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Charity Summary

This is the charity information for: The M.M. & D.J. Robertson Charitable Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The M.M. & D.J. Robertson Charitable Trust

Registration number:

CC31337

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

20/02/2020

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:

$42,300

Liabilities:

The Charity’s accumulated assets and income have been:

Below are details of The M.M. & D.J. Robertson Charitable Trust at the date of deregistration:

Legal name of the Charity:

The M.M. & D.J. Robertson Charitable Trust

Registration number:

CC31337

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

October 31

Registration history

Registration Action	Date effective	Reason
De-registered	20/02/2020	The charity is closing down permanently or has closed down (winding up)
Registered	30/06/2008

Address for service

Charity's Postal Address:

C/O NZ GUARDIAN TRUST PO Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/O NZ GUARDIAN TRUST

Level 13, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC31337

Purpose & Structure

Charitable Purpose

To apply funds to the charitable purpose set out in, and in accordance with, the founding documentation and the Charities Act 2005.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Other (please state)

(All sectors within New Zealand)

Beneficiaries:

Other charities

Entity Structure

The entity is governed by trustees who are subject to the powers and discretions set out in the founding documentation and relevant legislation.

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 30 April 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 30 April 2010.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/10/2019	30/04/2020	-	-	-	To be filed	To be filed
31/10/2018	30/06/2019	16/08/2019	$1,562	$4,066	Included in Annual Return
31/10/2017	30/04/2018	8/03/2018	$1,709	$3,819	Included in Annual Return
31/10/2016	30/04/2017	24/01/2017	$1,876	$2,865	Included in Annual Return
31/10/2015	30/04/2016	17/03/2016	$2,135	$3,404	Included in Annual Return
31/10/2014	30/04/2015	30/04/2015	$2,116	$2,378	Included in Annual Return
31/10/2013	30/04/2014	28/04/2014	$2,251	$2,213	Included in Annual Return
31/10/2012	30/04/2013	29/04/2013	$2,161	$2,563	Included in Annual Return
31/10/2011	30/04/2012	13/04/2012	$2,136	$1,940	Included in Annual Return
31/10/2010	30/04/2011	5/04/2011	$1,797	$1,537	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
The New Zealand Guardian Trust Company Limited	Trustee	1/03/1968

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)
22/04/2016	NOC006
22/04/2016	NOC005
2/02/2015	NOC004
13/04/2012	AR004
5/04/2011	AR003
20/04/2010	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name