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Charity Summary


Charity Details

Estate of Ellen Ruth Elizabeth Upchurch
CC23647
N/A
Registered

Registration details

30/04/2008
August 31

Address for service

Private Bag 5902
Pipitea
Wellington
6140
Level 2, 22 Willeston St
Public Trust
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/CC23647

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)

Education / training / research

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
31/08/2025 28/02/2026 21/11/2025 $7,674 $7,707 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2024 28/02/2025 6/12/2024 $7,912 $6,009 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2023 29/02/2024 15/11/2023 $6,278 $7,633 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2022 28/02/2023 27/01/2023 $8,832 $8,213 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2021 28/02/2022 6/10/2021 $7,485 $4,890 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2020 28/02/2021 19/10/2020 $5,538 $4,833 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2019 29/02/2020 18/09/2019 $4,616 $4,771 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2018 28/02/2019 11/09/2018 $5,973 $4,482 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2017 28/02/2018 6/10/2017 $4,920 $1,966 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2016 28/02/2017 13/09/2016 $8,925 $9,361 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 4/08/1994

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)
6/10/2017 NOC006
3/09/2013 AR006
6/09/2011 AR004

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.