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Charity Summary


Charity Details


The Allan Simpson Benevolent Trust
Estate of Allan Simpson
CC22157
N/A
Registered

Registration details

26/03/2008
July 31

Name change history

Name Effective Date
Estate of Allan Simpson 26/03/2008
The Allan Simpson Benevolent Trust 22/08/2025

Address for service

Public Trust
Private Bag 5902
Wellington
6140
Public Trust
Level 2, 22 Willeston St
Lower Hutt
6011

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

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

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

Makes grants to organisations (including schools or other charities)

Grants only to Wellington Masonic Association and NZ CCS

People with disabilities

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 28 February 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 28 February 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/07/2026 31/01/2027 - - - To be filed To be filed
31/07/2025 31/01/2026 21/08/2025 $21,011 $22,440 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2024 31/01/2025 2/10/2024 $21,749 $20,201 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2023 31/01/2024 9/08/2023 $17,400 $23,455 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2022 31/01/2023 22/09/2022 $26,150 $25,604 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2021 31/01/2022 22/09/2021 $22,693 $15,332 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2020 31/01/2021 18/09/2020 $16,433 $14,208 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2019 31/01/2020 26/08/2019 $13,948 $16,948 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2018 31/01/2019 16/08/2018 $17,622 $13,054 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2017 31/01/2018 25/10/2017 $14,502 $7,619 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Public Trust Trustee 9/07/1994

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)
22/08/2025 NOC014
31/08/2010 AR003

Charity Documents


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No supporting documents.