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Charity Summary


Charity Details


West Otago Health Trust
CC30457
9429042913078
Registered

Registration details

30/06/2008
March 31

Address for service

P O Box 50
Tapanui
9542
50 Tapanui Raes Junction Highway
Tapanui 9587
Tapanui
9587

Charity's other details

03 204 8668
03 204 8667


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Trust is the sole shareholder of West Otago Health Ltd, which runs the health services for the people of West Otago. The Trust owns and looks after the land and buildings to enable this to occur. Both the Trust and Company were set up by volunteers to help meet the community's health needs. We share a common belief that a strong health care service and ability to care for our elderly locally, is a critical component of our community infrastructure.

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

Provides buildings / facilities / open space

Provides other finance (e.g. investment funds), Providing Building For Health Services

Health

Accommodation / housing, Fund-raising

General public

Children / young people, Older people, People of a certain ethnic / racial origin, Family / whanau, Migrants / refugees

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
West Otago Health Limited CC30844

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 14/12/2025 11/12/2025 $3,119,477 $2,761,914 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/11/2024 29/11/2024 $2,880,338 $2,617,617 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/11/2023 30/11/2023 $2,823,773 $2,247,177 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 31/10/2022 28/10/2022 $2,257,885 $2,035,024 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 31/10/2021 29/10/2021 $2,135,386 $1,833,194 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/11/2020 27/11/2020 $1,969,682 $1,963,397 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 13/12/2019 13/12/2019 $1,924,368 $1,739,656 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 31/12/2018 24/12/2018 $1,729,287 $1,861,623 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 20/12/2017 $1,762,889 $1,695,594 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Lindsay John Alderton Trustee 3/07/2024
Danielle Millar Trustee 6/07/2021
Lloyd McCall Trustee 6/07/2021
William Albert Byars Trustee 31/08/2016
Nicole Cronin Trustee 15/07/2015

Past Officers

Officer Name Position Past Since
Annalie Downie Trustee 17/07/2023
Hans Van Der Linden Trustee 15/03/2022
Michele Lee Kennedy Trustee 6/07/2021
Debra Joy McKenzie Trustee 10/07/2019
Fiona Mary Hancox Trustee 10/07/2019
Charles Bruce Davis Trustee 17/07/2018
Allister Body Trustee 14/07/2017
Netta Mere Mackintosh Trustee 29/09/2016
Roger Stuart Trustee 31/08/2016
Kylie Davidson Trustee 1/11/2015
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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)
12/12/2024 NOC020
28/09/2022 NOC016
13/12/2019 NOC012
9/09/2019 NOC011
15/03/2018 NOC009
30/09/2015 NOC005
7/10/2011 AR005
29/09/2010 AR004
26/04/2010 AR003

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.