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Charity Summary


Charity Details

Alexandra Primary School Charitable Trust
Alexandra Pumanawa Trust (APT)
CC50508
9429043321971
Registered

Registration details

16/11/2012
December 31

Address for service

151 Conroys Road
Rd1
Alexandra
9391
1 Ventry Street
Alexandra 9320
Alexandra
9320

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC50508

Purpose & Structure

Charitable Purpose

The Trust has the following Charitable objects and purpose. To promote the wider community of Alexandra by providing support and offering opportunities through education and the arts, celebrating the diverse cultures and heritage that enrich our area. To provide land and buildings, equipment, facilities and other resources for the educational and wider educational community to enable the purpose of the Trust to be achieved. To support educational kaimahi (staff) and ākonga (students) by providing resources, equipment and educational opportunities to the learning centres throughout Otago and Southland. To do all such things as are incidental or conducive to the attainment of one or more of the above charitable objects including receiving income, donations and grants raising funds generally for Charitable purposes.

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

Provides buildings / facilities / open space

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides services (e.g. care / counselling), Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Education / training / research

Community development, Social services, Arts / culture / heritage, Sport / recreation, Fund-raising

Children / young people

General public, Family / whanau

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 25/05/2026 $20,033 $14,000 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 29/09/2025 $15,971 $16,577 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 22/05/2024 $19,993 $16,641 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 3/08/2023 $16,037 $19,963 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 11/04/2022 $21,415 $24,165 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 23/05/2021 $19,832 $21,809 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 31/07/2020 $21,517 $20,999 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 29/05/2019 $21,482 $14,024 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 10/08/2018 $10,894 $12,788 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 20/12/2017 $15,482 $17,435 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Matthew David Gorman Trustee 29/09/2025
Fiona Mackley director 22/03/2022
Kirk Edwin Pritchard Director 3/01/2022
Fiona Mackley Trustee 26/05/2021
Michael Ian Olsen Trustee 26/05/2012

Past Officers

Officer Name Position Past Since
Ian Grant Trustee 31/07/2025
George Richard Collier Trustee 1/12/2021
Adele Colleen Gott Trustee 4/01/2021

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)
29/06/2022 NOC013
21/03/2022 NOC011
12/12/2017 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.