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Group Summary


Group Members


Below are all the members of J R McKenzie Trust Group.

The group owner is required to complete a consolidated annual return on behalf of its members. Consolidated annual return information for these members is available in the Annual Returns tab below.

Click into the individual members below to view their charity summary.

Member Charities
Jayar Charitable Trust
The J R McKenzie Trust

Group Details


J R McKenzie Trust Group

Registration details

Registered
26/01/2017
CC54094
March 31

Address for service

PO Box 10006
The Terrace
Wellington
6143
Level 7
86 Lambton Quay
Wellington Central
Wellington
6011

Group's other details

(04)4728876


Organisation with a focus on the following communities:

N/A

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.

Please note: these Annual Returns contain consolidated financial information for all members of this group.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2024 30/09/2024 12/09/2024 $8,148,000 $9,811,000 load annual return's financial documents spinner gif
31/03/2023 30/09/2023 15/09/2023 $5,993,000 $10,149,000 load annual return's financial documents spinner gif
31/03/2022 30/09/2022 30/09/2022 $5,924,000 $7,130,000 load annual return's financial documents spinner gif
31/03/2021 30/09/2021 23/09/2021 $7,857,000 $9,478,000 load annual return's financial documents spinner gif
31/03/2020 30/09/2020 1/10/2020 $6,118,000 $7,517,000 load annual return's financial documents spinner gif
31/03/2019 30/09/2019 30/09/2019 $8,244,000 $10,475,000 load annual return's financial documents spinner gif
31/03/2018 30/09/2018 27/09/2018 $6,518,000 $6,507,000 load annual return's financial documents spinner gif
31/03/2017 30/09/2017 30/10/2017 $6,570,000 $4,882,000 load annual return's financial documents spinner gif

Purpose & Structure


Charitable Purpose

To contribute to a socially just and inclusive Aotearoa New Zealand, mainly by making grants to community organisations.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Makes grants to organisations (includes schools or other charities), Sponsors / undertakes research, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Social services

Accommodation / housing, Education / training / research, Health, Community development, Employment, Economic development, Disability, Promotion of volunteering

Other charities

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, General public, Family / whanau, Migrants / refugees, Children / young people

Entity Structure

The J R McKenzie Trust makes grants and operates some programmes. The Jayar Charitable Trust oversees an investment portfolio, whose earnings are available for JRMT to distribute. Jayar Trustees are appointed by the JRMT Board.

Group Updates


There are no public Update Details change records for this group.

Group Documents


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Date Uploaded Document Type Reference Name

No group documents.