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Charity Summary


Charity Details

The James Russell Lewis Trust
CC21815
N/A
Registered

Registration details

13/03/2008
September 30

Address for service

C/O Perpetual Guardian
PO Box 1934
Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 23, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC21815

Purpose & Structure

Charitable Purpose

To apply income at trustees discretion for any general charitable purpose.

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

Makes grants to organisations (including schools or other charities)

Other (please state)

(One of the selected sectors), Accommodation / housing, Education / training / research, Health, Environment / conservation, Marae on reservation land, Community development, Emergency / disaster relief, Social services, Employment, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Other charities

Educational institutions

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
30/09/2025 31/03/2026 15/12/2025 $50,215 $25,016 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 31/03/2025 19/02/2025 $49,321 $172,777 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 31/03/2024 10/01/2024 $51,045 $22,601 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 20/12/2022 $51,699 $21,729 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 16/12/2021 $30,834 $3,022 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 28/11/2020 $35,200 $2,797 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 17/01/2020 $54,358 $2,813 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 2/04/2019 $40,792 $114,261 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 21/02/2018 $44,391 $73,255 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 18/01/2017 $61,110 $57,310 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Perpetual Trust Limited Trustee 8/10/2019
Scott Milne Special Trust Advisor 21/02/2018

Past Officers

Officer Name Position Past Since
The New Zealand Guardian Trust Company Limited Trustee 8/10/2019

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)
14/03/2016 NOC007
9/07/2015 NOC006
2/02/2015 NOC005
21/01/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.