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Charity Summary


Charity Details

The B A Lewis Charitable Trust
CC27055
N/A
Registered

Registration details

30/06/2008
April 30

Address for service

C/O Perpetual Guardian PO Box 1934
Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 8, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC27055

Purpose & Structure

Charitable Purpose

Makes grants to charitable organisations which have been granted Charitable status as the trustees may think in its absolute discretion.

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

Makes grants to organisations (including schools or other charities)

Education / training / research

Accommodation / housing, Health, Environment / conservation, Marae on reservation land, Community development, Emergency / disaster relief, Social services, Employment, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering, One of the selected sectors

Other (please state)

(schools, one of the selected beneficiary types), 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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/04/2026 31/10/2026 - - - To be filed To be filed
30/04/2025 31/10/2025 29/09/2025 $54,425 $77,514 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2024 31/10/2024 21/06/2024 $51,718 $68,567 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2023 31/10/2023 15/06/2023 $87,636 $23,869 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2022 31/10/2022 31/05/2022 $47,183 $25,663 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2021 31/10/2021 22/06/2021 $40,210 $48,930 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2020 31/10/2020 12/06/2020 $47,419 $48,116 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2019 31/12/2019 29/11/2019 $66,651 $76,918 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2018 30/11/2018 6/11/2018 $65,477 $65,125 load annual return's financial documents spinner gif
Included in Annual Return
30/04/2017 31/10/2017 17/09/2017 $60,479 $91,853 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
PERPETUAL TRUST LIMITED Officer 8/10/2019

Past Officers

Officer Name Position Past Since
The New Zealand Guardian Trust Company Limited Trustee 8/10/2019
Alexis Harris Trustee 30/04/2018

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)
2/11/2015 NOC008
25/08/2014 NOC007
15/10/2013 AR006
12/10/2012 AR005
25/10/2011 AR004
6/10/2010 AR003
21/10/2009 AR002
28/05/2009 NOC002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.