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Charity Summary

Charity Details

The Sir George Elliot Charitable Trust

Registration details

March 31

Address for service

C/o Martelli McKegg Lawyers
PO Box 5745, Victoria Street West
Auckland Central
Martelli McKegg Lawyers
Level 20, 188 Quay Street
Auckland Central

Charity's other details

09 300 7607
09 309 4112

Organisation with a focus on the following communities:


Purpose & Structure

Charitable Purpose

The Sir George Elliot Charitable Trust's principal purpose is to award three tertiary scholarships per year to young scholars leaving secondary school who have overcome great adversity, and who will go on to contribute to the well-being of the community in a wide range of spheres. Additionally, over the years, the trust has also supported many different community initiatives and projects, including the development of local hospices, provision of facilities for the care of the elderly and community facilities such as halls and large theatre complexes and other charitable causes. The trust remains committed to education in a way which balances that with community objectives.

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

Health, Community development, Arts / culture / heritage

Children / young people

Older people, General public

Entity Structure

Registered Charitable Trust Incorporated under the Charitable Trusts Act 1957 on the 6th day of March 1995. The Trust has one Chairman, seven Trustees, a Trust Solicitor and a Secretary who attend Trustee meetings.

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2024 30/09/2024 - - - To be filed To be filed
31/03/2023 30/09/2023 29/09/2023 $150,625 $514,941 load annual return's financial documents spinner gif
31/03/2022 31/10/2022 21/10/2022 $357,246 $439,894 load annual return's financial documents spinner gif
31/03/2021 30/09/2021 29/09/2021 $1,060,101 $218,343 load annual return's financial documents spinner gif
31/03/2020 30/09/2020 30/09/2020 $701,070 $1,086,955 load annual return's financial documents spinner gif
31/03/2019 30/09/2019 1/10/2019 $394,217 $207,077 load annual return's financial documents spinner gif
31/03/2018 30/09/2018 1/10/2018 $320,391 $197,257 load annual return's financial documents spinner gif
31/03/2017 30/09/2017 29/11/2017 $386,984 $219,781 load annual return's financial documents spinner gif
31/03/2016 30/09/2016 15/12/2016 $286,614 $182,553 load annual return's financial documents spinner gif
31/03/2015 30/09/2015 13/11/2015 $238,536 $197,717 load annual return's financial documents spinner gif
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Officer Details


Officer Name Position Effective Date
Lewis Thomas Grant Trustee 1/04/2023
Bronwyn Sarah Heath Trustee 6/03/2020
Margaret Joy Eaton Trustee 17/10/2019
Hamish David McCarroll Trustee 9/12/2016
Stephen Dermot Gerard Corbett Trustee 12/02/2010
William Alexander Cavin Trustee 25/07/2008
Geoffrey Denis Clews Trustee/Chairman 19/02/2008

Past Officers

Officer Name Position Past Since
Lynette Yvonne Adams Trustee 5/09/2023
Stuart Alan Middleton Trustee 31/12/2022
Richard Ian Barker Trustee 11/03/2021
Neha Patel Trustee 6/03/2020
Linda Fox Trustee 27/04/2018
Owen Erle Hoskin Trustee 25/07/2008
John Robert Archibald Trustee 11/04/2008

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)
11/04/2023 NOC021
29/03/2021 NOC017
26/03/2021 NOC016
12/02/2020 NOC014
2/05/2018 NOC011
15/02/2017 NOC009
19/12/2012 AR005
12/01/2011 NOC004
25/09/2008 NOC003
6/05/2008 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.