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Charity Summary


Charity Details

The Healthcare Otago Charitable Trust
CC11120
9429042779056
Registered

Registration details

16/09/2007
June 30

Address for service

PO Box 5848
Moray Place
Dunedin
9058
BB&S, Level 1, Westpac Building
106 George Street
Dunedin Central
Dunedin
9016

Charity's other details

secretary@hcocharitabletrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC11120

Purpose & Structure

Charitable Purpose

To support health based initiatives in the Otago Region

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research

Health

Education / training / research, People with disabilities

General public

Children / young people, Other charities, Voluntary bodies other than 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 Annual Return Summary
30/06/2025 31/12/2025 3/02/2026 $2,326,323 $833,099 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 13/02/2025 $1,197,305 $745,015 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 29/02/2024 29/01/2024 $1,457,882 $572,688 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 18/11/2022 $35,718 $953,554 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 1/11/2021 $2,833,361 $671,209 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 21/09/2020 $1,191,509 $549,589 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 5/11/2019 $1,259,524 $694,180 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 23/08/2018 $1,275,002 $516,590 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 23/08/2018 $1,057,005 $467,014 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 17/01/2017 $942,470 $535,749 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Lyndell Kelly Trustee 18/11/2021
Mary Therese Flannery Trustee 21/02/2014
Paul William Moodie Trustee 6/09/2007
Richard John Thomson Trustee 6/09/2007

Past Officers

Officer Name Position Past Since
Gilbert Olivier Barbezat Trustee 21/04/2023
Ilka Beekhuis Trustee 19/11/2021
Norma Jean Restieaux Trustee 5/12/2014
David Ross Black Trustee 21/02/2014

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)
10/12/2014 NOC010
6/06/2014 NOC009
6/06/2014 NOC008
4/02/2014 NOC007
27/02/2013 NOC003
28/06/2011 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.