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Charity Summary


Charity Details

The E L Herbert Memorial Fund
Estate of Alfred Henry Herbert
CC35793
N/A
Registered

Registration details

30/06/2008
July 31

Address for service

Public Trust
Private Bag 5902
Wellington Central
Wellington
6140
Public Trust
22 Willeston Street
Wellington Central
Wellington
6011

Charity's other details

0800 371 471
funding@publictrust.co.nz
http://www.publictrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC35793

Purpose & Structure

Charitable Purpose

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will.

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

Makes grants to organisations (including schools or other charities)

Grants to the Anglican Diocese

Education / training / research

Religious activities

Other (please state)

(Boys in the Eketahuna area)

Legal Structure

Unincorporated Trust

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
31/07/2026 31/01/2027 - - - To be filed To be filed
31/07/2025 31/01/2026 13/11/2025 $1,568 $1,725 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2024 31/01/2025 16/08/2024 $1,628 $1,976 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2023 31/01/2024 4/08/2023 $1,298 $1,547 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2022 31/01/2023 27/10/2022 $1,820 $1,148 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2021 31/01/2022 20/08/2021 $1,542 $981 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2020 31/01/2021 5/08/2020 $1,141 $1,017 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2019 31/01/2020 15/08/2019 $958 $1,503 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2018 31/01/2019 28/08/2018 $1,241 $1,196 load annual return's financial documents spinner gif
Included in Annual Return
31/07/2017 31/01/2018 4/10/2017 $1,024 $1,495 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 14/05/1946

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)
25/03/2009 NOC002

Charity Documents

Notices

The trustees agree that as a condition of registration and in accordance with section 61B of the Charitable Trusts Act 1957, clause 5(b)(viii) of the trust deed will be given effect as if it only applies to the original capital. Any accruing income will not be able to be distributed to the relatives of Alfred Henry Herbert identified in clauses 5(b)(i)-5(b)(v) of the will, but will be distributed to a charitable purpose or purposes.

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