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Charity Summary


Charity Details

The Southland Masonic Charitable Trust
CC21257
9429042728511
Registered

Registration details

19/02/2008
April 30

Address for service

762 Queens Drive
Waikiwi
Invercargill
9810

Charity's other details

(03)216 4332
Neil.Diane@xtra.co.nz


Organisation with a focus on the following communities:


https://www.register.charities.govt.nz/Charity/CC21257

Purpose & Structure

Charitable Purpose

1/ The objects of the Trust shall be either directly or indirectly to promote knowledge of, obtain moneys for and carry on any activity of charitable nature which the Trustees shall consider appropriate or desirable having regard to but no way restricted by the general purpose of Freemasonry. 2/ Operating in the following sectors - Education/Training/research, Health, Social service, Employment, People with disabilities 3/ For the benefit of Children/ young people, Voluntary bodies other than charities, Older people, People with disabilities. General public

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

Makes grants to organisations (including schools or other charities)

Community development

The entity's activities/administration are funded by financial investments, Donations and bequests.

General public

The Trust relies on the time and expertise in all essential roles of: Trustees Administration, Accountantancy, and legal services from time to time

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 31/10/2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31/10/2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/04/2026 31/10/2026 - - - To be filed To be filed
30/04/2025 31/10/2025 17/07/2025 $56,749 $42,793 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2024 31/10/2024 23/07/2024 $45,002 $27,246 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2023 31/10/2023 20/08/2023 $57,864 $35,879 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2022 31/10/2022 30/06/2022 $50,846 $46,105 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2021 31/10/2021 22/08/2021 $46,198 $50,425 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2020 31/10/2020 8/08/2020 $54,754 $47,346 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2019 31/10/2019 2/08/2019 $53,574 $21,970 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2018 31/10/2018 3/08/2018 $51,037 $49,418 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2017 31/10/2017 4/09/2017 $60,874 $37,621 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Robbie Stanley Wisely Trustee 10/08/2023
Grant Lewis Wilkin Trustee 28/09/2022
Peter Crepin Trustee 20/08/2013
Trevor J Fulton Trustee 20/08/2013
Christine Isobel Baird Secretary / Treasurer 8/08/2013
Darryl Robert Hewitson Trustee 28/02/2013
Alan Temperley Gurney Trustee 20/02/2008
Neil Glancy O'Rorke Trustees 20/02/2008
Owen Chalmers Davies Trustee 20/02/2008

Past Officers

Officer Name Position Past Since
John B Marshall Trustee 10/08/2023
Robin Harry Langford Webb Trustee 25/10/2022
Brian Russell Padget trustee 23/08/2018
George Lester Laughton Trustee 23/08/2018
Graham Scott Warhurst N/A 20/08/2013
Raymond Sydney Morgan N/A 20/08/2013
John Lachlan Miller Watson N/A 18/06/2012
Darryl Robert Hewitson Trustee 8/05/2012
John Graham Trustee 30/03/2012
Alan Johnson Trustee 29/07/2010

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)
2/04/2026 NOC022
11/10/2024 NOC019
1/09/2013 AR007
2/03/2013 NOC004
21/06/2012 AR006
21/06/2012 NOC003
9/09/2010 AR004
19/08/2010 NOC002
29/08/2008 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

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