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Charity Summary


Charity Details

Robin F And Heather M List Trust
CC20821
N/A
Registered

Registration details

30/01/2008
March 31

Address for service

TRUSTEES EXECTUORS LTD
PO Box 760
Dunedin
9054


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20821

Purpose & Structure

Charitable Purpose

This Trust was established by deed on 18th April 1984 by Graham James Oddie and Alison Fay Oddie. It is to be held for a period of 80 years and to pay the net annual income and capital at the Trustee's discretion. The deed provides discretion for any or all of the net income to be capitalised for the trust period.

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

Other (please state)

(Fully discretionary to other charities), Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities)

Other (please state)

(Fully Discretionary)

Other charities

People with disabilities

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 29/09/2025 $3,164 $3,587 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 31/10/2024 17/10/2024 $2,590 $2,178 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 19/09/2023 $2,709 $8,065 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 31/10/2022 14/10/2022 $308 $2,056 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 22/07/2021 $16,072 $2,133 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 19/11/2020 $2,549 $6,331 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 6/06/2019 $5,913 $1,348 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 24/09/2018 $6,513 $1,330 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 27/09/2017 $5,496 $1,369 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Heather M List Co - Trustee 26/04/2007
Robin F List Co-Trustee 26/04/2007
Trustees Executors Ltd Trustee 26/04/2007

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)
3/07/2024 NOC015
12/10/2010 AR004
10/10/2009 AR002

Charity Documents

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No supporting documents.