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Charity Summary

This is the charity information for: The James and Margaret Isdell Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The James and Margaret Isdell Trust

Registration number:

CC23696

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

01/05/2019

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of The James and Margaret Isdell Trust at the date of deregistration:

Legal name of the Charity:

The James and Margaret Isdell Trust

Registration number:

CC23696

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/04/2008

Balance Date:

April 30

Address for service

Charity's Postal Address:

PO Box 31542

Hutt Central

Lower Hutt

5040

Charity's Street Address:

Public Trust House

40-42 Queens Drive

Hutt Central

Lower Hutt

5010

Charity's other details

Phone:

0800 371 471

Email:

fundinig@publictrust.co.nz

Website:

http://www.publictrust.co.nz

Areas of Operation:

West Coast

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC23696

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.

Activities:

Makes grants to organisations (including schools or other charities)

Grants Directly to Westland, Buller & Grey District Council Mayoral Relief Funds

Sectors:

Community development

Relief of Poverty, Education, Community

Beneficiaries:

Other (please state)

(Individuals & Communites on the West Coast between Karamea & Jackson's Bay)

Entity Structure

Public Trust administers the Charitable Trust as Trustee. The Trust Deed has named beneficiaries who receive distributions of income from the 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.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
30/04/2019	31/10/2019	-	-	-	To be filed	To be filed
30/04/2018	31/10/2018	28/08/2018	$795	$1,233	Included in Annual Return
30/04/2017	31/10/2017	13/07/2017	$1,066	$346	Included in Annual Return
30/04/2016	31/10/2016	9/09/2016	$1,302	$1,112	Included in Annual Return
30/04/2015	31/10/2015	19/05/2015	$0	$0	Included in Annual Return
30/04/2014	31/10/2014	2/05/2014	$0	$0	Included in Annual Return
30/04/2013	31/10/2013	26/09/2013	$0	$0	Included in Annual Return
30/04/2012	31/10/2012	1/05/2012	$1,391	$1,090	Included in Annual Return
30/04/2011	31/10/2011	3/05/2011	$1,092	$1,151	Included in Annual Return
30/04/2010	31/10/2010	3/05/2010	$1,107	$1,320	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Public Trust	Trustee	N/A

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)
1/05/2012	AR005
1/05/2009	AR002
22/10/2008	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name