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Charity Summary


Charity Details

The Morgan Foundation
CC11250
9429043138982
Registered

Registration details

1/10/2007
March 31

Name change history

Name Effective Date
Morgan Family Charitable Foundation 1/10/2007
The Morgan Foundation 1/06/2010

Address for service

PO Box 19218
Marion Square
Te Aro
Wellington
6141
Level 10
15 Murphy Street
Thorndon
Wellington
6012

Charity's other details

+64276108577
dlfclifford@gmail.com
http://www.morganfoundation.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC11250

Purpose & Structure

Charitable Purpose

The Morgan Foundation supports conservation, the arts and social investment.

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 other finance (e.g. investment funds)

Environment / conservation

Education / training / research, Health, Emergency / disaster relief, Sport / recreation, International activities, Economic development, People with disabilities

General public

Children / young people, Older 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 11/08/2026 $168,183 $621,515 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 18/08/2025 $222,673 $177,693 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 19/08/2024 $55,100 $493,266 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 8/09/2023 $47,844 $361,705 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 9/08/2022 $6,773 $476,694 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 6/09/2021 $3,520,640 $532,600 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 21/08/2020 $7,363 $471,530 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 31/07/2019 $7,675 $804,743 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 9/08/2018 $307,719 $905,203 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 27/09/2017 $294,577 $2,325,364 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Gareth Huw Thomas Morgan Trustee 19/12/2018
Jessica Joanne Morgan Trustee 12/10/2016
Joanne Marie Morgan Trustee 18/09/2007

Past Officers

Officer Name Position Past Since
Charles Andrea Purcell Trustee 19/12/2018
Gareth Huw Thomas Morgan Trustee 12/10/2016

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)
19/12/2018 NOC011
17/10/2016 NOC008
16/10/2016 NOC007
28/08/2014 NOC005
29/09/2011 AR004
29/09/2010 AR003
8/06/2010 NOC002
30/10/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.