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Charity Summary


Charity Details

The Merton Trust
CC36471
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

C/O Perpetual Guardian
PO Box 1934, Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 8, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC36471

Purpose & Structure

Charitable Purpose

Grants for the promotion, learning encouragement of classical music in the district of Papakura

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

Other (please state)

(learning, encouragement and performance of music of a classical or light classical nature including instrumental, vocal , choral and light opera, musicals and musical theaters.)

Other (please state)

(Music)

Other (please state)

(Musicians and Musical groups, Educational institutions, one of the selected beneficiary types), Other charities

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 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2026 31/12/2026 - - - To be filed To be filed
30/06/2025 31/12/2025 27/01/2026 $10,199 $26,782 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 11/10/2024 $14,413 $19,633 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 27/10/2023 $9,752 $15,787 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 9/11/2022 $9,589 $10,202 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 15/10/2021 $7,275 $11,066 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 3/08/2020 $9,176 $8,357 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 18/12/2019 $10,471 $9,613 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 5/10/2018 $10,214 $15,239 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 20/09/2017 $10,288 $7,486 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Perpetual Trust Ltd Trustee 1/10/2019
Felicity Auva'a Trustee 16/11/2016
Allan Bradley Trustee 9/11/2016

Past Officers

Officer Name Position Past Since
Susan Blakely Trustee 30/06/2023
The New Zealand Guardian Trust Company Limited Trustee 30/09/2019
The Merton Trust Trustee 9/11/2016
Graham Purdy Trustee 1/10/2016

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)
11/01/2016 NOC008
12/01/2015 NOC007
22/09/2014 NOC006
23/12/2013 NOC005
3/12/2012 AR005
1/12/2010 AR003
11/12/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.