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Charity Summary


Charity Details

Bert and May Wilson Charitable Trust
CC21956
N/A
Registered

Registration details

18/03/2008
September 30

Address for service

Private Bag 5902
Pipitea
Wellington
6140
Level 2, 22 Willeston St
Public Trust Tower
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/CC21956

Purpose & Structure

Charitable Purpose

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Trust Deed.

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

Makes grants to organisations (including schools or other charities)

Grants to Wellington Free Ambulance, Te Omanga Hospice Trust & National Heart Foundation

Health

Other charities

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 31/03/2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31/03/2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2025 31/03/2026 8/10/2025 $12,696 $1,635 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 31/03/2025 3/10/2024 $12,985 $22,167 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 31/03/2024 11/10/2023 $10,461 $2,385 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 10/01/2023 $14,691 $21,092 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 31/03/2022 16/11/2021 $12,441 $1,280 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 24/11/2020 $9,142 $14,767 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 31/03/2020 22/10/2019 $5,319 $1,090 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 31/03/2019 19/11/2018 $9,563 $21,926 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 9/01/2018 $8,779 $374 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 27/03/2017 $12,309 $22,883 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 27/09/2001

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)
28/03/2017 NOC007

Charity Documents

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Date Uploaded Document Type Reference Name

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