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Charity Summary


Charity Details

The Values Trust
CC59946
9429050280759
Registered

Registration details

22/02/2022
March 31

Address for service

PO Box 258
Waikato Mail Centre
Hamilton Central
Hamilton
3240
34 Matakotea Road
RD 1
Hamilton Central
Raglan
3295

Charity's other details

https://www.valuestrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC59946

Purpose & Structure

Charitable Purpose

Providing financial support for purposes beneficial to the community including funding for protection of the environment by supporting regeneration of the natural environment and sustainability of land for future generations, and protection and easing of suffering of animals. Our three focus areas are Climate, Creatures, and Children's Literacy. As per our Trust Deed, this includes: Advancement of education by developing the literacy of children to allow them to learn and thrive by providing books, equipment, financial support, scholarships, grants, and more.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Education / training / research

Care / protection of animals

Other charities

Children / young people, Voluntary bodies other than charities, Animals, 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.

Exemptions

This charity has been granted an exemption from filing an annual return for the year ending 31 March 2022 under Section 43 of the Charities Act 2005.

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 8/09/2025 $262,704 $295,747 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 26/09/2024 $265,249 $177,126 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 16/09/2023 $5,368,552 $9,543 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 - - - - Exempt

Officer Details

Officers

Officer Name Position Effective Date
David Brett Hearth Trustee 26/01/2024
Craig Duncan Stephen Trustee 29/09/2022
Cheryl Reynolds Trustee 22/02/2022
Latesha Hearth Trustee 2/02/2022

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)
29/09/2024 NOC008
15/02/2024 NOC006
7/02/2024 NOC005
29/09/2022 NOC003
18/03/2022 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.