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Charity Summary


Charity Details


OP Education Foundation Trust
CC55081
N/A
Registered

Registration details

20/12/2017
December 31

Address for service

OP Education Foundation Trust
Private Bag 1910
Dunedin
9054
OP Education Foundation Trust (A. Mackenzie)
C/- Otago Polytechnic, Forth Street
Dunedin North
Dunedin
9054

Charity's other details

03 470 4356


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The advancement of knowledge and sound learning; the dissemination and maintenance of knowledge and sound learning, including through teaching and research; and the carrying on of any other charitable object which may seem to the Trustees capable of being carried on directly or indirectly in relation to the above in connection with and for the benefit of Otago Polytechnic.

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

Makes grants / loans to individuals

Sponsors / undertakes research, Provides other finance (e.g. investment funds), Provides buildings / facilities / open space

Education / training / research

Other (please state)

(Students and staff of Otago Polytechnic)

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 25/06/2026 $48,717 $35,601 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 23/06/2025 $31,165 $16,364 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 3/06/2024 $103,695 $29,460 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 12/05/2023 $289,281 $124,686 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 26/06/2022 $125,293 $117,147 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 29/06/2021 $186,240 $122,644 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 5/06/2020 $169,210 $163,453 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 25/06/2019 $205,420 $201,301 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details


Officers

Officer Name Position Effective Date
Max Sims Trustee 10/08/2026
Bridie Lonie Trustee 28/07/2023
Judith Diane Marsh Trustee 3/11/2017
Lindsay Ferguson Dey Trustee 3/11/2017
Rosemary Sara McConnon Trustee 3/11/2017
William Paul Allison Chairperson 3/11/2017

Past Officers

Officer Name Position Past Since
Jeremy Alexander Chang Trustee 6/08/2026
Megan Kiri Pōtiki Trustee 31/12/2025
Megan Joan Gibbons Trustee 30/11/2023
Philip John Cullen Trustee 16/12/2022
Michael Anthony Waddell Trustee 20/05/2021
Philip Ross Ker Trustee 20/05/2021

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)
7/08/2026 NOC019
6/08/2026 NOC018
6/08/2026 NOC017
13/03/2024 NOC013
18/08/2023 NOC012
30/06/2023 NOC011
31/03/2023 NOC009
2/03/2023 NOC008
2/03/2023 NOC007
22/02/2023 NOC006
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.