Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

J A D Iverach Memorial Charitable Trust

Registration number:

CC57780

NZBN number:

9429047920101

Current Status:

Registered

Registration details

Date of Registration:

3/04/2020

Balance Date:

June 30

Address for service

Charity's Postal Address:

347 Highgate

Roslyn

Dunedin

9010

Charity's other details

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC57780

Purpose & Structure

Charitable Purpose

To advance education by rewarding excellence in clinical medicine by funding annual prizes and scholarships for medical students at the Dunedin School of Medicine, University of Otago

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

Activities:

Makes grants / loans to individuals

Sectors:

Education / training / research

Beneficiaries:

General public

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 for the year ending 30 June 2020 under Section 43 of the Charities Act 2005.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
30/06/2025	31/12/2025	9/12/2025	$6,865	$9,642	Included in Annual Return
30/06/2024	31/12/2024	4/10/2024	$6,521	$3,197	Included in Annual Return
30/06/2023	31/12/2023	16/12/2023	$5,709	$6,060	Included in Annual Return
30/06/2022	31/12/2022	17/12/2022	$6,711	$5,380	Included in Annual Return
30/06/2021	31/12/2021	20/12/2021	$41,941	$39,824	Included in Annual Return
30/06/2020	31/12/2020	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
Robert J Walker	Trustee	9/12/2025
Andrew Smillie	Trustee Kiwi Bank Signatory	2/10/2024
Alexander John Fergus Ross	Trustee and Kiwi Bank Signatory	3/02/2020
John Highton	Trustee and Kiwi Bank Signatory	3/02/2020

Past Officers

Officer Name	Position	Past Since
Joel Nathaniel Papak	Trustee and Bank Signatory	7/10/2025

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)
4/12/2024	NOC008
23/10/2024	NOC007
3/10/2024	NOC005

Charity Documents

Date Uploaded	Document Type	Reference Name