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Charity Summary

Charity Details

Legal name of the Charity:

Estate James Ian McLean

Registration number:

CC54173

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

24/01/2017

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 1345

Dunedin Central

Dunedin

9054

Charity's other details

Phone:

03 4772262

Fax:

03 4774021

Email:

info@downiestewart.co.nz

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC54173

Purpose & Structure

Charitable Purpose

To make distributions from income to registered charities as specified in the Will of the last J I McLean

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Health

Beneficiaries:

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
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	2/09/2025	$3,759	$20,599	Included in Annual Return
31/03/2024	30/09/2024	5/09/2024	$4,385	$22,254	Included in Annual Return
31/03/2023	30/09/2023	5/09/2023	$5,649	$22,323	Included in Annual Return
31/03/2022	30/09/2022	24/08/2022	$8,159	$15,121	Included in Annual Return
31/03/2021	30/09/2021	10/09/2021	$5,079	$7,684	Included in Annual Return
31/03/2020	30/09/2020	24/08/2020	$16,447	$16,311	Included in Annual Return
31/03/2019	30/09/2019	12/09/2019	$9,884	$15,728	Included in Annual Return
31/03/2018	30/09/2018	5/09/2018	$7,006	$5,779	Included in Annual Return
31/03/2017	30/09/2017	14/09/2017	$314,549	$151	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
William Downie Stewart Charitable Trust	Trustee	16/12/2016

Charity Updates

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

Charity Documents

Date Uploaded	Document Type	Reference Name