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Charity Summary


Charity Details


Canterbury Education and Research Trust for the Health of Older Persons
CC32596
9429042601913
Registered

Registration details

30/06/2008
December 31

Name change history

Name Effective Date
Canterbury Healthcare for the Elderly Educational Trust 30/06/2008
Canterbury Education and Research Trust for the Health of Older Persons 5/07/2021

Address for service

C/- TREASURY ACCOUNTANT
UNIVERSITY OF OTAGO
PO Box 56
Dunedin
9054
Clocktower Building, Leith Street
Dunedin
9016

Charity's other details

03 479 5219


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To promote effective and enthusiastic teaching of health care for the older persons in a wide variety of disciplines and in the community; To work towards the establishment and support of an academic department of health care for the older persons. To promote research in the health care of the older persons; To promote and maintain the health and status of the older persons in Canterbury both in the community and in institutions.

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

Makes grants to organisations (including schools or other charities)

Provides services (e.g. care / counselling), Maintain Health

Education / training / research

Health, Fund-raising

Other (please state)

(University of Otago)

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
31/12/2025 30/06/2026 3/06/2026 $93,658 $43,851 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 30/06/2025 $109,787 $6,051 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 26/06/2024 $132,993 $65,845 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 8/06/2023 $128,735 $209,116 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 27/05/2022 $72,444 $10,051 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 21/05/2021 $57,894 $13,494 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 15/06/2020 $141,714 $5,400 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 19/06/2019 $2,244 $12,951 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 26/06/2018 $84,576 $5,451 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 24/07/2017 $41,668 $11,944 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Anette Aroha Finlay Trustee 10/06/2025
Mackenzie Ray Katting Trustee 10/06/2025
ANNA RICHARDSON TRUSTEE 12/10/2021
KATHRYN ANN PERI TRUSTEE 11/08/2021
Patricia Aileen Adams Trustee 13/04/2021
Peter Ballantyne Trustee 26/02/2015
Gina Tillard Trustee 1/01/2005
Tim Wilkinson Trustee 1/01/2005
Nigel Gilchrist Trustee 1/01/1995
Richard Sainsbury Trustee 1/01/1990

Past Officers

Officer Name Position Past Since
James Martin Lee Trustee 10/06/2025
Andrew Dickerson Trustee 9/12/2024
ROBYN LILLEY TRUSTEE 5/03/2024
Kaye Barbara Milligan Trustee 12/10/2021
David Murdoch Trustee 11/10/2021
Daniel Stephen Coward Trustee 8/09/2021
Stephen Leslie Phillips Trustee 13/04/2021
Daphne Manderson Trustee 30/06/2017
Peter Richard Joyce Trustee 11/01/2017
Barry Hadlee Trustee 26/02/2015
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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)
25/07/2025 NOC024
4/03/2025 NOC022
20/06/2024 NOC020
28/02/2024 NOC019
18/11/2021 NOC016
5/11/2021 NOC015
5/11/2021 NOC014
12/08/2021 NOC013
24/06/2021 NOC012
1/05/2021 NOC010
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.