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Charity Summary


Charity Details


Rotary Club of Alexandra Charitable Trust
CC38586
9429043095186
Registered

Registration details

20/01/2009
June 30

Address for service

14 Centennial Avenue
Alexandra
9320

Charity's other details

0274895689
Alexandra Rotary Club


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The objects and purposes of the Trust are to 1. promote the improvement of literacy and numeracy. 2. improve the community by meeting the needs of the aged or infirm, women and children,those affected by poverty and public health needs. 3. promote the development of leadership and vocational skills in the community. 4. improve public amenities, the natural environment, protection of human life, welfare of animals and social rehabilitation services. 5. provide assistance to other charitable organizations through hands-on service, fund-raising events and provision of sponsorship. 6. provide assistance in times of disaster. 7. 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, Sponsors / undertakes research, Provides services (e.g. care / counselling), Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Community development

Education / training / research, Health, Environment / conservation, Emergency / disaster relief, Social services, Employment, Arts / culture / heritage, Sport / recreation, Care / protection of animals, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

General public

Children / young people, Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities, Family / whanau, Migrants / refugees

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 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 10/12/2025 $48,458 $57,549 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 4/12/2024 $68,640 $67,456 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 13/12/2023 $68,256 $80,745 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 25/11/2022 $74,378 $57,248 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 24/11/2021 $65,391 $67,217 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 9/12/2020 $35,795 $31,581 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 5/12/2019 $59,036 $49,492 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 15/12/2018 $79,348 $81,295 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 23/01/2018 $78,149 $75,158 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 12/01/2017 $74,546 $62,791 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Roger Paul Checketts Trustee/Treasurer 22/06/2026
Patrick James Ford Chairperson-Elect 1/07/2025
Bernice Lepper Chairperson 1/07/2024
Jillian Jopp Past Chairperson 23/11/2022
Graham Quinn Trustee/Treasurer 1/07/2016
Gregor James Hunter Trustee/Secretary 1/07/2014

Past Officers

Officer Name Position Past Since
John Whitaker Past President 30/06/2025
Gordon Wilson Past-President 30/06/2024
Jim Carroll Past President 31/12/2022
Kevin Mackenzie Past President 30/06/2022
Justine Baird Trustee 23/11/2021
Charles French Trustee/Chairperson 30/06/2020
Gil Elliott Trustee 11/12/2018
Carolyn Martin Trustee 1/07/2018
Roger Paul Checketts Trustee 30/06/2017
Lew Davie President Elect 13/12/2016
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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)
22/06/2026 NOC022
22/06/2026 NOC021
13/12/2023 NOC017
24/11/2016 NOC009
23/11/2016 NOC008
15/12/2015 NOC007
27/02/2015 NOC006
27/11/2013 NOC005
19/12/2011 NOC003
12/01/2011 NOC002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.