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Charity Summary


Charity Details

The Ivan & Nancye Davis Charitable Trust
Estate Of Nanyce Margaret Davis
CC11423
N/A
Registered

Registration details

23/10/2007
June 30

Address for service

Public Trust
Private Bag 5902
Wellington
6140
Public Trust Tower
Level 2
22 Willeston Street
Wellington
6011

Charity's other details

0800 371 471
funding@publictrust.co.nz
http://www.publictrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC11423

Purpose & Structure

Charitable Purpose

The Charitable Trust was set up to pay an income in perpetuity equally among the following charities: 1. Pukeiti Rhododendron Trust. 2. Karori Wildlife Sanctuary. 3. Presbyterian Support Services Wellington. 4. Salvation Army Wellington. 5. Women’s Refuge Wellington. 6. Te Omanga Hospice, Lower Hutt. 7. Royal Forest & Bird Protection Society Wellington. 8. Cancer Society of New Zealand, Wellington. 9. Royal New Zealand Foundation of the Blind, Auckland.

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

Makes grants / loans to individuals

Provides other finance (e.g. investment funds)

Other (please state)

(A number of varying charities.)

General public

Older people, Animals, People with disabilities, People with illness

Legal Structure

Unincorporated Trust

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 by 31 August 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 August 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 7/10/2025 $18,010 $11,792 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 8/08/2024 $13,404 $13,997 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 11/09/2023 $13,447 $15,489 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 5/08/2022 $15,574 $17,331 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 12/07/2021 $19,235 $9,843 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 13/07/2020 $7,552 $8,163 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 12/07/2019 $9,642 $10,892 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 6/07/2018 $12,330 $11,445 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 10/10/2017 $10,046 $1,867 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 21/12/2016 $18,154 $18,349 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 23/10/2007

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)
5/07/2012 AR005
1/07/2010 AR003
6/07/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.