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Charity Summary


Charity Details

The Royal New Zealand Plunket Society Wakatipu District Trust
Wakatipu Plunket Trust
CC28126
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

C/O Perpetual Guardian PO Box 1934
Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 23, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28126

Purpose & Structure

Charitable Purpose

To apply income for Plunket to use in Queenstown.

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

Makes grants to organisations (including schools or other charities)

Other (please state)

(One of the selected sectors), Education / training / research, Health, Social services

Other charities

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 31/12/2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31/12/2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 30/09/2025 $30,883 $26,696 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 16/09/2024 $14,036 $17,144 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 15/09/2023 $11,808 $19,606 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/03/2023 6/03/2023 $47,973 $22,385 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 20/09/2021 $9,407 $12,325 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 6/08/2020 $11,052 $16,649 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/03/2020 7/02/2020 $12,746 $14,790 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 30/06/2019 24/05/2019 $11,645 $28,968 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 30/10/2017 $14,080 $27,685 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 20/02/2017 $16,177 $21,254 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Leanne Illingworth Trustee 10/12/2021
Catkin Bartlett Trustee 1/12/2021
Perpetual Trust Limited Trustee 8/10/2019
Isabella Wilson Trustee 2/03/2018
Jane Mary Hamilton Trustee 2/03/2018
Linsey Anne Whitchurch Trustee 2/03/2018
Susan Mary McIntyre Trustee 2/03/2018

Past Officers

Officer Name Position Past Since
Belinda Lee Ricketts Trustee 21/11/2024
John William Troon Trustee 21/11/2024
Catkin Bartlett Trustee 30/06/2021
The New Zealand Guardian Trust Company Limited Trustee 8/10/2019
Belinda Lee Ricketts Trustee 24/05/2019
Catkin Bartlett Trustee 24/05/2019
Isabella Wilson Trustee 24/05/2019
Jane Hamilton Trustee 24/05/2019
John William Troon Trustee 24/05/2019
Linsey Whitchurch Trustee 24/05/2019

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)
26/11/2024 NOC018
13/02/2020 NOC012
7/01/2016 NOC007
2/02/2015 NOC006
29/09/2014 NOC005
3/12/2012 AR005
1/12/2010 AR003

Charity Documents

Notices

The applicant has agreed that as a condition of registration the trust deed will be given effect as if the distribution to non-charitable organisations in section 3 clause 4 of the schedule to the trust deed had been removed from the trust deed in accordance with section 61B of the Charitable Trusts Act 1957.

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