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Charity Summary


Charity Details


I & H MacPhail Charitable Trust
CC26657
N/A
Registered

Registration details

25/06/2008
September 30

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

Purpose & Structure


Charitable Purpose

Applies funds for the purpose of the relief of poverty, the advancement of education and religion and any other purposes beneficial to the community in the area defined in sub clause (e) of the founding documentation.

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

Other (please state)

(One of the selected activities), Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities)

Other (please state)

(One of the selected sectors), Accommodation / housing, Education / training / research, Health, Environment / conservation, Marae on reservation land, Community development, Emergency / disaster relief, Social services, Employment, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Other (please state)

(Rest homes, educational institutions, community groups, sports clubs, museum, local council, people residing within 60 km of Roxburgh War Memorial Hall, one of the selected beneficiary types), Other charities, Voluntary bodies other than charities, Religious groups

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 31/03/2026 9/02/2026 $19,692 $8,763 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 31/03/2025 15/01/2025 $24,093 $24,643 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 31/03/2024 11/12/2023 $21,775 $29,296 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 19/12/2022 $31,004 $13,013 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 16/12/2021 $13,334 $6,760 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 22/12/2020 $14,770 $15,358 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 13/03/2020 $16,634 $16,381 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 2/11/2018 $16,077 $21,905 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 2/03/2018 $22,356 $27,022 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 13/01/2017 $21,769 $22,519 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Norman Allan Dalley Trustee 24/10/2019
Perpetual Trust Limited Officer 8/10/2019
Raewyn Lesley Crossan Trustee 17/02/2014
Barbara Ann Burton Trustee 17/11/2003

Past Officers

Officer Name Position Past Since
Cushla June Browning Trustee 30/09/2022
Clifford Robert Parker Trustee 24/10/2019
John Pritchard Trustee 24/10/2019
New Zealand Guardian Trust Trustee 8/10/2019
Russell John Read Trustee 3/11/2016
Margaret Anne Kitto Trustee 9/12/2013
Helen Lesley Pinder Trustee 7/11/2013
The New Zealand Guardian Trust Company Limited Trustee 17/12/2010

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)
18/11/2020 NOC013
1/12/2016 NOC008
9/03/2016 NOC007
2/02/2015 NOC006
31/03/2014 NOC005
28/03/2013 AR005
13/03/2012 AR004
23/02/2011 AR003
3/03/2010 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.