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Charity Summary


Charity Details

The Wallis Trust Board
The Frederick Wallis House Trust Board
CC29094
9429042716242
Registered

Registration details

30/06/2008
December 31

Address for service

PO Box 12046
Thorndon
Wellington
6144
18 Eccleston Hill
Thorndon
Wellington
6011

Charity's other details

04 472 1057
trustmanager@anglicanmovement.nz
https://anglicanmovement.nz/trust/wallis-trust


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC29094

Purpose & Structure

Charitable Purpose

The purpose of the Trust will be to meet the spiritual needs of the Christian Community, as defined within the Wellington Anglican Diocese Region

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provision of grants

Religious activities

Education / training / research, Community development, Social services

Religious groups

Children / young people, Other charities, Older people

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
31/12/2025 30/06/2026 5/06/2026 $295,857 $121,840 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 28/05/2025 $415,533 $64,933 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 11/06/2024 $452,653 $334,937 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 6/12/2022 $0 $510,007 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 8/09/2022 $435,064 $105,601 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 4/03/2021 $188,109 $43,712 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 19/03/2020 $248,434 $126,676 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 29/03/2019 $281,675 $82,548 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 27/03/2018 $213,487 $78,479 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 30/05/2017 $179,666 $98,907 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This annual return will cover 15 months from 1 October 2022 - 31 December 2023.

Officer Details

Officers

Officer Name Position Effective Date
Rachel Fitzpatrick Trustee 29/11/2022
Stephen King Trustee 29/11/2022
Justin Charles Hopkins Duckworth Trustee 31/08/2012

Past Officers

Officer Name Position Past Since
Annie Benefield Trustee 5/05/2025
Graham Millar Trustee 29/11/2022
Judith Frances Hardie Trustee 29/11/2022
Sue Cosgrove Trustee 29/11/2022
Eleanor Ruth Sanderson Trustee 31/10/2022
Cassia Joy Cowley Trustee 9/03/2017
Robert James Mclay Trustee 31/08/2012
Thomas John Brown Trustee 29/03/2012
Hilda May Daw Trustee 12/06/2008

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)
22/12/2022 NOC019
22/12/2022 NOC018
4/10/2022 NOC016
16/12/2014 NOC009
5/06/2012 NOC004
16/04/2012 NOC003
23/02/2011 AR005
8/07/2010 AR004
15/04/2010 AR002
31/03/2010 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.