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Charity Summary


Charity Details

OFTB No. 2 Limited
CC56780
9429047484894
Registered

Registration details

13/06/2019
December 31

Address for service

PO Box 1131
Dunedin Central
Dunedin
9054
Admin Building First Church of Otago
417 Moray Place
Dunedin Central
Dunedin
9016

Charity's other details

03 477 7364
factor@otagofoundation.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC56780

Purpose & Structure

Charitable Purpose

To hold and manage interests in investment property for the purpose of generating income to support the ecclesiastical and educational purposes of the Otago Foundation Trust Board, together with any other charitable purposes as directed by the Otago Foundation Trust Board.

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

Other (please state)

(Investment management to generate income for charitable purposes.)

Other (please state)

(Financial support for charitable organisations through investment income.)

Other (please state)

(Otago Foundation Trust Board and the Synod of Otago and Southland.)

Legal Structure

Otago Foundation Trust Board

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
31/12/2025 30/06/2026 22/05/2026 $5,099,028 $521,244 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 21/05/2025 $220,647 $744,960 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 22/02/2024 $220,060 $464,783 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 21/02/2023 $183,130 $356,573 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 28/02/2022 $163,924 $438,255 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 10/03/2021 $154,422 $285,217 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 25/02/2020 $58,355 $178,255 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Stephen George Trebilco Director 19/02/2026
Roslyn Boyes Director 1/04/2024
Stephanie Christine Rose Director 11/05/2023
Margot Alison Skinner Director 25/10/2022
Joanne Jane Rogers Director 18/07/2019
Barry Ross Kelk Director 30/05/2019
Gary Mark Thomas Williams Director 30/05/2019
Henry Martin Van Dyk Director 30/05/2019

Past Officers

Officer Name Position Past Since
Sandra Elma Goodchild Director 19/02/2026
Robert Esdale Henry Director 1/04/2024
Wayne Russell Edwards Director 31/12/2022
Leslie Arthur Green Director 5/07/2022

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)
21/02/2024 NOC014
16/05/2023 NOC013
17/04/2023 NOC012
25/10/2022 NOC010
25/10/2022 NOC009
27/07/2022 NOC008
12/07/2022 NOC007
14/06/2021 NOC005
22/07/2019 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.