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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)
15/07/2025 NOC044
7/07/2025 NOC043
22/01/2025 NOC042
4/09/2024 NOC040
21/09/2023 NOC038
10/08/2023 NOC037
11/10/2022 NOC035
7/04/2021 NOC033
25/01/2021 NOC032
21/10/2020 NOC030
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.