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Charity Summary


Charity Details

Life Education Trust Heartland Otago Southland
CC20301
9429042931119
Registered

Registration details

18/12/2007
December 31

Name change history

Name Effective Date
Heartland Otago/Southland Life Education Trust Inc 18/12/2007
Life Education Trust Heartland Otago Southland 21/12/2007

Address for service

PO Box 267
Alexandra
9340
69 Tarbert Street
Alexandra 9320
Alexandra
9320

Charity's other details

heartland@lifeedtrust.org.nz
https://www.heartland.org.nz
https://www.facebook.com/HeartlandLifeEd


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20301

Purpose & Structure

Charitable Purpose

Life Education is a children's charity. We visit local schools and teach 'Life Education' to children up to year 8. Life Education supports students to: • develop life skills • make healthy choices • gain knowledge about health and their bodies • develop self-esteem and a positive understanding of themselves • develop strategies for relating to others

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

Provides services (e.g. care / counselling)

Provides Health Education

Education / training / research

Health

Children / young people

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act
Life Education Trust NZ

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 June 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 June 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 22/06/2026 $322,193 $312,286 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 30/06/2025 $252,373 $274,089 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 24/06/2024 $257,454 $242,412 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 22/06/2023 $199,888 $178,905 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 13/06/2022 $154,643 $162,861 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 3/06/2021 $150,710 $148,948 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 28/06/2020 $177,284 $162,525 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 20/06/2019 $188,031 $144,363 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 23/05/2018 $162,086 $141,017 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 30/08/2017 $106,571 $134,956 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Andrea Lee Howden Trustee 20/04/2026
Sarah Louise Preece Trustee 20/04/2026
Brittney Purdie Treasurer 15/03/2026
Penelope Jane Bowmar O'Meara Trustee 10/12/2024
Sarah Fredric Executive Officer/Secretary 23/07/2024
Louise Tankard Trustee 20/11/2023
Roshell Edlin Educator 9/08/2023
Peta Anne Brown Trustee 19/07/2022
Anne-Marie Wells Chairperson 14/04/2021
Pip Tisdall Educator 1/01/2008

Past Officers

Officer Name Position Past Since
Barbara Daxenberger Trustee 15/03/2026
Tracey van Herel Chairperson 15/03/2026
Ashley Bickley Trustee 17/03/2025
Gloria McHutchon Trustee 17/03/2025
Margaret Box Trustee 17/03/2025
Dana Young Administration Officer 24/06/2024
Aaron Dykes Trustee 20/11/2023
Meghan Pagey Trustee 5/01/2023
Gill Naylor Trustee 20/10/2022
Kerry Seymour Trustee 29/03/2022

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)
1/04/2025 NOC023
30/05/2024 NOC021
29/01/2019 NOC015
26/10/2017 NOC013
7/09/2017 NOC012
20/04/2017 NOC010
29/08/2016 NOC009
17/06/2016 NOC008
29/01/2016 NOC007
29/01/2016 NOC006

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.