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Charity Summary


Charity Details

The Winifred Beatrice May and Charles Dickens Jolly Trust
CC28475
N/A
Registered

Registration details

30/06/2008
September 28

Name change history

Name Effective Date
Winifred Beatrice May and Charles Dickens Jolly Trust 30/06/2008
The Winifred Beatrice May and Charles Dickens Jolly Trust 3/10/2018

Address for service

Private Bag 5902
Pipitea
Wellington
6140
Level 2, Public Trust Tower
22 Willeston Street
Wellington
6011

Charity's other details

0800 371471
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/CC28475

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)

Social services

Emergency / disaster relief

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 31 March 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 March 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
28/09/2025 31/03/2026 5/12/2025 $16,301 $17,175 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2024 31/03/2025 20/12/2024 $16,854 $14,281 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2023 31/03/2024 8/12/2023 $13,433 $22,050 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2022 31/03/2023 1/02/2023 $19,676 $13,604 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2021 31/03/2022 8/11/2021 $16,774 $12,002 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2020 31/03/2021 5/11/2020 $16,797 $7,749 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2019 31/03/2020 21/10/2019 $7,218 $14,427 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2018 31/03/2019 8/10/2018 $15,977 $9,232 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2017 31/03/2018 17/10/2017 $7,983 $15,533 load annual return's financial documents spinner gif
Included in Annual Return
28/09/2016 31/03/2017 20/10/2016 $15,687 $7,519 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 28/09/2000

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)
3/10/2018 NOC007
15/03/2010 NOC002
12/03/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.