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Charity Summary

This is the charity information for: The Murray King Montfort Trimble Foundation Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The Murray King Montfort Trimble Foundation Trust

Other Name (inc Trading Name):

The Murray King Montfort Trimble Foundation Trust

Registration number:

CC28364

NZBN number:

9429042943853

Current Status:

Deregistered

Deregistration Date Requested:

30/04/2023

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$44,000

Liabilities:

$6,000

The Charity’s accumulated assets and income have been:

Distributed to another registered Charity or Charities

Charity/Charities:
- Estate of Montfort Trimble

Below are details of The Murray King Montfort Trimble Foundation Trust at the date of deregistration:

Legal name of the Charity:

The Murray King Montfort Trimble Foundation Trust

Other Name (inc Trading Name):

The Murray King Montfort Trimble Foundation Trust

Registration number:

CC28364

NZBN number:

9429042943853

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	30/04/2023	The charity is closing down permanently or has closed down (winding up)
Registered	30/06/2008

Name change history

Name	Effective Date
The Murray King Memorial Trust	30/06/2008
The Murray King Montfort Trimble Foundation Trust	1/02/2018

Address for service

Charity's Postal Address:

65 Miro Street

Lansdowne

Masterton

5810

Charity's other details

Phone:

0272422934

Email:

lindadave@xtra.co.nz

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC28364

Purpose & Structure

Charitable Purpose

Provide annual scholarship to tertiary students from the Wairarapa studying in the areas of sustainable land management and ecosystem health

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

Activities:

Makes grants / loans to individuals

Sectors:

Environment / conservation

Beneficiaries:

Children / young people

University Students

Entity Structure

A Trust, consisting of six trustees, including one Trustee from the Montfort Trimble Foundation. Administered by staff from the Wellington Regional Council and the Masterton District Council (finances)

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
30/06/2022	31/12/2022	10/10/2022	$2,610	$2,000	Included in Annual Return
30/06/2021	31/12/2021	16/12/2021	$693	$0	Included in Annual Return
30/06/2020	31/12/2020	29/10/2020	$3,420	$2,500	Included in Annual Return
30/06/2019	31/12/2019	24/10/2019	$1,487	$0	Included in Annual Return
30/06/2018	31/12/2018	6/11/2018	$1,648	$3,011	Included in Annual Return
30/06/2017	31/12/2017	24/01/2018	$16,334	$2,090	Included in Annual Return
30/06/2016	31/12/2016	19/04/2017	$2,343	$2,218	Included in Annual Return
30/06/2015	31/12/2015	19/04/2017	$2,491	$2,270	Included in Annual Return
30/06/2014	31/12/2014	23/02/2015	$2,424	$2,000	Included in Annual Return
30/06/2013	31/12/2013	18/12/2013	$494	$0	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Michael Reid Falloon	Trustee	1/01/2020
Janet Merle King	Trustee	30/06/2019
Garry Edward Daniell	Trustee	9/05/2008
Judith Dianne Callaghan	Trustee	9/05/2008
Shane Whitford Atkinson	Trustee	9/05/2008
David James Cameron	Trustee	20/11/1998

Past Officers

Officer Name	Position	Past Since
Andrew Pottinger	Trustee	31/12/2019
Miles Edward King	Trustee	30/06/2019
Donald John Carruthers	Trustee	22/02/2011

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)
27/02/2018	NOC007
18/11/2011	AR004
25/01/2011	AR003
26/11/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name