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Charity Summary


Charity Details


U3A Dunedin Charitable Trust
U3A Dunedin
CC22345
9429043072408
Registered

Registration details

31/03/2008
December 31

Address for service

139 Balmacewen Road
Wakari
Dunedin
9010

Charity's other details

0272646598


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To foster an develop education for people who form the third age population of the Dunedin region To organise and present educational courses alone or in conjunction with tertiary education institutions in Dunedin and elsewhere in New Zealand

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

Other (please state)

(Information resource)

Education / training / research

Community development, Arts / culture / heritage

Older people

General public

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
31/12/2025 30/06/2026 18/05/2026 $133,071 $95,848 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 16/06/2025 $117,702 $109,952 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 29/08/2024 $84,578 $89,380 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 17/07/2023 $49,180 $65,374 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 25/10/2022 $77,709 $86,292 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 24/10/2022 $56,597 $70,448 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 9/08/2021 $89,378 $112,303 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 9/08/2021 $92,834 $91,045 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 21/01/2020 $94,818 $82,663 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 22/03/2018 $76,502 $71,155 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Gray Hodgekinson Board member 16/02/2026
John Drummond Board member 1/04/2025
Terrence Doyle Board member 1/04/2025
Nicholas Khoo University representative 1/10/2024
John Shanks Treasurer 10/06/2024
Jean Tilleyshort Board Member 1/01/2024
Phyll Esplin Secretary 14/11/2023
Elizabeth Wilson Board member 31/10/2023
Graham Corbett Board member 31/10/2023
Jane Malthus Chair 31/10/2023
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Past Officers

Officer Name Position Past Since
Evan Taylor Board Member 31/12/2024
Linda Kinniburgh Board Member 1/08/2024
Andre Smith Board member 1/05/2024
Barrie Peake Deputy Chair 31/12/2022
Geoffrey Thomas Adams Board Member 31/12/2022
Patricia Irvine Board Member 31/12/2022
Richard Higham Secretary 31/12/2022
Robert Lawson Board Member 31/12/2022
Bill Stanford Board Member 31/12/2021
Christina Jill Geary Board Member 1/10/2021
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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)
23/02/2026 NOC040
18/02/2026 NOC039
4/04/2025 NOC037
29/08/2024 NOC036
19/06/2024 NOC035
18/06/2024 NOC034
22/03/2024 NOC032
31/10/2023 NOC031
26/10/2021 NOC028
11/05/2021 NOC027
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.