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Charity Summary


Charity Details

The David and Cassie Anderson Medical Trust
CC25698
N/A
Registered

Registration details

10/06/2008
December 31

Address for service

C/O Perpetual Guardian
PO Box 1934
Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 8, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC25698

Purpose & Structure

Charitable Purpose

A charitable trust in which income distributed at trustees discretion to be applied towards the advancement of Medical science or research in New Zealand

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

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities)

Education / training / research

Health

Other (please state)

(Medical Research Institutions, Medical Researchers), Other charities

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 30/03/2026 $99,430 $218,153 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 10/03/2025 $107,033 $389,837 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 25/02/2024 $97,772 $35,286 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 4/04/2023 $82,838 $34,118 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 21/02/2022 $68,599 $2,316 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 2/03/2021 $60,878 $2,713 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 28/04/2020 $88,282 $208,553 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 31/05/2019 $83,779 $3,170 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 5/04/2018 $122,131 $211,858 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 14/03/2017 $94,818 $99,269 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Perpetual Trust Limited Trustee 8/10/2019

Past Officers

Officer Name Position Past Since
The New Zealand Guardian Trust Company Limited Trustee 8/10/2019

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)
6/07/2015 NOC006
3/02/2015 NOC005
26/06/2014 NOC004

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.