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Charity Summary


Charity Details


U3A Nelson Incorporated
CC55900
9429043291939
Registered

Registration details

13/08/2018
March 31

Address for service

168 Atawhai Drive
Atawhai
Nelson
7010

Charity's other details

0274971611


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

A learning community for people in Nelson and beyond who are over the age of 50. We facilitate opportunities for members with shared interests to study in small groups and expand their knowledge, skills, and talents. We also invite interesting speakers to present to the whole membership. The wide ranging study topics are initiated by members and include science, art, history, humanities and personal development. Bi monthly membership meetings provide opportunity to hear lectures from experts.

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

Provides advice / information / advocacy

Education / training / research

Older 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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 17/06/2026 $6,299 $11,514 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 30/06/2025 $11,959 $10,933 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 5/06/2024 $15,505 $9,267 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 29/08/2023 $5,972 $4,845 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 13/07/2022 $3,316 $3,638 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 6/07/2021 $6,563 $5,736 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 31/08/2020 $8,342 $4,888 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 28/05/2019 $5,250 $11,751 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details


Officers

Officer Name Position Effective Date
Beverley Mockett Secretary 22/04/2026
Hillary Ann Carpenter Study Groups Coordinator 3/05/2023
Jennifer Jane Pullen Committee member 4/05/2022
Andrew Mason IT Coordinator 5/05/2021
Wendy Cornish President 1/05/2019
Paul Lunberg Immediate Past President 26/04/2017

Past Officers

Officer Name Position Past Since
Deirdre MacAlpine Secretary 22/04/2026
Patricia Anne White New Member Coordinator 22/04/2026
David Wright IT Coordinator 7/05/2025
Steven Shaw Study Group Coordinator 7/05/2025
Trevor Lewis Newsletter Editor 7/05/2025
Judith Ann Pittman Committee Member 1/05/2024
Allison Robertson Treasurer 3/05/2023
Catherine Nan Turner Communications & Publicity 3/05/2023
David Turner Immediate past president 3/05/2023
William Brett Secretary 3/05/2023
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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 NOC009
5/06/2024 NOC007

Charity Documents


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