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Charity Summary

Charity Details

Legal name of the Charity:

M I Turnbull Educational and Charitable Trust

Registration number:

CC53751

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

23/09/2016

Balance Date:

March 31

Address for service

Charity's Postal Address:

C/O Perpetual Guardian

P O Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 8, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC53751

Purpose & Structure

Charitable Purpose

Income from the Trust fund is to be used as an academic scholarship for the top performing boy and girl at Otaki College on the Kapiti Coast. The Settlor wishes to ensure the funds are used for academic purposes and not sports scholarships/purposes. Should Otaki College no longer exist, the Trust will continue with the main focus to provide academic scholarships to any school the Trust sees fit within Otaki or Kapiti District.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Education / training / research

Beneficiaries:

Other charities

Children / young people

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
31/03/2026	30/09/2026	10/06/2026	$27,763	$29,314	Included in Annual Return
31/03/2025	30/09/2025	26/05/2025	$28,717	$27,926	Included in Annual Return
31/03/2024	30/09/2024	14/08/2024	$23,136	$25,048	Included in Annual Return
31/03/2023	30/09/2023	10/07/2023	$23,965	$23,383	Included in Annual Return
31/03/2022	30/11/2022	5/10/2022	$19,794	$23,843	Included in Annual Return
31/03/2021	30/09/2021	17/05/2021	$16,038	$17,216	Included in Annual Return
31/03/2020	30/09/2020	18/06/2020	$19,292	$16,978	Included in Annual Return
31/03/2019	30/09/2019	30/09/2019	$25,248	$18,125	Included in Annual Return
31/03/2018	31/12/2018	29/11/2018	$23,807	$16,470	Included in Annual Return
31/03/2017	30/09/2017	10/04/2018	$8,628	$4,982	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Perpetual Trust Limited	Trustee	10/08/2012

Charity Updates

There are no public Update Details change records for this charity.

Charity Documents

Date Uploaded	Document Type	Reference Name