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Charity Summary


Charity Details

South Otago Historical Society Incorporated
South Otago Museum, Balclutha Museum
CC24174
9429042735632
Registered

Registration details

9/05/2008
June 30

Address for service

1 Renfrew Street
Balclutha
9230

Charity's other details

03 4182382
southotagomuseum@xtra.co.nz
https://www.balcluthamuseum.co.nz
https://www.facebook.com/South-Otago-Museum


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24174

Purpose & Structure

Charitable Purpose

To provide historical and heritage information regarding the Balclutha region as well as providing a research platform for the general public.

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

Other (please state)

(Heritage storage, heritage preservation and promotion), Sponsors / undertakes research, Acts as an umbrella / resource body, Provides advice / information / advocacy

Arts / culture / heritage

Education / training / research, Environment / conservation

General public

Children / young people, Other charities, Voluntary bodies other than charities, Older people, Family / whanau

Entity Structure

Run by a volunteer committee consisting of President, Vice President, Secretary, Treasurer and committee members. Meet once a month with the curator to ensure the smooth financial running of the museum.

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

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2024 31/12/2024 30/10/2024 $56,083 $71,256 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 3/11/2023 $10,737 $69,741 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 22/11/2022 $6,021 $33,168 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 4/01/2022 $34,329 $22,326 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 1/12/2020 $19,459 $23,309 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 2/01/2020 $21,598 $42,122 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 7/01/2019 $70,664 $64,579 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 23/01/2018 $108,539 $105,071 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 2/01/2017 $57,080 $72,251 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2015 31/12/2015 14/12/2015 $104,016 $131,579 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
David Inder President 3/11/2023
Elizabeth Johnston Secretary/Treasurer 16/10/2021
Roslyne Carmel McKechnie Vice-President 16/08/2018

Past Officers

Officer Name Position Past Since
Ian Charles Richardson Committee 26/08/2023
Frances Dawson Treasurer 30/06/2023
Maxine Blackler Treasurer 16/10/2021
Charles Russell Harris Committee 4/09/2020
Kevin William Barron President 31/01/2019
Gary Ross Curator Committee Member 9/02/2018
Joan Ollerenson Acting Secretary 16/11/2017
Alexa Craig Committee member 14/12/2016
Elizabeth Anne Dix Committee 14/12/2016
Ethel McLaren Committee Member 14/12/2016

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)
3/01/2022 NOC016
2/01/2020 NOC013
27/02/2019 NOC012
24/01/2014 NOC008
28/09/2012 AR005
24/09/2012 NOC004
29/02/2012 AR004
8/12/2011 NOC003
27/01/2011 AR003
14/12/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.