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Charity Summary

Charity Details

Legal name of the Charity:

The Marshall Charitable Trust

Registration number:

CC58326

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

9/09/2020

Balance Date:

March 31

Address for service

Charity's Postal Address:

17C Corinthian Drive

Albany

Auckland

0632

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC58326

Purpose & Structure

Charitable Purpose

To raise funds for, and administer those funds on behalf of the Marshall Charitable Trust to provide for the advancement of education, relief of poverty and other purposes beneficial to disadvantaged children, youth and adults who live in New Zealand.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Education / training / research

Beneficiaries:

Children / young people

Other charities, Voluntary bodies other than 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	-	-	-	Under Review	Under Review
31/03/2024	30/09/2024	23/08/2024	$434,247	$26,530	Included in Annual Return
31/03/2023	30/09/2023	9/02/2024	$5,200	$5,081	Included in Annual Return
31/03/2022	30/09/2022	22/08/2022	$13,000	$19,457	Included in Annual Return
31/03/2021	30/09/2021	11/08/2021	$9,400	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Andrew Cunningham Cook	Trustee	12/07/2020
Helen Martha Moore	Trustee	12/07/2020
Tania Louise Billingsley	Trustee	12/07/2020

Charity Updates

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

Charity Documents

Date Uploaded	Document Type	Reference Name