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Charity Summary


Charity Details

Wakatipu Heritage Trust
CC48315
9429043236596
Registered

Registration details

25/05/2012
March 31

Address for service

PO Box 811
Queenstown
9348
1 Arthurs Point Road
RD 1
Queenstown
9371

Charity's other details

0272337934
jan.maxwell@qldc.govt.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC48315

Purpose & Structure

Charitable Purpose

To identify manage and support the conservation, restoration and development of historic sites. To rank the identified conservation projects in order of priority. To seek funding for the purposes of the Trust. To seek accept and receive public and private donations for the benefit of the general purposes of the Trust. To identify and collate information on heritage sites which have no statutory protection. To enhance community involvement in all aspects of the work of the Trust.

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

Other (please state)

(Protection and restoration of heritage sites)

Environment / conservation

Education / training / research, Arts / culture / heritage

Other (please state)

(Wakatipu community and other heritage groups), Voluntary bodies other than charities, General public

Entity Structure

The Trust is made up of settlors of the Trust being the Chief Executive of the Queenstown Lakes District Council and the Operations Manager of the Department of Conservation. There are at least Five trustees including a Council appointed trustee. DOC provides administrative support and Council assists with Treasurer role.

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2023 30/09/2023 27/06/2023 $167,798 $85,973 load annual return's financial documents spinner gif
31/03/2022 30/09/2022 9/08/2022 $18,905 $13,966 load annual return's financial documents spinner gif
31/03/2021 30/09/2021 29/07/2021 $149,354 $0 load annual return's financial documents spinner gif
31/03/2020 30/09/2020 29/09/2020 $4,005 $7,498 load annual return's financial documents spinner gif
31/03/2019 30/09/2019 30/09/2019 $27 $9,145 load annual return's financial documents spinner gif
31/03/2018 30/09/2018 10/07/2018 $92,292 $126,958 load annual return's financial documents spinner gif
31/03/2017 30/09/2017 17/08/2017 $90,032 $79,761 load annual return's financial documents spinner gif
31/03/2016 30/09/2016 14/12/2016 $16,915 $3,895 load annual return's financial documents spinner gif
31/03/2015 30/09/2015 21/10/2015 $36,494 $14,929 load annual return's financial documents spinner gif
31/03/2014 30/09/2014 7/08/2014 $9,251 $30,653 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Gillian Macleod Trustee 22/02/2017
Craig Ferguson Queenstown Lakes District Council appointed trustee 25/01/2017
David Mayhew Trustee 1/09/2016
Marion Borrell Trustee 24/10/2013
David Clarke Trustee 22/02/2012

Past Officers

Officer Name Position Past Since
Grant Hensman Trustee 13/06/2023
Geoffrey Owen Settlor - Department of Conservation Operations Manager for Wakatipu District 20/04/2021
Jan Marie Maxwell Treasurer 20/04/2021
Luke Place Queenstown Lakes District Council representative 20/04/2021
Mike Theelen Settlor - Queenstown Lakes District Council Chief Executive 20/04/2021
Rhiannon Margaret McLean Administration Support 1/02/2021
Mary-Anne Cameron Administration Support 12/03/2019
Louise White Council appointed trustee 25/01/2017
Helen O'Leary Trustee 26/10/2016
John Melville Gazzard Trustee 26/10/2016

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)
17/06/2021 NOC013
20/04/2021 NOC012
1/02/2021 NOC011
12/03/2019 NOC008
18/12/2013 NOC004
6/09/2013 NOC001
15/01/2013 AR002
20/11/2012 AR001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.