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Charity Summary

This is the charity information for: Trust Horizon.

Charity Details

Legal name of the Charity:

Trust Horizon

Registration number:

CC38748

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

30/06/2008

Balance Date:

March 31

This charity is a member of the group called:

Trust Horizon Charities Group

Name change history

Name	Effective Date
Eastern Bay Energy Trust	30/06/2008
Trust Horizon	29/07/2020

Address for service

Charity's Postal Address:

PO Box 567

Whakatane

3158

Charity's Street Address:

5 Richardson Street

Whakatane

3120

Charity's other details

Phone:

07 307 0893

Email:

reception@trusthorizon.org.nz

Website:

http://www.trusthorizon.org.nz

Areas of Operation:

Bay of Plenty

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC38748

Group Members

Below are all the members of Trust Horizon Charities Group. Click into the individual members below to view their charity summary.

Member Charities
Aquaheat Facility Services Limited
Aquaheat Fire New Zealand Limited
Aquaheat New Zealand Limited
Aquaheat South Pacific Limited
Caldwell and Levesque Limited
Coollogic Refrigeration Limited
Development Enterprises Limited
Horizon Energy Distribution Limited
Horizon Energy Group Limited
Trust Horizon
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Purpose & Structure

Charitable Purpose

To create a positive, educated and healthy community.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research, Provides advice / information / advocacy

Sectors:

Other (please state)

(Energy related purposes)

Beneficiaries:

General public

Children / young people, Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities, People of a certain ethnic / racial origin, Family / whanau, Migrants / refugees, Religious groups

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.

Please note: This charity is a member of a Group which submits Consolidated Annual Returns. To view these Annual Returns on the Group Summary click here. Any Annual Returns listed below were submitted when this charity was a single entity.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
31/03/2026	30/09/2026	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2025	30/09/2025	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2024	30/09/2024	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2023	30/09/2023	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2022	30/09/2022	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2021	30/09/2021	Member of 'Trust Horizon Charities Group' group - click here to view Annual Return
31/03/2020	30/09/2020	Member of '' group - click here to view Annual Return
31/03/2019	30/09/2019	22/08/2019	$196,171,000	$186,818,000	Included in Annual Return
31/03/2018	30/09/2018	20/08/2018	$186,333,000	$174,744,000	Included in Annual Return
31/03/2017	30/09/2017	28/09/2017	$197,486,000	$187,537,000	Included in Annual Return
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Officer Details

Officers

Officer Name	Position	Effective Date
Yvonne Barbara Boyes	Trustee	1/10/2021
David Glover	Trustee	1/06/2021
Merrin Ann Stables	Trustee	10/03/2020
Derek Roger Caudwell	Chief Executive	11/01/2020
David Allen Bulley	Trustee	21/08/2013
Edwina Marie Otairi O'brien	Trustee	1/10/2011
Paul Wills	Treasurer	1/04/2010
Kevin Joseph Hennessy	Trustee	24/12/2002

Past Officers

Officer Name	Position	Past Since
Aaron Keith Milne	Trustee	30/09/2021
Donald George Lewell	Trustee	3/06/2021
Wade Ross Brown	Trustee	10/03/2020
Donna Maree Smit	Trustee	27/07/2017
Peter James Patterson	Trustee	21/08/2013
David Allen Bulley	Trustee	31/03/2012
Brian Edwin Ponting	Trustee	30/09/2011
Rex Harold Wilson	Trustee	30/09/2009
Robin Wray	Trustee	28/02/2009

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)
16/05/2024	NOC025
10/10/2023	NOC023
10/11/2021	NOC022
27/09/2021	NOC021
21/06/2021	NOC020
21/06/2021	NOC018
3/09/2020	NOC017
18/05/2020	NOC016
30/10/2017	NOC013
15/06/2017	NOC011
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Charity Documents

Date Uploaded	Document Type	Reference Name