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Charity Summary


Charity Details

The Moray Foundation Trust
CC10188
9429042765967
Registered

Registration details

18/04/2007
June 30

Address for service

Floor 1
43 Princes Street
Dunedin Central
Dunedin
9016

Charity's other details

0800 100 962
loans@morayfoundationtrust.org.nz
http://www.morayfoundationtrust.org.nz
Moray Foundation Trust


https://www.register.charities.govt.nz/Charity/CC10188

Purpose & Structure

Charitable Purpose

The aim of the fund is to try to create better living standards for those trapped in the cycle of poverty. To try to provide a way forward for families and individuals through micro credit with on-going support and financial advice through Budget Advisory Services. As a result of this help, people are able to resume living within their incomes. To clear their high cost indebtedness - to break the debt cycle; and to access financial support for important living necessities that will not accrue unnecessary high interest debt.

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

Makes grants / loans to individuals

Social services

General public

Entity Structure

Trust Structure: Our Trust Deed, states that we must have between 5 and 7 Trustees. we currently have 5 that constitute our governance board; one is our chairperson and the others are trustees. Operational Structure: Our operations are managed by 1 part time Coordinator.

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2023 31/12/2023 20/12/2023 $22,449 $19,966 load annual return's financial documents spinner gif
30/06/2022 31/12/2022 23/01/2023 $14,754 $17,067 load annual return's financial documents spinner gif
30/06/2021 31/12/2021 1/05/2022 $15,623 $15,511 load annual return's financial documents spinner gif
30/06/2020 31/12/2020 10/12/2020 $9,537 $15,430 load annual return's financial documents spinner gif
30/06/2019 31/12/2019 13/11/2019 $17,462 $14,105 load annual return's financial documents spinner gif
30/06/2018 31/12/2018 30/11/2018 $8,210 $15,052 load annual return's financial documents spinner gif
30/06/2017 31/12/2017 1/07/2018 $17,004 $19,215 load annual return's financial documents spinner gif
30/06/2016 31/12/2016 19/12/2016 $7,655 $20,364 load annual return's financial documents spinner gif
30/06/2015 31/12/2015 10/12/2015 $13,196 $8,628 load annual return's financial documents spinner gif
30/06/2014 31/12/2014 6/03/2015 $13,642 $11,151 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Andrea Nicole Knight Trustee 1/09/2022
Cushla Phillips Trustee 17/12/2020
Robert Wallace Thomson Trustee 1/01/2017
Michael Ferrari Trustee 11/04/2016
Judy Marsh Chair 23/02/2007

Past Officers

Officer Name Position Past Since
Philippa Robertson Trustee 31/08/2022
Andrew Henderson Trustee 17/12/2020
James Lovelock Trustee 7/10/2019
Allan Andrew Paulin Trustee 31/10/2017
Christopher Watkins Trustee 30/06/2017
Norman Thompson Chairman of the Board 11/07/2016
Ruth Houghton Board Member 11/07/2016
Arthur Gordon Parry Trustee 31/03/2015
Bruce D Smaill Manageing Trustee 31/03/2015
Norma Shirley Jones Deputy chairman of the Trust Board 28/02/2013

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)
28/11/2023 NOC021
9/11/2022 NOC019
1/11/2021 NOC017
28/10/2020 NOC015
23/05/2018 NOC011
19/01/2016 NOC008
17/10/2013 AR008
5/12/2012 AR007
15/11/2010 AR005
30/10/2009 AR004

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.