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Charity Summary


Charity Details

Otago Foundation Trust Board
Ecclesiastical And Educational Fund, No. 1 Trust
CC28243
N/A
Registered

Registration details

30/06/2008
December 31

Address for service

PO Box 1131
Dunedin
9054
Admin Building First Church of Otago
417 Moray Place
Dunedin Central
Dunedin
9016

Charity's other details

(03)4777364
factor@otagofoundation.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28243

Purpose & Structure

Charitable Purpose

To administer the various funds referred to in the Otago Foundation Trust Board Act 1992,upon, for, and subject to the trusts and purposes under and for which they are established. To acquire and hold in its name land and buildings upon trust for any congregation or Deacon's Court for the purpose or other benefit of a church or manse or church hall or glebe, and to administer the trusts under which such land and buildings are held.

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

Other (please state)

(Investment Trust provides income to Presbyterian Synod of Otago and Southland to donate at Synod's discretion.)

Religious activities

Education / training / research

Other charities

Children / young people, Religious groups, Educational groups

Entity Structure

The affairs of the Board shall be governed by a Board of Trustees which shall consist of not less than 5 nor more than 7 members.

Entities your charity controls

Name CC Registration Number
OFTB Limited CC28221
OFTB No. 2 Limited CC56780

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
31/12/2024 30/06/2025 29/04/2025 $3,778,497 $3,667,291 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 21/02/2024 $3,460,419 $3,318,545 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 20/02/2023 $2,943,243 $3,020,398 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 3/03/2022 $3,370,245 $2,982,005 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 9/03/2021 $2,536,936 $2,694,483 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 25/02/2020 $3,409,596 $2,803,019 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 17/04/2019 $4,449,402 $3,263,523 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 13/03/2018 $2,669,358 $4,361,631 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 20/03/2017 $3,741,858 $809,816 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2015 30/06/2016 8/03/2016 $2,800,858 $350,604 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Stephanie Christine Rose Trustee 11/05/2023
Margot Alison Skinner Trustee 25/10/2022
Joanne Jane Rogers Trustee 18/07/2019
Henry Martin Van Dyk Trustee 8/02/2018
Barry Ross Kelk Trustee 14/08/2008
Gary Mark Thomas Williams Trustee 30/06/2008
Sandra Elma Goodchild Trustee 30/06/2008

Past Officers

Officer Name Position Past Since
Wayne Russell Edwards Trustee 31/12/2022
Leslie Arthur Green Trustee 5/07/2022
Tony Jason Sycamore Trustee 1/12/2018
John Murray Rose Trustee 31/03/2017
Royden John Somerville Trustee 10/05/2012
Murray Alexander Ayson Trustee 14/08/2008
Henry Martin Van Dyk Trustee 14/12/2007

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)
20/02/2024 NOC025
16/05/2023 NOC024
17/04/2023 NOC023
2/02/2023 NOC021
25/10/2022 NOC020
27/07/2022 NOC019
12/07/2022 NOC018
14/06/2021 NOC016
22/07/2019 NOC013
24/05/2019 NOC012

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.