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Charity Summary

This is the charity information for: The Isabella McKenzie Morgan Charitable Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The Isabella McKenzie Morgan Charitable Trust

Other Name (inc Trading Name):

none

Registration number:

CC30179

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

31/03/2020

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 Isabella McKenzie Morgan Charitable Trust at the date of deregistration:

Legal name of the Charity:

The Isabella McKenzie Morgan Charitable Trust

Other Name (inc Trading Name):

none

Registration number:

CC30179

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	31/03/2020	The charity is closing down permanently or has closed down (winding up)
Registered	30/06/2008

Address for service

Charity's Postal Address:

Flat 2

65 Old Karori Road

Karori

Wellington

6012

Charity's other details

Phone:

04 476 6247

Email:

jgstevens@outlook.com

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC30179

Purpose & Structure

Charitable Purpose

To distribute both the capital and income from the Trust Fund to such organisations as the Trustees may from time to time determine.The Trustees currently have a policy of giving priority to distributions to community groups and those supporting the elderly or youth at risk, together with animal welfare.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Social services

Education / training / research, Religious activities, Arts / culture / heritage, Care / protection of animals, People with disabilities

Beneficiaries:

Older people

Children / young people, Other charities, Voluntary bodies other than charities, Animals

Entity Structure

The current trustees attend to all administrative and compliance functions without remuneration. The trust fund is held in the trust account of a legal firm, independant of the trustees, which charges some fees and commission.

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
31/03/2020	30/09/2020	-	-	-	To be filed	To be filed
31/03/2019	30/09/2019	6/09/2019	$124	$1,230	Included in Annual Return
31/03/2018	30/09/2018	25/09/2018	$141	$230	Included in Annual Return
31/03/2017	30/09/2017	10/08/2017	$275	$6,744	Included in Annual Return
31/03/2016	30/09/2016	30/09/2016	$580	$7,319	Included in Annual Return
31/03/2015	30/09/2015	27/10/2015	$874	$4,322	Included in Annual Return
31/03/2014	30/09/2014	17/04/2014	$1,974	$13,166	Included in Annual Return
31/03/2013	30/09/2013	12/07/2013	$2,857	$3,242	Included in Annual Return
31/03/2012	30/09/2012	26/09/2012	$2,989	$11,580	Included in Annual Return
31/03/2011	30/09/2011	28/02/2012	$3,543	$13,084	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Mary Helen Rosalind Stevens	Trustee	15/03/2013
John Garry Stevens	Trustee	31/03/2001

Past Officers

Officer Name	Position	Past Since
Ian William Lawrence	Trustee	15/03/2013

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)
19/03/2013	NOC003
28/02/2012	NOC002
9/02/2011	AR003
11/08/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name