Community Trust Annual Report




NEW ZEALAND GAZETTE

No. 101

The community trust comprises 13 trustees who are representative of South Canterbury and Mid Canterbury communities. These trustees were appointed by the Minister of Finance and reside in either Mid Canterbury or South Canterbury. Trustees retire by rotation and during the past year, P. P. Cornelius, C. P. Sparrow and A. J. Srhoj retired but being available, were reappointed by the Minister for a further term.

Activities of the Trust

The trustees met 4 times during the financial year and spent considerable time in formulating a suitable policy as a guideline for donations and pursuing the objects of the trust for the benefit of the areas we represent. It was not an easy task to peruse the large number of applications for donations, and to decide which ones to satisfy in view of the limited funding available.

Review of Results and Financial Position of Trust

The trust’s main income was from a dividend of $89,100 received from Trust Bank New Zealand Ltd. in June 1989, and $52,405 of this dividend was expended in donations to applicants. Later in the year an interim dividend of $21,600 was received, and together with investment interest of $2,287 gave a total income of $112,987. After the deduction of expenditure including donations a net profit of $47,709 was revealed. The undistributed income at the conclusion of the financial year was $38,711.

The financial statements and the notes thereto are attached together with the details of the donations distributed.

General

The trust will continue to work closely with the local trust bank as the trust’s main source of income is from our investment in Trust Bank New Zealand Ltd., and we are confident our South Canterbury and Mid Canterbury communities will benefit accordingly.

Income and Expenditure Account for the Period Ended 31 March 1990

Note 1990 $
1989 $

Income—
Interest ...
2,287
100

Dividends ...
110,700

Total income ...
112,987
100

Less expenditure—
Auditor’s fees ...
160
100

Accounting fees ...
1,217

Legal fees ...

83

Printing ...
398

Trustee’s fees ...
9,320
7,795

Travelling expenses ...
1,201
1,120

General ...
777

Total expenditure ...
12,873
9,098

Net income before grants ...
100,114
(8,998)

Less grants ...
52,405

Net profit transferred to the trust fund ...
$47,709
($8,998)

(The notes to the financial statement form part of and are to be read in conjunction with the above account.)

Balance Sheet as at 31 March 1990

Note 1990 $
1989 $

Trust funds—
Capital ...
2
4,689,000

Funds introduced ...
4,689,000
4,689,000

Undistributed income ...
3
38,711
(8,998)

Balance 31 March 1990 ...
$4,727,711
$4,680,002

Represented by:
Current assets—
Bank—current account ...
2,551
(83)

Bank—prime call account ...
41,010

Disaster relief fund ...
2,298

Sundry debtors ...
4,000
100

Total current assets ...
49,859
17

Less current liabilities—
Sundry creditors ...
11,148
9,015

Total current liabilities ...
11,148
9,015

Working capital ...
38,711
(8,998)

Add long-term assets—
Investments—
Shares in Trust Bank New Zealand Ltd. ...
4,689,000
4,689,000

Net assets ...
$4,727,711
$4,680,002



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💰 Trust Bank South Canterbury Community Trust Annual Report (continued from previous page)

💰 Finance & Revenue
Annual report, Community trust, Charitable trust, Trustee Banks Restructuring Act 1988, Trustees, Financial statements, Donations
  • P. P. Cornelius, Trustee reappointed
  • C. P. Sparrow, Trustee reappointed
  • A. J. Srhoj, Trustee reappointed