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Charity Summary


Charity Details

Dr McBirney Memorial Trust Board
CC34407
9429042645603
Registered

Registration details

30/06/2008
October 13

Address for service

PO Box 111
Ruakaka
0151
2 Peter Snell Road
Ruakaka 0116
Ruakaka
0116

Charity's other details

099550912
kwhimp@breambaycollege.school.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC34407

Purpose & Structure

Charitable Purpose

The purpose of the trust is to financially reward a senior student of Bream Bay College College who demonstrates character, application and ability. This is called the Dr McBirney Memorial Trust Board and is to be used to help fund tertiary education.

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

Makes grants / loans to individuals

Makes a grant to an outstanding student at Bream Bay College

Education / training / research

Children / young people

An outstanding senior student of Bream Bay College

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 30 April 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 30 April 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
13/10/2025 30/04/2026 11/08/2026 $246 $0 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2024 30/04/2025 15/04/2025 $587 $0 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2023 30/04/2024 2/10/2024 $408 $0 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2022 30/04/2023 28/09/2023 $89 $0 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2021 30/04/2022 12/09/2022 $879 $2,200 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2020 30/04/2021 30/04/2021 $1,086 $0 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2019 30/04/2020 28/05/2020 $1,209 $1,200 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2018 30/04/2019 9/04/2019 $1,164 $1,200 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2017 30/04/2018 10/05/2018 $955 $1,000 load annual return's financial documents spinner gif
Included in Annual Return
13/10/2016 30/04/2017 2/05/2017 $803 $1,000 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Julian Ira Cosgrove School Principal/Trustee 17/07/2023
Katrina Jan Whimp Trustee/Treasurer 1/10/2019
Jules Esward Flight Trustee 31/10/2016
Donald Fraser Trustee 29/10/2014
Judith Christine Guy Trustee/Secretary 10/11/1997
Neil Ian McLeod Trustee/Chairperson 2/11/1995
Morris Lloyd Somner Trustee 17/11/1992

Past Officers

Officer Name Position Past Since
Grant Pirihi Trustee 1/09/2023
Wayne Russell Buckland Trustee 14/07/2023
Katrina Jan Sandford Trustee/Treasurer 28/01/2023
Rosemary Waerea Trustee 9/10/2020
Alison Lorraine Worthy Secretary/Treasurer 1/10/2019
Lambertus Gerardus Aarts Trustee 31/10/2016
Virginia Jean Gardner Trustee 10/02/2011

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)
30/10/2023 NOC019
28/09/2023 NOC017
18/10/2022 NOC016
17/10/2022 NOC015
12/02/2020 NOC010
28/05/2015 NOC006
22/04/2013 AR005
5/06/2012 AR004
4/05/2011 AR003
20/04/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.