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Charity Summary


Charity Details

Rotary Club of Whakatu Charitable Trust
CC49270
9429043245086
Registered

Registration details

2/05/2013
June 30

Address for service

44A Bronte Street
Nelson
7010

Charity's other details

021 323 749
mcguin4@gmail.com


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC49270

Purpose & Structure

Charitable Purpose

1. To promote the improvement of literacy and numeracy in schools and other learning organizations. 2. To improve our community by meeting the needs of various groups through service and fundraising projects. 3. To promote the development of leadership and vocational skills in the community.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides human resources (e.g. staff / volunteers)

Fund-raising

Education / training / research, Community development, Emergency / disaster relief, Social services, Sport / recreation, International activities

General public

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
30/06/2025 31/12/2025 17/09/2025 $51,371 $2,650 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 8/11/2024 $298,635 $275,991 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 21/11/2023 $2,023 $6,500 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 3/11/2022 $6,003 $12,552 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 26/10/2021 $173,757 $165,741 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 26/10/2020 $21,703 $125,153 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 17/10/2019 $189,383 $83,951 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 10/10/2018 $3,024 $5,225 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 8/08/2017 $5,116 $2,760 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 27/10/2016 $5,100 $2,540 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Julie Robyn Bryant Trustee 29/08/2025
Wendy Fay Goode Trustee 29/08/2025
William Richard Wagstaff Trustee 24/10/2024
Deliese Amber MacKay Trustee 6/10/2023
David John Thompson Trustee 23/01/2023
Martin Du Ruyter Trustee 16/10/2020
Paul McGuinness Secretary 22/06/2012

Past Officers

Officer Name Position Past Since
Brian James McGurk Trustee 29/08/2025
Karen Elizabeth Stade Trustee 25/10/2024
Kristine Barbara Marriott Trustee 23/01/2023
Steve Kelso Trustee 16/10/2020
Shane Davies Trustee 27/09/2019
Sean Andrew Thomas Trustee 14/09/2018
Anne-Marie Gully Trustee 31/12/2017
Michelle Hunt Trustee 30/06/2014
Sandra Young Trustee 18/03/2014
Hugh Briggs Trustee 22/11/2013

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)
20/11/2023 NOC017
27/01/2023 NOC016
16/11/2020 NOC013
17/10/2019 NOC010
10/10/2018 NOC008
11/02/2018 NOC007
3/12/2014 NOC004
24/03/2014 NOC003
10/12/2013 NOC002
20/11/2013 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.