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Charity Summary

This is the charity information for: The Gordon Bartleet Trust Fund.

Charity Details

Deregistration details

Legal name of the Charity:

The Gordon Bartleet Trust Fund

Registration number:

CC27368

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

20/09/2018

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 Gordon Bartleet Trust Fund at the date of deregistration:

Legal name of the Charity:

The Gordon Bartleet Trust Fund

Registration number:

CC27368

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

May 31

Address for service

Charity's Postal Address:

C/O NZ GUARDIAN TRUST PO Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/o NZ Guardian Trust

Level 13, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Waikato

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC27368

Purpose & Structure

Charitable Purpose

Makes distributions to charitable organisations within Rotorua.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

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

Beneficiaries:

Children / young people

Other charities, Voluntary bodies other than charities, Religious groups, One of the selected beneficiary types

Entity Structure

The entity is governed by trustees who are subject to the powers and discretions set out in the founding documentation and relevant legislation.

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
31/05/2018	30/11/2018	-	-	-	To be filed	To be filed
31/05/2017	30/11/2017	24/07/2017	$2,476	$9,004	Included in Annual Return
31/05/2016	30/11/2016	8/12/2016	$2,860	$7,653	Included in Annual Return
31/05/2015	30/11/2015	27/11/2015	$3,575	$9,375	Included in Annual Return
31/05/2014	30/11/2014	28/11/2014	$3,517	$14,015	Included in Annual Return
31/05/2013	30/11/2013	27/11/2013	$4,024	$1,890	Included in Annual Return
31/05/2012	30/11/2012	22/11/2012	$4,080	$2,401	Included in Annual Return
31/05/2011	30/11/2011	10/11/2011	$4,238	$13,925	Included in Annual Return
31/05/2010	30/11/2010	4/11/2010	$4,640	$10,857	Included in Annual Return
31/05/2009	30/11/2009	12/11/2009	$9,000	$22,000	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
The New Zealand Guardian Trust Company Limited	Trustee	25/07/1974

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)
30/11/2015	NOC006
28/11/2014	NOC005
18/09/2014	NOC004
10/11/2011	AR004
12/11/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name