Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Alex McLean Charitable Trust

Registration number:

CC23526

NZBN number:

9429043065455

Current Status:

Registered

Registration details

Date of Registration:

28/04/2008

Balance Date:

March 31

Address for service

Charity's Postal Address:

C/ - WRMK LAWYERS Private Bag 9012

Whangarei Mail Centre

Whangarei

148

Charity's Street Address:

C/ - WRMK LAWYERS

9 Hunt Street

Whangarei

110

Charity's other details

Phone:

(09)4389479

Fax:

(09)4387825

Email:

bill@russellturner.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC23526

Purpose & Structure

Charitable Purpose

Established for purposes beneficial to the community and includes any charitable purpose as defined in Sec 2 & Se 38 of the Charitable Trust Act 1957, but excludes all purposes which are not charitable. The Trustees endeavor to carry out the benefactors wish to enhance the lives of all the people of the region by wisely allocating, equitably showing and responsible managing the resources held for present & future generations.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Acts as an umbrella / resource body, Provides human resources (e.g. staff / volunteers), Not Yet Known

Sectors:

Social services

Education / training / research, Environment / conservation, Community development, Religious activities, Arts / culture / heritage, Sport / recreation, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Beneficiaries:

Other charities

People with disabilities, Religious groups, Not Yet Known

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

31/03/2026

30/09/2026

To be filed

31/03/2025

30/09/2025

28/10/2025

$59,339

$77,932

31/03/2024

30/09/2024

14/11/2024

$72,215

$64,648

31/03/2023

30/09/2023

28/11/2023

$100,976

$50,004

31/03/2022

30/09/2022

11/10/2022

$31,894

$55,815

31/03/2021

30/09/2021

18/11/2021

$37,076

$47,928

31/03/2020

30/09/2020

30/06/2020

$45,600

$67,902

31/03/2019

30/09/2019

27/06/2019

$48,142

$48,154

31/03/2018

30/09/2018

31/07/2018

$49,825

$52,039

31/03/2017

30/09/2017

31/08/2017

$71,147

$35,435

Officer Details

Officers

Officer Name	Position	Effective Date
Vanessa Joy Crosby	Trustee	21/04/2021
Trudy Maree Newton	Trustee	13/09/2016
Graeme John Worthy	Trustee	29/04/2008
Laurence William Roberts	Trustee	29/04/2008

Past Officers

Officer Name	Position	Past Since
Neil Finlay McNab	Trustee	21/04/2021
Desmond Watson McLean	Trustee	13/09/2016

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)
16/09/2016	NOC006
26/08/2013	AR006
7/09/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name