Charities Services

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Charity Summary

Charity Details

Legal name of the Charity:

Norman & Joan Heaphy Charitable Trust

Registration number:

CC45681

NZBN number:

9429043168255

Current Status:

Registered

Registration details

Date of Registration:

4/09/2020

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
Registered	4/09/2020
De-registered	31/03/2015	This entity was removed from the Charities Register at their request under section 32(1)(f) of the Charities Act 2005. The entity no longer requires charitable status.
Registered	9/11/2010

Address for service

Charity's Postal Address:

285 Hardy Street

Nelson

7010

Charity's other details

Phone:

03 5469535

Email:

robinwhalleyoffice@gmail.com

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC45681

Purpose & Structure

Charitable Purpose

Education and welfare of children

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

Activities:

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities)

Sectors:

Sport / recreation

Education / training / research

Beneficiaries:

Children / young people

General public

Entity Structure

ordinary 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.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 September 2011 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2012.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	7/07/2025	$0	$0	Included in Annual Return
31/03/2024	30/09/2024	19/08/2024	$0	$0	Included in Annual Return
31/03/2023	30/09/2023	2/11/2023	$0	$0	Included in Annual Return
31/03/2022	30/09/2022	7/07/2022	$0	$0	Included in Annual Return
31/03/2021	30/09/2021	12/08/2021	$0	$0	Included in Annual Return
31/03/2014	30/09/2014	18/08/2014	$0	$0	Included in Annual Return
31/03/2013	30/09/2013	19/08/2013	$0	$0	Included in Annual Return
31/03/2012	30/09/2012	14/01/2013	$0	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Daphne Joan Heaphy	Trustee	23/11/2010
Garry Charles Petterson	Trustee	23/11/2006
Robin Whalley	Trustee	23/11/2006

Past Officers

Officer Name	Position	Past Since
Norman Edward Heaphy	Trustee	22/01/2012

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)
30/10/2012	AR001

Charity Documents

Date Uploaded	Document Type	Reference Name