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Charity Summary


Charity Details


The James Wallace Arts Trust
Wallace Arts Trust
CC24305
9429042852469
Registered

Registration details

13/05/2008
March 31

Address for service

77 Almorah Road
Epsom
Auckland
1023

Charity's other details

029 630 5574


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To hold maintain and display the James Wallace Arts Trust collection. The fostering, maintenance, promotion and advancement of education of NZ artists and NZ people generally in the visual arts, performing arts, music and film.

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

Provides buildings / facilities / open space

Free Gallery and Art Collector

Arts / culture / heritage

General public

Children / young people, Other charities, Older people, Schools, Tertiary Institutions and Artistic

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 - - - To be filed To be filed
31/03/2024 28/02/2025 11/02/2025 $760,290 $454,972 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 20/12/2024 16/12/2024 $3,565,372 $1,917,354 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 22/08/2022 $1,699,024 $1,686,872 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 19/08/2021 $1,955,666 $1,549,108 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 3/09/2020 $1,939,591 $1,576,744 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 31/10/2019 6/12/2019 $2,206,145 $1,812,172 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 19/02/2019 $2,301,537 $1,490,378 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 12/01/2018 $1,776,068 $704,622 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Moana Wairete Donyle Wilton Trustee 21/05/2025
James Hay Wallace Chairman of Trustees 4/12/2024
Luis Paz Sepulveda Trustee 25/10/2024
Michael Edward Trustee 25/10/2024
Peter Wheeler Trustee 25/10/2024

Past Officers

Officer Name Position Past Since
Samuel Joseph Foley Trustee 1/03/2025
Samuel Molloy Trustee 31/01/2025
Andrew Michael Basford Green Trustee/Chairman 25/10/2024
Graham Shortland Trustee 25/10/2024
Perpetual Trust Limited C0-Trustee 25/10/2024
Aiden Richard Tapping Trustee 22/07/2021
Anna Bidwill Trustee 13/04/2021
James Wallace Settlor/Chairman Trustee 13/04/2021
Paul Ridley-Smith Trustee 13/04/2021
Emily Morrow Trustee 1/10/2018
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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)
13/07/2026 NOC035
28/05/2025 NOC034
27/03/2025 NOC033
31/01/2025 NOC031
13/12/2024 NOC029
12/12/2024 NOC028
1/11/2024 NOC027
1/11/2024 NOC026
1/11/2024 NOC025
9/05/2024 NOC024
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.