Charities Services

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Charity Summary

Charity Details

Legal name of the Charity:

Wanaka Medical Centre Foundation Trust

Other Name (inc Trading Name):

Wanaka Medical Centre Foundation Trust

Registration number:

CC57024

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

29/07/2019

Balance Date:

March 31

Address for service

Charity's Postal Address:

24 Dungarvon Street

Wanaka

9305

Charity's other details

Phone:

03 443 0710

Email:

amcleod@wanakamedical.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC57024

Purpose & Structure

Charitable Purpose

Engaging in medical related charitable works by providing various direct medical assistance to those identified as being ill or indigent in the Upper Clutha district, whether that illness is terminal or not. Promoting within the community the management of certain diseases including disease prevention. Providing training for those assisting the Trust to carrying out its various activities with success and supporting volunteers within the Trust.

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

Activities:

Makes grants to organisations (including schools or other charities)

Provides services (e.g. care / counselling), Provides advice / information / advocacy

Sectors:

Health

Beneficiaries:

Other (please state)

(Health related organisations)

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	14/04/2025	$1,012	$31,686	Included in Annual Return
31/03/2024	30/09/2024	14/07/2024	$1,593	$25,000	Included in Annual Return
31/03/2023	30/09/2023	29/07/2023	$596	$2,857	Included in Annual Return
31/03/2022	30/09/2022	15/09/2022	$558,861	$13,200	Included in Annual Return
31/03/2021	30/09/2021	8/08/2021	$2	$5,390	Included in Annual Return
31/03/2020	30/09/2020	5/11/2020	$300,000	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Andrew Ian McLeod	Trustee	1/07/2019
David Stanley Allen	Trustee	1/07/2019
Joanna Louise Millis	Trustee	1/07/2019

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)
2/03/2020	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name