Trust Bank Otago Community Trust Financial Statements




2942 NEW ZEALAND GAZETTE No. 96

For and on behalf of the trustees:
C. A. MELVILLE, Trustee.
R. S. McKNIGHT, Trustee.
Dated the 24th day of May 1994.

A full list of donations is available from the secretary, P.O. Box 5751, Dunedin. Publication of these took place in the 7th day of August 1993 edition of the Otago Daily Times.

Trust Bank Otago Community Trust Inc.

Income and Expenditure Account for the Year Ended 31 March 1994

1994 $ 1993 $
Income—
Interest received 191,911 89,225
Dividends received (note 2) 1,946,295 1,264,815
Total income 2,138,206 1,354,040
Less expenses—
ACC levy 6 316
Advertising 4,441 15,228
Audit fees 1,000 800
General expenses 850 1,816
Professional fees 9,026 5,843
Secretarial fees and expenses 65,995 41,035
Travelling expenses 9,646 8,988
Trustees fees 31,896 32,101
Total expenses 122,860 106,126
Net income before extraordinary item 2,015,346 1,247,914
Extraordinary item—
Profit on sale of shares in Trust Bank New Zealand Limited 50,451,783 0
Net income before donations 52,467,129 1,247,914
Less donations paid 1,472,614 918,918
Undistributed income $50,994,515 $328,996

These accounts are to be read in conjunction with the notes set out below.

Trust Bank Otago Community Trust Inc.

Balance Sheet at 31 March 1994

1994 $ 1993 $
Accumulated funds—
Balance at 31 March 1993 22,759,455 22,430,459
Add undistributed income from this year 50,994,515 328,996
Total accumulated funds 73,753,970 22,759,455
Represented by current assets—
Trust Bank Otago—current accounts 331,253 999,118
Trust Bank Otago—short term deposit 62,230,867 0
Trust Bank Otago—term deposits 1,679,440 550,000
National Disaster Relief Fund—at call 15,267 15,716
Interest accrued 101,751 11,460
Total current assets 64,358,578 1,576,294
Deduct current liabilities—
Sundry creditors 12,742 4,056
Undistributed grant provision—NDRF 15,135 15,135
Total current liabilities 27,877 19,191
Working capital 64,330,701 1,557,103
Add investment (note 3)—
24,000,000 shares in Trust Bank New Zealand Limited (at cost) 9,423,269 21,202,352
Net assets as per accumulated funds $73,753,970 $22,759,455

Signed on behalf of the board of trustees:
C. A. MELVILLE, Chairperson.
R. S. McKNIGHT, Trustee.
Dated the 24th day of May 1994.

These accounts are to be read in conjunction with the notes set out below.



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💰 Trust Bank Otago Community Trust Financial Statements (continued from previous page)

💰 Finance & Revenue
24 May 1994
Financial statements, Income and Expenditure, Balance Sheet, Trust Bank Otago, Community Trust
  • C. A. MELVILLE, Trustee
  • R. S. McKNIGHT, Trustee
  • C. A. MELVILLE, Chairperson
  • R. S. McKNIGHT, Trustee