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Charity Summary

This is the charity information for: Estate Kathleen Agnes Trezise.

Charity Details

Deregistration details

Legal name of the Charity:

Estate Kathleen Agnes Trezise

Registration number:

CC49964

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

18/06/2024

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:

Liabilities:

Below are details of Estate Kathleen Agnes Trezise at the date of deregistration:

Legal name of the Charity:

Estate Kathleen Agnes Trezise

Registration number:

CC49964

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

31/10/2013

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	18/06/2024	The charity is closing down permanently or has closed down (winding up)
Registered	31/10/2013

Address for service

Charity's Postal Address:

PO Box 760

Dunedin

9054

Charity's Street Address:

24 Water Street

Dunedin Central

Dunedin

9016

Charity's other details

Email:

Enquiries@trustees.co.nz

Website:

http://www.trustees.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC49964

Purpose & Structure

Charitable Purpose

The late Kathleen Agnes Trezise died on 22nd November 1998 leaving the residue of her Estate to be held in perpetuity to pay the net annual income in equal shares to the named beneficiaries.

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

Activities:

Makes grants to organisations (including schools or other charities)

Named Charities

Sectors:

Health

Beneficiaries:

Other charities

Entity Structure

The trust funds are held in perpetuity by Trustees Executors Limited as Trustee appointed under the will. Income earned from investment is applied for the objects of the will.

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
31/03/2024	30/09/2024	-	-	-	To be filed	To be filed
31/03/2023	30/09/2023	-	-	-	To be filed	To be filed
31/03/2022	30/09/2022	22/09/2022	$3,641	$9,758	Included in Annual Return
31/03/2021	30/09/2021	18/08/2021	$29,153	$1,849	Included in Annual Return
31/03/2020	30/09/2020	6/09/2020	$4,235	$16,423	Included in Annual Return
31/03/2019	30/09/2019	28/08/2019	$9,040	$1,556	Included in Annual Return
31/03/2018	30/09/2018	30/08/2018	$10,906	$4,100	Included in Annual Return
31/03/2017	30/09/2017	9/06/2017	$9,366	$5,847	Included in Annual Return
31/03/2016	30/09/2016	16/11/2016	$9,865	$5,980	Included in Annual Return
31/03/2015	30/09/2015	7/09/2015	$4,725	$3,087	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Trustees Executors Ltd	Trustee	19/12/1998

Charity Updates

There are no public Update Details change records for this charity.

Charity Documents

Date Uploaded	Document Type	Reference Name