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Charity Summary


Charity Details


The Frank & Margaret Whiteley Charitable Trust
CC45100
N/A
Registered

Registration details

5/09/2010
December 31

Address for service

Suite 23
191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

This trust was established by Margaret Whitely under a deed dated 5th July 2010. It is to be held in perpetuity with annual income applied to the objects of the deed.

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

Makes grants to organisations (including schools or other charities)

Health

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 30 June 2011 under Section 43 of the Charities Act 2005. The first annual return is due by 30 June 2012.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2024 30/06/2025 8/07/2025 $33,207 $25,487 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 12/03/2024 $77,709 $26,363 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 2/05/2023 $25,414 $119,289 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 16/03/2022 $58,599 $16,540 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 22/06/2021 $64,327 $21,270 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 22/06/2020 $104,916 $30,792 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 26/06/2019 $20,194 $51,776 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 12/02/2018 $68,725 $25,631 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 6/04/2017 $22,463 $27,073 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2015 30/06/2016 11/02/2016 $25,392 $15,845 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Trustees Executors Ltd Trustee N/A

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)
8/07/2024 NOC013

Charity Documents


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