Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

PMG Charitable Trust

Registration number:

CC58801

NZBN number:

9429051599973

Current Status:

Registered

Registration details

Date of Registration:

24/12/2020

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 2034

Tauranga

3144

Charity's Street Address:

46 Spring Street

Tauranga 3110

Tauranga

3110

Charity's other details

Website:

https://www.pmgfunds.co.nz/pmg-charitable-trust

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC58801

Purpose & Structure

Charitable Purpose

To help young New Zealanders build better financial futures through the provision of education, collaboration, and connection with PMG and our stakeholders. We do this through -supporting and enhancing existing financial literacy programmes, for students and young people aged 13 to 24 years of age, delivered by our charity partners -Designing and delivering financial literacy workshops and online tools into youth programmes which currently do not have a financial literacy component. -Collaborating with other financial literacy providers and youth organisations to collectively support youth financial literacy on a national basis.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Education / training / research

Beneficiaries:

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	Annual Return Summary
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	30/09/2025	$97,147	$263,852	Included in Annual Return
31/03/2024	30/09/2024	30/09/2024	$256,665	$121,148	Included in Annual Return
31/03/2023	30/09/2023	29/09/2023	$97,278	$78,253	Included in Annual Return
31/03/2022	31/10/2022	31/10/2022	$303,033	$73,341	Included in Annual Return
31/03/2021	30/09/2021	24/09/2021	$0	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Chad Wallace	Trustee	1/09/2025
Matthew Hattie	Trustee	20/08/2024
Lauren Todd	Trustee	25/06/2024
Liz c Gibbs	Special Trust Advisor	8/09/2021
Bridget Lem	Trustee	23/12/2020
James Crawford Reid	Trustee	23/12/2020
Nigel Stanley Lowe	Trustee	23/12/2020
Scott Cameron McKenzie	Trustee	23/12/2020

Past Officers

Officer Name	Position	Past Since
Cecilia Burgess	Trustee	31/08/2025
Matthew Forbes McHardy	Trustee	28/05/2024
Sarah (Sacha) Nanette Koster	Trustee	14/04/2022

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)
28/05/2026	NOC011
6/12/2024	NOC009
5/07/2024	NOC006
6/06/2023	NOC004
29/09/2022	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name