Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Norman E Willis Trust

Other Name (inc Trading Name):

Norman Willis Trust

Registration number:

CC58520

NZBN number:

9429048792356

Current Status:

Registered

Registration details

Date of Registration:

17/12/2020

Balance Date:

June 30

Address for service

Charity's Postal Address:

PO Box 33381

Wellington Mail Centre

Petone

Lower Hutt

5045

Charity's Street Address:

52 Beach Street

Petone

Lower Hutt

5012

Charity's other details

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC58520

Purpose & Structure

Charitable Purpose

Every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The purpose of the trust is to use the income from the trust fund for the purposes and projects of the Rotary Club of Petone Incorporated to the extent that these are charitable purposes under the laws of New Zealand from time to time.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Community development

Beneficiaries:

Voluntary bodies other than charities

Children / young people, Other charities, Older people, People with disabilities

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
30/06/2025	31/12/2025	11/12/2025	$27,716	$4,367	Included in Annual Return
30/06/2024	31/12/2024	28/01/2025	$32,750	$0	Included in Annual Return
30/06/2023	31/12/2023	14/02/2024	$0	$0	Included in Annual Return
30/06/2022	31/03/2023	24/03/2023	$0	$0	Included in Annual Return
30/06/2021	15/02/2022	15/02/2022	$0	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Gerhardt Mary Pallo	Secretary	5/12/2023
Pamela Mary Hanna	Chairperson	5/12/2023
Robert John Russell Wells	Treasurer	27/10/2020
Rotary Club of Petone Incorporated	Trustee	12/04/2016

Past Officers

Officer Name	Position	Past Since
Michelle Marie Stronach-Marsh	Secretary	4/12/2023
Philip John Paul Prendergast	Chairperson	4/12/2023
Pamela Russell Hanna	Chairperson	7/12/2021

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)
13/02/2024	NOC005
13/02/2024	NOC004
17/11/2021	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name