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Charity Summary


Charity Details

Joan Fernie Charitable Trust Board
CC28680
9429042666202
Registered

Registration details

30/06/2008
June 30

Address for service

64 Chesterhope Road
RD 3
Pakowhai
Napier
4183

Charity's other details

https://www.joanfernietrust.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28680

Purpose & Structure

Charitable Purpose

Makes grants to individuals. Makes grants to organisations.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides buildings / facilities / open space

Community development

Education / training / research, Health, Social services, Arts / culture / heritage, Sport / recreation, Care / protection of animals, People with disabilities

Other charities

Children / young people, Voluntary bodies other than charities, Older people, Animals, People with disabilities, General public

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 25/06/2026 $10,247,995 $5,022,294 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 24/02/2026 $7,714,695 $10,101,581 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 29/02/2024 23/04/2024 $6,109,364 $5,832,881 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 23/12/2022 $6,279,542 $3,779,514 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 22/12/2021 $4,998,158 $3,478,600 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 21/12/2020 $5,192,447 $7,788,394 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 14/01/2020 $7,216,374 $3,414,977 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 19/12/2018 $5,089,321 $3,100,672 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 22/06/2018 $5,014,524 $3,074,301 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 12/03/2018 $4,486,311 $2,969,767 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Anna Leith Apatu Board Member 23/06/2023
Marcus Octavius Bousfield Board Member 31/03/2023
Michael David Barham Board Member 23/12/2022
Edward Anthony Bostock Board Member 27/03/2017

Past Officers

Officer Name Position Past Since
Bruce James MacDonald Trustee 23/06/2023
Grant Malcolm MacDonald Trustee 23/06/2023
Malcolm Douglas MacDonald Trustee 23/12/2022
Malcolm Ian Taylor Trustee 23/12/2022
Emma Elizabeth Lowe Trustee 24/11/2016

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)
4/12/2023 NOC017
19/10/2023 NOC016
31/03/2023 NOC015
3/02/2023 NOC014
2/02/2023 NOC013
30/11/2016 NOC004
16/11/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.