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Charity Summary


Charity Details

The Robert And Aileen Morton Charitable Trust
CC20640
9429042852803
Registered

Registration details

24/01/2008
March 31

Address for service

PO Box 427
Hawera
4640
52 High Street
Hāwera 4610
Hāwera
4610

Charity's other details

06 278 5039
janice@wmplaw.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20640

Purpose & Structure

Charitable Purpose

To give grants to children and young people to assist in their on going education, training and research.

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

Makes grants / loans to individuals

Education / training / research

Children / young people

Young Students undertaking Tertiary Studies

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.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 September 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2009.

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 7/08/2025 $78,408 $68,447 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 21/08/2024 $77,173 $62,602 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 7/06/2023 $52,041 $51,360 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 11/07/2022 $41,767 $80,684 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 22/07/2021 $48,626 $63,740 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 4/09/2020 $59,802 $54,866 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 15/08/2019 $55,569 $62,441 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/09/2018 $64,515 $50,792 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 25/09/2017 $60,312 $68,507 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Ra Morton Nominees Limited Trustee 1/07/2011

Past Officers

Officer Name Position Past Since
Colin Francis Greaves Trustee 1/07/2011
Graeme Thomas Harvie Trustee 1/07/2011
Hugh Garth Weir Trustee 1/07/2011
John Bernard McCarthy Trustee 1/07/2011

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)
4/03/2016 NOC005
21/09/2009 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.