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Charity Summary


Charity Details

Ida Macdonald Charitable Trust
CC11412
9429042950882
Registered

Registration details

22/10/2007
March 31

Address for service

21 Brandon Street
Alexandra
9320

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC11412

Purpose & Structure

Charitable Purpose

The relief of poverty, the advancement of education and religion and any other purpose beneficial to the community within Roxburgh Ward of the Central Otago District

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

Makes grants to organisations (including schools or other charities)

Provides other finance (e.g. investment funds)

Other (please state)

(Makes Grants/Loans to Organisations), Education / training / research, Health, Social services, Religious activities, Arts / culture / heritage, Sport / recreation

Other (please state)

(Residents of the Roxburgh Ward of the Central Otago District Council region)

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 by 30 September 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2009.

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 22/09/2025 $22,555 $21,874 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 16/09/2024 $22,873 $17,560 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 25/10/2023 $650 $217,000 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 11/07/2022 $13,692 $19,570 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 24/09/2021 $79,857 $7,870 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 21/08/2020 $11,442 $12,522 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 31/10/2019 $10,568 $32,250 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 2/10/2018 $20,047 $45,044 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 20/09/2017 $28,757 $34,048 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Mark Adrian Jessop Trustee 29/11/2022
Kirsten Mary Knights Trustee 1/01/2019
Sally Louise Feinerman Trustee 1/01/2018
Dennis Kirkpatrick Trustee 27/09/2007
John Kerr Trustee 27/09/2007

Past Officers

Officer Name Position Past Since
Raymond Alexander Gunn Trustee 29/11/2022
Russell Checketts Trustee 21/12/2018
Raymond Gunn Trustee 1/12/2016
Helen Pinder member trustee 11/11/2015
Stephen Jeffery member trustee 30/06/2011

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)
6/09/2011 AR004
27/08/2010 AR003
25/08/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.