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Charity Summary

Charity Details

Legal name of the Charity:

The Charles Edward Otley Memorial Trust

Registration number:

CC54522

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

17/05/2017

Balance Date:

March 31

Address for service

Charity's Postal Address:

C/O Perpetual Guardian

PO Box 1934, Shortland Street

Auckland CBD

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 13, 191 Queen Street

Auckland CBD

Auckland

1010

Charity's other details

Areas of Operation:

Canterbury

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC54522

Purpose & Structure

Charitable Purpose

Income to be paid equally between the Canterbury branches of the New Zealand foundation for the Blind and the New Zealand Red Cross Society for the general purposes of such charities in Canterbury

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
31/03/2026	30/09/2026	2/06/2026	$24,119	$35,416	Included in Annual Return
31/03/2025	30/09/2025	26/05/2025	$23,934	$33,637	Included in Annual Return
31/03/2024	30/09/2024	13/05/2024	$26,825	$30,504	Included in Annual Return
31/03/2023	30/09/2023	5/07/2023	$19,450	$29,646	Included in Annual Return
31/03/2022	30/09/2022	13/05/2022	$22,041	$29,040	Included in Annual Return
31/03/2021	30/09/2021	1/11/2021	$16,906	$16,906	Included in Annual Return
31/03/2020	30/09/2020	29/06/2020	$20,131	$20,131	Included in Annual Return
31/03/2019	30/09/2019	30/09/2019	$25,278	$25,278	Included in Annual Return
31/03/2018	30/09/2018	10/09/2018	$24,732	$24,732	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
PERPETUAL TRUST LIMITED	Officer	8/10/2019

Past Officers

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

Charity Updates

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

Charity Documents

Date Uploaded	Document Type	Reference Name