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Charity Summary


Charity Details


The Patrimony Trust
CC24671
N/A
Registered

Registration details

21/05/2008
March 31

Address for service

PO Box 6015
Wellesley Street
Auckland
1141
7 New Street
Saint Marys Bay
Auckland
1011

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

The purpose is to hold the personal assets of the congregation while the carry out the apostolic works of Nga Whaea Atawhai o Aotearoa Sisters of Mercy within New Zealand.

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

Provides religious services / activities

Religious activities

Other charities

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.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 September 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 30/09/2025 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 30/09/2024 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 30/08/2023 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 22/09/2022 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 29/10/2021 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 30/09/2020 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 30/09/2019 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 28/09/2018 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 25/09/2017 $0 $0 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Denise Margaret Fox Trustee 5/12/2024
Kathleen Patricia Lynch Trustee 5/12/2024
Margaret Anne Martin Trustee 5/12/2024
Natalie Mary Murphy Trustee 5/12/2024

Past Officers

Officer Name Position Past Since
Paula Anamani Alipia Trustee 8/11/2025
Judith Patricia Moroney Trustee 5/12/2024
Kilistina Tupou Maliu'oehau Vaeatangitau Trustee 5/12/2024
Mary Bernadette Wood Trustee 5/12/2024
Raylene Anne Dwyer Trustee 5/12/2024
Susan Jayne France Trustee 5/12/2024
Katrina Fabish Trustee 12/12/2019
Tui Heather Louise Cadigan Trustee 12/12/2019
Anne Pauline Campbell Trustee 12/12/2014
Mary Frances Catherwood N/A 12/12/2014
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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)
10/12/2025 NOC019
5/02/2025 NOC017
5/02/2020 NOC011
30/01/2020 NOC010
18/12/2014 NOC005
29/01/2010 NOC002
25/09/2009 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.