Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Joan Macdonald Treaty Educational Resource Trust

Other Name (inc Trading Name):

Joan Macdonald Trust

Registration number:

CC56100

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

27/08/2018

Balance Date:

March 31

Address for service

Charity's Postal Address:

17 Larchwood Avenue

Westmere

Auckland

1022

Charity's other details

Phone:

021385727

Fax:

n/a

Email:

sue.abel48@gmail.com

Website:

https://joanmacdonaldtrust.org.nz

Facebook:

n/a

Twitter:

n/a

Other Social Network:

n/a

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC56100

Purpose & Structure

Charitable Purpose

To support development of educational resources about He Wakaputanga o te Rangatiratanga o Nu Tireni, Te Tiriti o Waitangi and processes of colonisation and decolonisation in Aotearoa New Zealand. In particular the Trust will: 3.1 operate a grants fund for this purpose; 3.2 focus upon those working to share learning and resources with their own communities, social and cultural groups; 3.3 – 3.4 provide any other services or assistance that is consistent with this charitable purpose.

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

Activities:

Acts as an umbrella / resource body

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides services (e.g. care / counselling), Provides other finance (e.g. investment funds)

Sectors:

Education / training / research

Arts / culture / heritage

Beneficiaries:

General public

People of a certain ethnic / racial origin

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	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	4/10/2025	$18,263	$22,954	Included in Annual Return
31/03/2024	30/09/2024	26/09/2024	$46,178	$27,122	Included in Annual Return
31/03/2023	30/09/2023	21/08/2023	$10,171	$8,609	Included in Annual Return
31/03/2022	14/11/2022	15/11/2022	$15,015	$26,144	Included in Annual Return
31/03/2021	30/09/2021	27/09/2021	$1,314	$3,296	Included in Annual Return
31/03/2020	30/09/2020	31/08/2020	$20,181	$10,076	Included in Annual Return
31/03/2019	30/09/2019	26/09/2019	$10,001	$2,500	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Patricia Cheng	Trustee	24/09/2024
Phoebe Margaret Charters Balle	Trustee, Treasurer	24/09/2024
Ingrid Huygens	Chairperson	21/08/2018
Sue Abel	Secretary	21/08/2018

Past Officers

Officer Name	Position	Past Since
Zoe Higgin	Trustee	31/10/2024
Arapera Ngaha	Treasurer	2/11/2023

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)
8/11/2024	NOC009
2/08/2023	NOC006
15/11/2022	NOC005

Charity Documents

Date Uploaded	Document Type	Reference Name