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Charity Summary


Charity Details

Lloyd Morrison Foundation
CC46816
9429043218325
Registered

Registration details

27/07/2011
March 31

Name change history

Name Effective Date
HRL Morrison & Co Foundation 28/07/2011
Lloyd Morrison Foundation 21/07/2015

Address for service

PO Box 10808
Pipitea
Wellington
6140
Level 6
111 The Terrace
Wellington Central
Wellington
6011

Charity's other details

04 9788021
info@lloydmorrisonfoundation.org


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC46816

Purpose & Structure

Charitable Purpose

The Lloyd Morrison Foundation was established to support organisations that seek to improve the life of New Zealanders.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research

Health

Education / training / research, Environment / conservation, Community development, Emergency / disaster relief, Social services, Arts / culture / heritage, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Other charities

Children / young people, 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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2025 30/09/2025 29/08/2025 $1,275,438 $1,107,223 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 5/09/2024 $3,325,246 $1,123,864 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/11/2023 30/11/2023 $989,821 $1,123,193 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 26/09/2022 $8,177,294 $2,168,656 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 1/09/2021 $9,110,013 $683,558 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 25/08/2020 $8,075,891 $663,112 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 12/08/2019 $1,917,097 $545,121 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 31/08/2018 $1,964,103 $588,535 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 4/09/2017 $1,420,994 $631,062 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2016 30/09/2016 20/10/2016 $3,484,927 $516,069 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Janice Margaret Galloway Trustee 19/11/2018
Julie Louise Nevett Trustee 10/09/2011
Liberato Petagna Trustee 4/04/2011

Past Officers

Officer Name Position Past Since
Marko Bogoievski Trustee 19/11/2018
Susan Michelle Clifford Trustee 19/11/2018
Timothy Ian Brown Trustee 23/06/2015
Lloyd (hugh Richmond) Morrison Trustee 9/02/2012

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)
10/12/2021 NOC013
22/02/2019 NOC009
5/02/2019 NOC008
16/12/2015 NOC004
30/09/2014 NOC003
1/10/2013 AR002
9/11/2012 AR001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.