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Charity Summary


Charity Details


Estate of Valerie Graham Robertson
CC27069
N/A
Registered

Registration details

30/06/2008
May 31

Address for service

Public Trust
Private Bag 5902
Wellington
6140
Level 2, 22 Willeston Street
Wellington
6011

Charity's other details

0800 371 471


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will.

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

Makes grants to organisations (including schools or other charities)

Grants Solely to The Medical School of the University of Otago

Education / training / research

Other (please state)

(Medical School Otago University )

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
31/05/2026 30/11/2026 - - - To be filed To be filed
31/05/2025 30/11/2025 16/07/2025 $37,992 $29,035 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2024 30/11/2024 14/08/2024 $28,355 $29,776 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2023 30/11/2023 25/08/2023 $28,891 $35,710 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2022 30/11/2022 24/08/2022 $35,531 $40,380 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2021 30/11/2021 2/07/2021 $42,787 $23,982 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2020 30/11/2020 31/07/2020 $21,548 $25,951 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2019 30/11/2019 10/06/2019 $26,647 $23,856 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2018 30/11/2018 9/07/2018 $24,032 $28,303 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2017 30/11/2017 11/07/2017 $30,766 $4,054 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Public Trust Trustee 15/10/1994

Charity Updates


There are no public Update Details change records for this charity.

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.