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Charity Summary

This is the charity information for: H AND L MORGAN CHARITABLE TRUST.

Charity Details

Deregistration details

Legal name of the Charity:

H AND L MORGAN CHARITABLE TRUST

Registration number:

CC30308

NZBN number:

9429043188758

Current Status:

Deregistered

Deregistration Date Requested:

15/12/2021

Deregistration Reason:

Other

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$86,289

Liabilities:

The Charity’s accumulated assets and income have been:

Retained as they are continuing to operate

Below are details of H AND L MORGAN CHARITABLE TRUST at the date of deregistration:

Legal name of the Charity:

H AND L MORGAN CHARITABLE TRUST

Registration number:

CC30308

NZBN number:

9429043188758

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	15/12/2021	The charitable trust set up from the $100,000 that my father set aside for this purpose is no longer able, due to the reduction in term deposit interest rates, to earn money for donations and the capital is falling. For this reason we have decided to deregister our Trust in the meantime
Registered	30/06/2008

Address for service

Charity's Postal Address:

99 Point Road

Monaco

Nelson

7011

Charity's other details

Phone:

03 5477 734

Email:

harveylois@xtra.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC30308

Purpose & Structure

Charitable Purpose

The deed of this trust originally established on 16 may 1988 as the Ngartahi charitable trust and subsequently changed to H & L morgan chartiable trust on 30 June 2008, states the purpose of the trust is that- " Reginald Dewar Morgan, the settlor, wishes to establish a trust for religious, educational and charitable purposes.

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

Activities:

Other (please state)

(Donations To Registered Charities), Makes grants to organisations (including schools or other charities)

Sectors:

Other (please state)

(We donate to multiple sectors ie no main sector)

Beneficiaries:

Other (please state)

(We donate to many of the above )

Entity Structure

The original capital of the trust in 1988 was $100,000 which my wife Lois Morgan and i have invested mainly in our bank BNZ initially and westpac since 1995, in order to generate around $4000 each year for donations to numerous Registered charities. Over those 28 years we have managed to maintain the capital and current assets around 98,000 to $101,000.

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
31/03/2022	30/09/2022	-	-	-	To be filed	To be filed
31/03/2021	30/09/2021	-	-	-	To be filed	To be filed
31/03/2020	30/09/2020	19/10/2020	$1,992	$1,530	Included in Annual Return
31/03/2019	30/09/2019	10/10/2019	$2,899	$1,430	Included in Annual Return
31/03/2018	30/09/2018	12/10/2018	$2,238	$2,630	Included in Annual Return
31/03/2017	30/09/2017	23/01/2018	$1,374	$2,176	Included in Annual Return
31/03/2016	30/09/2016	8/11/2016	$3,940	$2,505	Included in Annual Return
31/03/2015	30/09/2015	1/10/2015	$4,404	$2,005	Included in Annual Return
31/03/2014	30/09/2014	14/10/2014	$3,926	$2,370	Included in Annual Return
31/03/2013	30/09/2013	10/10/2013	$3,894	$1,498	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Harvey MacDonald Morgan	Trustee	30/06/2008
Lois Isabel Morgan	Trustee	30/06/2008

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)
8/10/2012	AR005
3/10/2011	AR004
14/09/2010	AR003
23/09/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name