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Charity Summary


Charity Details

Waldorf Schools (Bay of Plenty) Trust
CC37770
9429042956976
Registered

Registration details

30/06/2008
December 31

Address for service

PO Box 115
Tauranga
3144
R364 Welcome Bay Road
Welcome Bay
Tauranga
3175

Charity's other details

07 544 2452
finance@waldorftga.nz
https://www.waldorftga.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC37770

Purpose & Structure

Charitable Purpose

To provide a Waldorf education for children aged 0-13 in the Bay of Plenty

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

Provides services (e.g. care / counselling)

Makes grants to organisations (including schools or other charities), Provides buildings / facilities / open space

Education / training / research

Children / young people

Family / whanau

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 - - - To be filed To be filed
31/12/2024 30/06/2025 8/07/2025 $2,359,818 $1,913,514 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 31/08/2024 20/09/2024 $1,785,369 $1,642,551 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 31/10/2023 4/02/2024 $1,416,146 $1,515,384 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 9/08/2022 $1,504,368 $1,663,136 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 1/08/2021 $1,565,756 $1,550,964 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 30/06/2020 $1,464,162 $1,324,991 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 29/06/2019 $1,452,625 $1,292,133 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 21/06/2018 $1,310,882 $1,348,065 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 30/06/2017 $1,270,476 $1,294,269 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Regina Ansorge Trustee 10/08/2025
Sheryl Rae Jenkins Trustee 12/10/2017
Lois Robertson Trustee 10/08/2012
Stephen Lane Trustee 25/06/2012
Louise Gawn Trustee 10/08/2005
Richard McCormick Trustee 10/08/2005

Past Officers

Officer Name Position Past Since
Geraldine Diana Clare Myers Trustee 23/10/2023
Julian Ketel Trustee 6/03/2018
Ken Smith Trustee 30/06/2012
Stella Hamilton-Baker Trustee 4/08/2009
Robert Acworth Trustee 1/02/2009

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)
29/06/2025 NOC021
9/08/2022 NOC018
11/03/2019 NOC012
22/06/2018 NOC011
21/06/2018 NOC009
27/04/2017 NOC007
26/11/2015 NOC006
21/09/2015 NOC005
31/05/2011 NOC002
28/06/2010 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.