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Charity Summary

Charity Details

The J R McKenzie Trust
J R McKenzie Trust Board

Registration details

March 31

Address for service

PO Box 10006
The Terrace
88 Lambton Quay
114 Lambton Quay
Wellington Central

Charity's other details


Group Members

Below are all the members of J R McKenzie Trust Group. Click into the individual members below to view their charity summary.

Member Charities
Jayar Charitable Trust
The J R McKenzie Trust

Purpose & Structure

Charitable Purpose

To render assistance to organisations, institutions, societies, homes and other bodies for philanthropic, educational, recreational, charitable and other purposes.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Community development

Accommodation / housing, Education / training / research, Health, Social services, Employment, Economic development, People with disabilities, Promotion of volunteering

Other charities

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, General public, Family / whanau, Migrants / refugees

Entity Structure

Charitable Trust

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.

Please note: This charity is a member of a Group which submits Consolidated Annual Returns. To view these Annual Returns on the Group Summary click here. Any Annual Returns listed below were submitted when this charity was a single entity.

Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2020 Member of 'J R McKenzie Trust Group' group - click here to view Annual Return
30/09/2019 Member of 'J R McKenzie Trust Group' group - click here to view Annual Return
30/09/2018 Member of 'J R McKenzie Trust Group' group - click here to view Annual Return
30/09/2017 Member of 'J R McKenzie Trust Group' group - click here to view Annual Return
30/09/2016 24/10/2016 $5,301,156 $4,216,379
30/09/2015 1/10/2015 $6,961,941 $4,435,836
30/09/2014 26/09/2014 $5,279,666 $3,838,250
30/09/2013 1/10/2013 $5,191,367 $3,588,957
30/09/2012 17/10/2012 $3,940,757 $3,440,825
30/09/2011 29/09/2011 $3,854,799 $2,459,884

Officer Details


Officer Name Position Effective Date
Louise Edwards Trustee 3/04/2020
Jerry Norman Trustee 7/12/2018
Melissa Campbell Trustee 7/12/2018
Janice Farris Trustee 20/07/2018
Lili Tuioti Trustee 20/07/2018
Anna Elizabeth Gibson Trustee 9/12/2016
Chelsea Maria Rachael Grootveld Trustee 9/12/2016
Christine Scott Trustee 18/03/2016
Jonathan Usher Trustee 22/11/2013
Joan Smith Trustee 16/11/2012

Past Officers

Officer Name Position Past Since
Jane Montgomery Trustee 6/12/2019
Paula Therese King Trustee 6/12/2019
Helen Anderson Office Administrator (not a Trustee) 15/02/2019
Charles Ronald Edward Wilson Trustee 7/12/2018
Patrick John Cummings Trustee/ Chairman 7/12/2018
Liz Tanielu Trustee 19/12/2017
Liz Tanielu Trustee 19/12/2017
Charisma Rangipunga Trustee 8/12/2017
David Vance Trustee 9/12/2016
Lynsay Lorraine Holmes Trustee 9/12/2016

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)
15/06/2020 NOC035
20/05/2020 NOC033
3/02/2020 NOC031
27/01/2020 NOC030
1/03/2019 NOC028
23/01/2019 NOC027
16/08/2018 NOC026
31/07/2018 NOC025
31/07/2018 NOC024
27/07/2018 NOC023

Charity Documents