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Charity Summary


Charity Details


Rotary Club of Wanaka Charitable Trust
CC25965
9429042737360
Registered

Registration details

16/06/2008
June 30

Address for service

84C Aubrey Road
Wānaka
Wanaka
9305

Charity's other details

0211486221
rotary club of wanaka


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To make available funding to clubs, institutions, and individuals to enhance, improve and make a difference in the Upper Clutha area. Donations made to regional, national and international causes fall within the six areas of focus of Rotary International; peace and conflict prevention, water and sanitation, maternal and child health, education and literacy and economic and community development.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Acts as an umbrella / resource body, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space

Other (please state)

(Anyone is eligible to apply for funds for indivdual and group purposes. Donations are made internationally for charitable purposes often for projects through Rotary International )

General public

Children / young people, Other charities, Voluntary bodies other than charities, Older people, People with disabilities

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 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 4/12/2025 $159,687 $118,384 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 6/12/2024 $106,083 $72,146 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 29/02/2024 26/02/2024 $76,910 $122,533 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 14/02/2023 $113,148 $122,416 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 24/01/2022 $139,399 $66,905 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 8/12/2020 $70,752 $59,905 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 18/12/2019 $59,632 $97,566 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 30/12/2018 $88,195 $93,750 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 23/01/2018 $85,349 $93,356 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 22/04/2017 $104,758 $85,959 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Deans Hudson Trustee 6/12/2024
Hannah Walker Trustee 6/12/2024
Mike Elliot Trustee 6/12/2024
David Brewer Trustee 1/07/2021
Doug Lovel Trustee 1/07/2020

Past Officers

Officer Name Position Past Since
Frances Tate trustee 1/11/2024
Tony Brown trustee 1/11/2024
Graeme Smart trustee 5/12/2023
Lloyd Mansfield trustee 1/01/2021
Lois Haynes Trustee 31/12/2019
Robbie Julius trustee 31/12/2019
Graham Stewart Trustee 30/06/2018
Maryanne McKenzie Trustee 30/06/2018
Patrick Waser Trustee 30/06/2018
George Russell Trustee 22/11/2016
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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)
6/12/2024 NOC021
29/07/2024 NOC019
23/07/2020 NOC014
18/12/2019 NOC012
24/11/2018 NOC010
5/07/2015 NOC005
23/01/2012 AR004
15/12/2010 AR003
27/07/2010 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.