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Charity Summary


Charity Details

Otago Peninsula Trust
Royal Albatross Centre, Glenfalloch Gardens
CC25273
9429042796114
Registered

Registration details

3/06/2008
September 30

Address for service

430 Portobello Road
Macandrew Bay
Dunedin
9014

Charity's other details

03 476 1775
http://www.otagopeninsulatrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC25273

Purpose & Structure

Charitable Purpose

4.1 Objects a. The stimulation of public interest in and care for the beauty, history and character of the Otago Peninsula. b. The preservation of the natural attractions of the Otago Peninsula and the protection of the flora and fauna of the Otago Peninsula. c. The development of tourist attractions, public and recreational services on the Otago Peninsula so that the Public may obtain the maximum use or enjoyment of the area in a way that will not detract from or destroy its beauty or character. d. The promotion of knowledge of and interest in the objects of the Trust by means of meetings, exhibitions, lectures, publications, educational courses and all other forms of instruction and publicity. e. The maintenance of communication and co-operation with persons or corporate bodies in New Zealand or elsewhere (including membership of other bodies corporate) for the purposes of promoting directly or indirectly with the objects of the Trust.

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

Acts as an umbrella / resource body

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers), Provides buildings / facilities / open space, Umbrella Body For Conservation / Education

Environment / conservation

Education / training / research, Community development, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Fund-raising, Promotion of volunteering

General public

Children / young people, Other charities, Voluntary bodies other than charities, Older people, Animals, People with disabilities, People of a certain ethnic / racial origin, Family / whanau

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 March 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 March 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2025 31/05/2026 29/05/2026 $5,069,145 $4,914,670 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 15/08/2025 23/09/2025 $4,208,338 $4,220,699 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 30/09/2024 30/09/2024 $3,589,770 $3,543,360 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 30/03/2023 $2,058,843 $2,500,958 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 30/03/2022 $2,553,695 $2,570,953 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 15/04/2021 21/04/2021 $3,019,916 $2,893,749 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 30/04/2020 30/04/2020 $3,134,078 $3,087,899 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 21/03/2019 $2,961,202 $2,796,998 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 5/04/2018 $2,821,915 $2,631,589 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 30/03/2017 $2,899,715 $2,827,363 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Howard Broad Trustee 27/07/2020
Warren James Moffat Trustee 23/04/2018
Greg Verhoef Trustee 28/03/2018
Ross Smith Chairman 25/03/2014
Judith Bell Trustee 24/06/2002

Past Officers

Officer Name Position Past Since
Jason Walker Trustee 31/03/2022
William Dawson Secretary 9/06/2020
Elizabeth Nidd Trustee 12/12/2019
David Jaquiery Co-opted Trustee 18/02/2019
Simon Hiibbert Board Member 30/11/2018
Warren Moffatt Trustee 23/04/2018
John Jillett Chairperson 31/03/2018
Hoani Langsbury Trustee 25/03/2014
Irene Scurr Trustee 2/07/2012
Brian Templeton Trustee 26/03/2012

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)
19/07/2022 NOC021
26/02/2021 NOC018
30/09/2020 NOC017
9/01/2020 NOC015
4/07/2019 NOC014
4/07/2019 NOC013
3/07/2019 NOC012
31/05/2018 NOC010
30/05/2018 NOC009
30/05/2018 NOC008

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.