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Charity Summary


Charity Details

JBW McKenzie Trust
CC34422
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

831 Diamond Peak Road
RD 2
Kaiwera
Gore
9772

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC34422

Purpose & Structure

Charitable Purpose

To provide donations and grants to individuals and organisations for charitable purposes.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Social services

Health, Community development, Religious activities

Other charities

Children / young people, Voluntary bodies other than charities, Older people, People with disabilities, General public, Family / whanau, Religious groups

Entity Structure

The Trustees oversee the Trust investments and approve donations and grants.

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 - - - To be filed To be filed
30/06/2024 31/12/2024 - - - To be filed To be filed
30/06/2023 31/12/2023 28/03/2024 $114,274 $175,082 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 1/02/2023 $93,033 $131,598 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 11/01/2022 $73,343 $94,013 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 2/12/2020 $77,237 $189,939 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 12/07/2019 $80,982 $103,705 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 10/10/2018 $76,551 $92,994 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 10/10/2018 $64,339 $76,375 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 4/01/2017 $66,932 $97,773 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Caroline Knight Trustee 1/07/2019
Lisa Jayne Thomas Trustee 29/10/2008
Malcolm John McKenzie Trustee 25/07/1990

Past Officers

Officer Name Position Past Since
Grace Winifred Powell Trustee 30/06/2019
Marjory May McKenzie Trustee 30/06/2018

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)
2/12/2020 NOC015
27/09/2019 NOC013
30/07/2019 NOC012
29/07/2019 NOC011
23/01/2012 AR004
23/12/2010 AR003
16/12/2009 AR002
13/03/2009 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.