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Charity Summary


Charity Details

Alex McKenzie Memorial Arboretum Charitable Trust Board
Alex McKenzie Arboretum Trust
CC24689
9429043176540
Registered

Registration details

21/05/2008
June 30

Address for service

SOUTHLAND DISTRICT COUNCIL OFFICES
174 Main Street
Otautau
9610

Charity's other details

027 243 1227
wsjamarshall@xtra.co.nz
Alex McKenzie Memorial Arboretum


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24689

Purpose & Structure

Charitable Purpose

To benefit the community by undertaking management, preservation and development, of a special collection of trees in the Alex McKenzie Memorial Arboretum.

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

Other (please state)

(Manages An Arboretum, Preserve and Enhance the Arboretum and Park), Provides buildings / facilities / open space

Environment / conservation

Education / training / research, Community development, Arts / culture / heritage, Sport / recreation

General public

Children / young people, Older people, Animals

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 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 1/09/2025 $3,289 $4,237 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 23/09/2024 $3,989 $322 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 12/10/2023 $732 $347 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 4/11/2022 $1,355 $311 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 16/10/2021 $1,150 $1,371 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 28/10/2020 $2,786 $3,469 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 7/11/2019 $2,104 $859 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 24/09/2018 $2,356 $1,558 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 24/10/2017 $597 $4,774 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 28/09/2016 $4,833 $5,255 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Scott Thomas McKenzie Trustee 30/03/2026
Jennifer Anne Marshall trustee/Interim Chairperson 10/11/2021
Gwen Garfield Roff Trustee 25/05/2015
William Stuart Marshall Trustee 26/08/2009
Janice Claire Lowrey Trustee/treasurer 27/08/2008

Past Officers

Officer Name Position Past Since
Sandra Lee Mckenzie Trustee/ chairperson 31/03/2026
George William Stearne Trustee 29/09/2021
Anthony Wayne Trainor Trustee 24/08/2021
Anna Marie Yates Trustee 26/01/2020
Bruce William Yates Trustee 26/01/2020
Ken Davidson Trustee 31/08/2016
Pamela Ruth Jenkins Trustee 26/08/2015
Philip Cordes Trustee 30/11/2014
Sharon Cordes Trustee 30/11/2014
Stuart Baird Trustee 30/06/2014

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)
1/04/2026 NOC023
3/03/2026 NOC022
17/11/2021 NOC017
12/10/2021 NOC015
29/01/2020 NOC013
8/06/2015 NOC008
26/11/2014 NOC007
28/08/2012 NOC004
15/11/2010 AR003
30/09/2009 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.