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Charity Summary


Charity Details

The A A W Jones Charitable Trust
CC28550
N/A
Registered

Registration details

30/06/2008
March 31

Address for service

P O Box 143
Dunedin
9054
123 Vogel Street
Dunedin Central
Dunedin
9016

Charity's other details

(03) 477 7312
(03) 477 5564
lana.lloyd@gallawaycookallan.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28550

Purpose & Structure

Charitable Purpose

The provision of funds for religious, educational and charitable purposes to other registered charities operating within the Otago region.

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

Other (please state)

(Makes grants to other registered charities)

Community development

Education / training / research, Environment / conservation, Social services, Religious activities, Arts / culture / heritage, People with disabilities

Other charities

People with disabilities, General public, Religious groups

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 To be filed
31/03/2025 30/09/2025 30/09/2025 $242,260 $201,852 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 30/09/2024 $212,162 $208,671 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 31/10/2023 11/10/2023 $165,106 $170,849 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 28/09/2022 $136,552 $196,765 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 24/09/2021 $149,055 $127,648 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 29/09/2020 $191,440 $143,961 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 30/09/2019 $205,012 $194,157 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 25/09/2018 $208,704 $129,861 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 28/09/2017 $196,424 $143,841 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Bertha Anne Godfrey Trustee 23/06/2025
Grant Murray Robertson Trustee 21/11/2024
Megan Kiri Potiki Trustee 10/05/2023
Stephen John Grant Trustee 29/08/1996
Garth Norman Gallaway Trustee 29/06/1992

Past Officers

Officer Name Position Past Since
David Roger Murdoch Trustee 21/11/2024
Steven Charles Benford Trustee 20/05/2024
David Christopher Graham Skegg Trustee 16/11/2022
Harlene Hayne Trustee 19/03/2021
Kelvin Peter Wright Trustee 17/04/2017
Iain Watson Gallaway Trustee 31/12/2012
Harlene Hayne Trustee 19/09/2012
George Howard Douglas Connor Trustee 30/11/2009

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)
29/10/2025 NOC022
26/05/2025 NOC020
28/09/2017 NOC011
27/02/2013 NOC006
19/09/2012 NOC005
14/10/2011 NOC004
12/10/2011 NOC003
26/09/2011 AR004
7/09/2010 AR003
21/04/2010 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.