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Charity Summary


Charity Details

Heritage (North Otago) Charitable Trust
CC40888
N/A
Registered

Registration details

30/06/2008
September 30

Address for service

262A Thames Street
Oamaru
9400

Charity's other details

021-478-800
ann.little.email@gmail.com


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC40888

Purpose & Structure

Charitable Purpose

Provides financial assistance to family members of returned servicemen of the second world war.

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

Makes grants / loans to individuals

To provide financial assistance to descendants of servicemen.

Education / training / research

Social services

Children / young people

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

Balance Date of 30 September – This charity has been granted an exemption from filing an annual return by 31 March 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 March 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2025 31/03/2026 23/06/2026 $6,513 $9,308 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 31/03/2025 26/06/2025 $6,351 $7,488 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 31/03/2024 2/05/2024 $3,797 $8,294 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 19/02/2023 $2,682 $7,218 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 11/04/2022 $3,148 $3,322 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 1/02/2021 $4,784 $4,826 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 8/05/2020 $5,474 $4,298 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 26/03/2019 $7,346 $12,113 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 8/06/2018 $5,823 $6,402 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 16/06/2017 $7,534 $4,481 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Cailleen Eleanor Trengrove Member 1/01/2017
Derek James McGee Member 1/01/2017
Ronald Neil Anderson Member 1/01/2017
Ann Denyse Little Treasurer 1/12/2007
Robert Ian Kingan Trustee 1/12/2007
Barry Alexander Meikle Chairman 11/10/2004
Raymond Alister Wilson Member 12/12/2000
June Elizabeth Jones Secretary / Trustee 10/12/1993

Past Officers

Officer Name Position Past Since
Elspeth Joan Ludemann Committee Member 1/01/2016
Lindsay Mitchell Malcolm Trustee 19/12/2015
William Lawrence Heselwood Trustee 10/01/2014
William James Lindsay Simpson Trustee 17/08/2013

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)
3/05/2024 NOC013
2/05/2024 NOC011
31/03/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.