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Charity Summary


Charity Details


The Wallath Trust
CC31922
9429042914143
Registered

Registration details

30/06/2008
December 31

Address for service

Old Choral Hall
7 Symonds Street
Auckland Central
Auckland
1010

Charity's other details

09 373 7599


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To make grants to: (i) medical and health sciences students who require financial assistance at the University of Auckland or (ii) to other NZ charities who make grants to medical and health sciences students who require financial assistance.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Education / training / research

Health

Other charities

Children / young people, Medical students

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 25/05/2026 $12,320 $15,625 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 20/05/2025 $17,078 $14,675 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 29/05/2024 $-17,519 $9,250 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 23/05/2023 $6,892 $8,900 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 22/06/2022 $2,283 $51 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 31/08/2021 $4,900 $11,169 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 31/08/2021 $12,684 $670,479 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 3/05/2019 $30,287 $15,140 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 3/05/2019 $29,053 $26,100 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 7/09/2017 $32,050 $20,476 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Allister Jennings Chartered Accountant 21/05/2026
Jane Alsweiler Trustee 21/05/2026
Paul John Cunningham Secretary 16/05/2024
Warwick Bagg Trustee 1/01/2024
Laura Wilkinson-Meyers Trustee 30/08/2021

Past Officers

Officer Name Position Past Since
Phillippa Poole Trustee 21/05/2026
Richard Sorrenson Trustee 31/05/2024
John David Fraser Trustee 31/12/2023
Bridget Kool Trustee 30/07/2021
Stuart Norman McCutcheon Trustee 31/12/2020
Stuart Glasson Trustee 31/12/2019
Clare Rosemary Wall Trustee 28/02/2019
Mark James Barrow Trustee 31/05/2018
Michelle Glass Trustee 31/05/2018
Richard Lovie Charles Swain Trustee 12/08/2016
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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)
30/05/2025 NOC026
29/05/2024 NOC024
2/09/2021 NOC020
31/08/2021 NOC017
31/08/2021 NOC016
31/08/2021 NOC015
3/08/2018 NOC012
17/07/2018 NOC011
17/07/2018 NOC010
19/12/2016 NOC008
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.