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Charity Summary


Charity Details

The Jim and Bill Beatty Trust
CC52063
N/A
Registered

Registration details

5/07/2015
March 31

Address for service

PO Box 2
Balclutha
9240
102 Clyde Street
Balclutha 9230
Balclutha
9230

Charity's other details

billthomson@xtra.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC52063

Purpose & Structure

Charitable Purpose

The Settlor has recognised a need for people in NZ and in particular the young people within the historical boundaries of Balclutha Borough & Clutha County, to be offered sporting and cultural opportunities that help to educate and improve the welfare of the community as a whole. The Settlor also recognises a need for people to be actively encouraged to participate in such activities and provided with appropriate facilities to do so.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Provides buildings / facilities / open space

Sport / recreation

Education / training / research, Community development

Children / young people

Other charities, Voluntary bodies other than charities, 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
31/03/2026 30/09/2026 16/06/2026 $118,186 $68,811 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 16/06/2025 $199,456 $56,983 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 18/06/2024 $281,878 $43,176 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 21/07/2023 $84,715 $153,791 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 5/07/2022 $64,453 $43,311 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 13/07/2021 $348,728 $42,018 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 17/09/2020 $50,504 $21,421 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 23/08/2019 $218,720 $21,390 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 14/08/2018 $80,004 $21,069 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 24/08/2017 $135,403 $21,231 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Noel Howard O'Malley Trustee 10/11/2014
William James Beatty Trustee 10/11/2014
William Garnett Thomson Trustee 10/11/2014

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)
11/10/2016 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

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