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Charity Summary


Charity Details

W H Hargreaves Trust
CC30258
N/A
Registered

Registration details

30/06/2008
March 31

Address for service

LEVEL 4
80 Queen Street
Auckland Central
Auckland
1010

Charity's other details

021667620
candace_pevreal@bnz.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC30258

Purpose & Structure

Charitable Purpose

The purpose of the Trust is to provide financial assistance to any current or former employee of Bank of New Zealand, their widow(er)s or dependants who can demonstrate financial hardship and genuine need based on agreed disbursement guidelines.

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

Makes grants / loans to individuals

Other (please state)

(Activity is not limited to a particular sector, rather grants are distributed with a needs-based focus to current or former BNZ employees.)

Other (please state)

(Employees/Ex Employees and their Dependents), Children / young people, Older people, People with disabilities, Family / whanau

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.

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 30/09/2025 $59,814 $64,742 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 26/08/2024 $143,001 $-38,423 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 21/09/2023 $-28,445 $75,102 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 27/09/2022 $2,934 $46,984 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 31/08/2021 $231,343 $131,137 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 16/09/2020 $16,734 $70,080 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 22/08/2019 $100,927 $22,950 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 30/08/2018 $55,869 $60,304 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 26/09/2017 $52,343 $7,635 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Warwick Ean Hunt Trustee 19/06/2024
Dean Schmidt Trustee 25/08/2023

Past Officers

Officer Name Position Past Since
Katherine Frances Mary Skinner Trustee 17/04/2026
Brigid Gibson Trustee 20/12/2024
Douglas McKay Trustee 31/05/2024
Angela Mentis Trustee 30/09/2021
Kate Daly Trustee 26/08/2021
Anthony Healy Trustee 9/03/2018
Pam Markham-Barrett Trustee 9/03/2018
John Waller Trustee 31/07/2015
Drew Williams Trustee 15/03/2015
Andrew Thorburn Trustee 16/05/2014

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)
20/04/2026 NOC023
25/08/2023 NOC019
21/08/2023 NOC018
27/09/2022 NOC016
26/01/2021 NOC014
10/08/2018 NOC010
22/09/2015 NOC007
15/09/2015 NOC006
3/10/2011 AR004
30/04/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.