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Charity Summary


Charity Details

ADL Trust
CC52513
N/A
Registered

Registration details

23/10/2015
June 30

Name change history

Name Effective Date
Collaborative Therapy and Development Trust 23/10/2015
ADL Trust 9/06/2022

Address for service

PO Box 5714
Dunedin Central
Dunedin
9054
Level 3a John Wickliffe House
265 Princes Street
Dunedin Central
Dunedin
9016

Charity's other details

0276004841
finance@adlnz.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC52513

Purpose & Structure

Charitable Purpose

The Trust supports Counselling and Therapeutic services for young people (12-24 years) in Te Waipounamu. They assist those with substance misuse issues (alcohol and other drugs), mental health and wellbeing challenges, or both of these co-existing issues. Its wider purpose included in the Trust Deed is to a) Provide Therapeutic and Support Services to promote the mental and physical health of people in the South Island of New Zealand (the Region). b) Provide Personal Development and Wellness programs for people in the Region. c) provide Community Development programs and resources within the Region. d) Assist with giving suitable people the opportunity to be trained, supervised or resourced in the above areas. e) Provide consultancy services in relation to the above areas within the Region f) The provision of enabling grants to assist in the promotion, advancement and creation of educational opportunities.

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

Provides services (e.g. care / counselling)

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Sponsors / undertakes research, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Health

Education / training / research, Community development, Social services

Children / young people

Other charities, Voluntary bodies other than charities, Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
ADL Limited CC52512

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
30/06/2026 31/12/2026 - - - To be filed To be filed
30/06/2025 31/12/2025 19/11/2025 $6,653,080 $6,210,825 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 17/12/2024 $6,327,996 $5,953,054 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 27/12/2023 $7,009,300 $7,091,380 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 3/10/2022 $4,915,065 $4,755,349 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 27/09/2021 $4,122,505 $3,786,130 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 14/09/2020 $3,430,262 $3,324,598 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 12/02/2020 $3,292,298 $3,078,068 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 30/09/2018 $2,709,025 $2,277,541 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 26/09/2017 $2,294,209 $2,027,062 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This Annual Return will cover 15 months from 1 April 2022 until 30 June 2023.

Officer Details

Officers

Officer Name Position Effective Date
Nicola Rachel Swain Trustee 1/01/2025
Warwick Alexander Cambridge Trustee 27/06/2022
Gina Dianne Huakau Trustee 1/06/2021
Clive Michael McArthur Trustee 9/09/2015

Past Officers

Officer Name Position Past Since
Nicola Rachel Swain Trustee 28/06/2022
Rebecca Helen Wilson Trustee 28/06/2022
Mark Francis Rogers Trustee 31/01/2022
Scott Dale Blair Trustee 28/06/2021
Jennifer Alison Keys Trustee 1/06/2021
Malcolm John Creagh Trustee 1/06/2021
Simon Marshall Craddock Trustee 1/06/2021
Warwick Alexander Cambridge Trustee 1/06/2021
Madeleine Peacock Trustee 14/08/2020
Rebecca Kate Dobbs Trustee 19/08/2019

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)
18/12/2024 NOC035
22/08/2024 NOC033
11/12/2023 NOC031
3/07/2023 NOC030
13/03/2023 NOC029
7/07/2022 NOC027
30/06/2022 NOC026
9/06/2022 NOC025
1/02/2022 NOC024
1/07/2021 NOC022

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.