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Charity Summary


Charity Details

S R & B J Williams Charitable Trust Board
Mangakuri Station
CC28497
9429043050215
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 146
Hastings
4156
111 Avenue Road East
Hastings 4122
Hastings
4122

Charity's other details

06 873 8037
06 876 5211
markc@bwr.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC28497

Purpose & Structure

Charitable Purpose

The purpose of the S R & B J Williams Charitable Trust Inc is to support the benevolent wishes of the settlor among the people of Hawkes Bay by managing its farming property in a profitable and sustainable manner and providing grants for education, research, environmental, artistic, cultural and heritage sectors within the Hawkes Bay region.

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

Makes grants to organisations (including schools or other charities)

Community development

Education / training / research, Environment / conservation, Arts / culture / heritage

Other (please state)

(), Other charities

Entity Structure

The Trust has five Trustees who have the power to appoint replacement Trustees as required in terms of the Trust Deed. At the Annual General Meeting each year the Trustees review the roles and performance of the existing trustees. Each year the Chairman is elected by the Trustees for the ensuing 12 months. Trustees are selected on the basis of their knowledge of the local farming and business environment within Hawkes Bay and displaying empathy towards the causes the Trust may assist.

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 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2026 31/12/2026 - - - To be filed To be filed
30/06/2025 31/12/2025 - - - To be filed To be filed
30/06/2024 31/12/2024 30/06/2025 $1,359,466 $1,582,814 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 24/04/2025 $1,444,621 $1,269,096 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 27/11/2023 $1,184,994 $1,173,971 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/03/2022 18/10/2022 $885,473 $978,661 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 8/11/2021 $997,964 $1,483,622 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 24/08/2020 $1,489,622 $1,116,217 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 28/02/2019 18/03/2020 $1,153,693 $857,383 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 28/02/2018 23/02/2018 $1,114,547 $928,931 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Daniel James Angland Advisor 25/08/2020
Peter Tod Trustee 19/12/2016
John Francis Springford Trustee 3/08/2005
Lawrence Arden Yule Trustee 12/09/2002

Past Officers

Officer Name Position Past Since
Denis Eric Hardy Trustee 31/07/2023

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)
22/09/2023 NOC012
24/08/2020 NOC009
22/12/2016 NOC004

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.