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Charity Summary


Charity Details


Wa Ora Montessori School Charitable Trust
CC25018
N/A
Registered

Registration details

28/05/2008
December 31

Address for service

278 Waddington Drive
Naenae
Lower Hutt
5011

Charity's other details

(04) 567 2377


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The continuation of the provision within New Zealand of Montessori Preschool and Primary Education and generally to promote and encourage the expansion of Wa Ora Montessori School.

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

Makes grants to organisations (including schools or other charities)

Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space

Education / training / research

Children / young people

Legal Structure

Unincorporated Trust

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
31/12/2024 30/06/2025 16/07/2025 $689,844 $455,390 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 13/06/2024 $667,365 $1,358,123 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 26/06/2023 $652,112 $746,415 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 2/08/2022 $704,525 $260,594 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 13/08/2021 $680,231 $150,051 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 13/08/2021 $740,258 $617,461 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 21/08/2019 $694,308 $880,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 25/05/2019 $676,576 $482,500 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 8/11/2017 $640,358 $499,151 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2015 30/06/2016 10/11/2016 $541,438 $322,572 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Chelsea Renee Malcolm Trustee 3/02/2025
Janice Sarah Sue Trustee 3/02/2025
Lara Matthews Trustee 3/02/2025
Byron Lynds Chairperson 29/06/2022

Past Officers

Officer Name Position Past Since
Mark Skelly Trustee 3/02/2025
Scott Champion Trustee 3/02/2025
Katherine Mary Dent Rennie Chairperson 29/06/2022
Shane William Harrison Trustee 29/06/2022
Karen Emma Maggs Trustee 15/11/2016
Mark Blackham Trustee 10/11/2016
Vicki Marion Sellar Trustee 10/11/2016
Deborah Whittington - 20/06/2011
Sola Jane Freeman Trustee 20/06/2011
Susan Watkins Bungay Trustee 1/06/2008

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)
28/05/2025 NOC018
9/05/2024 NOC016
1/08/2022 NOC013
27/07/2022 NOC012
10/11/2016 NOC006
24/07/2011 NOC002
7/07/2009 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.