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Charity Summary


Charity Details

The Margaret Templeton Educational Trust
CC25474
N/A
Registered

Registration details

8/06/2008
March 31

Address for service

C/- ANDERSON LLOYD LAWYERS
Private Bag 1959
Dunedin
9054
C/- Anderson Lloyd Lawyers
Private Bag 1959
Dunedin
9054

Charity's other details

03 477 3973
03 477 3184
jenny.fitzgerald@andersonlloyd.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC25474

Purpose & Structure

Charitable Purpose

To provide a fund which will assist students ordinarily resident in the Wakatipu basin to obtain an education at a tertiary institution in New Zealand, in cases where such persons would be unable to or would find it difficult to obtain such a tertiary education due to circumstances beyond their control.

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

Makes grants / loans to individuals

Education / training / research

Children / young people

Older people

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 7/10/2025 $74,916 $86,349 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 1/10/2024 $76,330 $85,592 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 22/09/2023 $61,563 $96,688 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 20/09/2022 $65,565 $119,800 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 27/09/2021 $66,660 $127,243 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 10/07/2020 $73,487 $110,401 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 6/09/2019 $83,186 $90,243 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 28/09/2018 $78,295 $72,447 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 31/10/2017 $70,809 $62,133 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Pauline Maree Lawrence Trustee 1/04/2020
Kerry Amanda O'donnell Trustee 1/04/2011
Greg Thomson Trustee 1/04/2011
Walter John Rutherford Trustee 13/09/1995

Past Officers

Officer Name Position Past Since
Kirsty Jean Sharpe Trustee 1/04/2021
Brian Neil Clayton Trustee 1/04/2020
Elizabeth Anne Clarkson Trustee 31/03/2011

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)
31/05/2013 NOC003
30/05/2013 AR006
18/04/2011 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.