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Charity Summary


Charity Details


Whangarei South Rotary Charitable Trust
CC31413
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 1249
Whangarei
0140
58 Otaika Road
9 Hunt Street
Woodhill
Whangarei
0110

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

• To promote the improvement of literacy and numeracy • To improve our community by meeting needs through service and fundraising projects • To promote the development of leadership and vocational skills in the community • To improve public amenities • To provide assistance to other charitable organisations through hands on service, fundraising events and or the provision of sponsorship • To provide other assistance to our community or other communities in times of disaster • To otherwise encourage participation in the community on a non-partisan basis

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides human resources (e.g. staff / volunteers), Youth Development Programs

Community development

Environment / conservation, Emergency / disaster relief, Social services, Arts / culture / heritage, International activities, Fund-raising, People with disabilities, Promotion of volunteering

Other charities

Children / young people, Older people, People with disabilities, General public

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 11/12/2025 $10,366 $10,605 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 17/12/2024 $48,723 $68,464 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 12/12/2023 $15,215 $12,710 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 31/01/2023 $40,792 $32,515 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/12/2021 $29,527 $19,691 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 23/12/2020 $25,615 $16,861 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 5/12/2019 $22,479 $29,119 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 4/04/2019 $36,353 $28,922 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 12/03/2018 $35,739 $54,608 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 25/07/2017 $40,456 $19,867 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Anne Lucia Grbin Trustee 1/12/2022
Robert Cathcart trustee 9/12/2016
Laurence William Roberts Trustee 22/05/2008
Michael John Williams Trustee 22/05/2008

Past Officers

Officer Name Position Past Since
David Reyburn Trustee 22/02/2026
Alan Frederick Kirk Trustee 30/06/2025
Freda Taylor Trustee 1/09/2022
maxine neighbour trustee 21/07/2022
Peter George Schultz Trustee 1/07/2020
John William Barber Trustee 8/12/2016
Rosemary Elizabeth Meyer Trustee 8/12/2016
Sandra McKersey Trustee 11/12/2014
Stephen Leonard Westgate Trustee 1/12/2011

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)
28/02/2026 NOC029
27/02/2026 NOC028
6/08/2025 NOC026
30/01/2023 NOC021
20/12/2022 NOC020
11/10/2022 NOC019
31/07/2022 NOC018
4/12/2021 NOC016
7/10/2020 NOC014
22/12/2014 NOC007
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.