Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Spencer Maxwell Foundation Trust

Registration number:

CC59277

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

29/04/2021

Balance Date:

March 31

Address for service

Charity's Postal Address:

67 Waitaua Road

Kauri

0185

Charity's other details

Website:

http://www.spencermaxwellfoundation.org.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/CC59277

Purpose & Structure

Charitable Purpose

Please refer to the previously uploaded document titled "Spencer Maxwell Foundation Trust - Charitable purposes".

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

Activities:

Makes grants / loans to individuals

Provides services (e.g. care / counselling)

Sectors:

Health

Beneficiaries:

General public

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
31/03/2026	30/09/2026	3/08/2026	$3,040,713	$5,941	Included in Annual Return
31/03/2025	30/09/2025	25/08/2025	$0	$0	Included in Annual Return
31/03/2024	30/09/2024	27/08/2024	$0	$0	Included in Annual Return
31/03/2023	30/09/2023	17/07/2023	$0	$0	Included in Annual Return
31/03/2022	30/09/2022	21/08/2022	$6,000	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Colette Ruth Adrian	Trustee	20/07/2021
Anna Louise Birkenhead	Trustee	29/03/2021

Past Officers

Officer Name	Position	Past Since
David Francis Rooney	Trustee	24/08/2025

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)
26/08/2025	NOC006

Charity Documents

Date Uploaded	Document Type	Reference Name