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Charity Summary


Charity Details


The Whalan Lodge Trust
Whalan Lodge Rest Home
CC51704
9429042891338
Registered

Registration details

16/02/2015
March 31

Address for service

5 Diggers Gully Road
Kurow
9435

Charity's other details

03 436 0578
https://www.facebook.com/groups/738073852944012


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Whalan Lodge Trust has been set up for the benefit of the people of the Waitaki and Hakataramea Valleys and Twizel and the MacKenzie Basin or in other such North Otago areas as the Trustees may recognise the need for funding for the purpose of holding and administering for health and related purposes for the advancement of education, relief of poverty or for the benefit of the community.

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

Other (please state)

(Providing an Aged and Disability Care facility)

Health

Residential rest home

Older people

People with disabilities, Family / whanau, Local community provide employment

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 26/09/2025 $1,023,619 $887,921 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 23/08/2024 $826,162 $788,971 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 21/09/2023 $740,564 $737,567 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 6/09/2022 $659,090 $657,814 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 16/09/2021 $669,061 $617,174 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 30/09/2020 $586,559 $604,352 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 31/01/2020 20/01/2020 $660,700 $624,010 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 1/10/2018 $590,163 $554,166 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 9/03/2018 $274,030 $345,858 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Hamish David Kay Trustee 25/02/2026
Kathryn Joan Horn Trustee 25/02/2026
Karen Elaine Ramsay Trustee 18/09/2025
Joanne Robyn Paterson Trustee 19/09/2024
Michael James Lee Chairperson 19/09/2024
Patricia Mary McCosker Trustee 19/09/2024
Simon Taylor Trustee 1/04/2019
Susan Adair Ross Trustee 1/09/2006

Past Officers

Officer Name Position Past Since
Ethel Gray Trustee 18/09/2025
James Meehan Trustee 18/09/2025
Kathryn Mary Jane Pavletich Trustee 18/09/2025
Brian Henry McCone Chairperson 19/09/2024
Peter McIlraith Trustee 19/09/2024
Alan Malcolm Cleave Trustee 22/08/2023
Robert William Sutton Trustee 22/03/2018
Sandra Joanne Hotton Trustee 22/03/2018
Hugh Alexander Cameron Chairperson 1/09/2017
Margaret Frances Macleod Trustee 1/04/2017

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)
17/06/2026 NOC019
21/10/2024 NOC017
23/05/2023 NOC013
28/01/2020 NOC009
19/04/2018 NOC005

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.