Annual Information Statement 2020

Legal Name
The Sir Robert Menzies Memorial Foundation Limited
ABN
43008543897

About the charity

Charity size
Large
Does the charity fundraise online?
Yes
Is the charity an incorporated association?
No
Does the charity intend to fundraise in the next reporting period?
Yes
Select the state/territory where the charity intends to fundraise in the 2020 reporting period
  • NSW fundraising number: 18078
  • VIC fundraising number: 14172
Is the charity a Basic Religious Charity?
No

Charity programs

Program name
Primary and Secondary Education
Program classification
Education
Program locations
Victoria
Program beneficiaries
General community in Australia

Program name
Science Entrepreneurship
Program classification
Biomedical engineering
Program locations
Victoria
Program beneficiaries
General community in Australia

Description of the charities activities and outcomes
The Menzies Foundation aims to raise the profile and importance of "outstanding" leadership.

Human Resources

Employees and volunteers
  • Full time employees: 0
  • Part time employees: 3
  • Casual employees: 0
  • Full-time equivalent staff (FTE): 2
  • Estimated number of volunteers: 330

Financial Reporting

Charity's 2020 reporting period
1 January 2020 to 31 December 2020
Type of financial statement
General purpose financial statements
Financial report consolidated with more than one entity?
No
Did your charity have any related party transactions?
No
Does your charity have documented policies or processes about related party transactions?
No
Financial report submitted to a state/territory regulator?
No

Income and Expenses

Comprehensive Income Statement summary

Gross Income
Donations and bequests
$82,645.00
Revenue from providing goods or services
$0.00
Revenue from government including grants
$0.00
Revenue from investments
$1,215,205.00
All other revenue
$58,824.00
Total revenue
$1,356,674.00
Other income (for example, gains)
$449,572.00
Total gross income
$1,806,246.00
Expenses
Employee expenses
$228,223.00
Interest expenses
$0.00
Grants and donations made for use in Australia
$1,309,850.00
Grants and donations made for use outside Australia
$0.00
All other expenses
$345,163.00
Total expenses
$1,883,236.00
Net surplus/(deficit)
$-76,990.00
Other comprehensive income
$0.00
Total comprehensive income
$-76,990.00

Balance Sheet extract

Assets
Total current assets
$29,677,826.00
Non-current loans receivable
$0.00
Other non-current assets
$0.00
Total non-current assets
$0.00
Total assets
$29,677,826.00
Liabilities
Total current liabilities
$156,845.00
Non-current loans payable
$0.00
Other non-current liabilities
$3,657.00
Total non-current liabilities
$3,657.00
Total liabilities
$160,502.00
Net assets/liabilities
$29,517,324.00