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Charity Summary


Charity Details

Otago Masonic Charitable Trust
CC39216
9429042794516
Registered

Registration details

30/06/2008
June 30

Address for service

4 Kipling Street
Waverley
Dunedin
9013

Charity's other details

0272213526
info.otago.charitable@gmail.com
https://omct.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC39216

Purpose & Structure

Charitable Purpose

The Otago Masonic Charitable Trust was established to financially assist community organisations and to administer funds bequeathed to the Trust in accordance with the terms of those bequests.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Community development

Accommodation / housing, Education / training / research, Social services, People with disabilities

Other (please state)

(We supply grants to community trusts, community focused organisations and scholarships to educational institutions and individuals.)

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
30/06/2026 31/12/2026 - - - To be filed To be filed
30/06/2025 31/12/2025 17/12/2025 $395,683 $161,669 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 3/02/2025 $203,684 $150,544 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 3/02/2024 $236,949 $424,560 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 13/04/2023 $157,104 $160,965 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 20/02/2022 20/05/2022 $147,753 $92,922 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 20/05/2022 $164,485 $127,615 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 8/01/2020 $226,623 $134,146 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 15/02/2019 7/06/2019 $570,870 $155,675 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/03/2018 2/05/2018 $207,320 $118,576 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Allan Grant Trustee 7/11/2022
Bruce Daniell Trustee 7/11/2022
Bruce Suszko Trustee 7/11/2022
Graeme Bell Trustee 7/11/2022
Richard Todd Trustee 7/11/2022
Christopher Raymond Walker Trustee 18/11/2019
Mervyn Alexander Gilkinson Trustee 18/11/2019
Richard WELLS Trustee 20/11/2017
Will BYARS Trustee 20/11/2017
Colin Walter Weir Trustee 14/11/2016

Past Officers

Officer Name Position Past Since
Stephen Gibbons Trustee 20/11/2023
Aaron Patrick DYSON Trustee 21/11/2022
Graeme MUNRO Trustee 21/11/2022
John Bradfield Trustee 21/11/2022
Barry Marwood Jackson Trustee 31/03/2022
John DENNISON Trustee 18/11/2019
Stewart DALE Trustee 18/11/2019
William Logan Affleck Trustee 18/11/2019
Dwayne Tebbutt Trustee 19/11/2018
John Leslie WREN POTTER Trustee 19/11/2018

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)
3/02/2026 NOC019
3/02/2024 NOC016
4/07/2022 NOC013
17/12/2019 NOC009
18/12/2013 NOC005
18/12/2012 AR005
30/01/2012 AR004
29/12/2010 AR003
30/12/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.