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Charity Summary

Charity Details

Legal name of the Charity:

Stella Frances Egan Charitable Trust

Registration number:

CC55336

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

9/04/2018

Balance Date:

November 30

Address for service

Charity's Postal Address:

Private Bag 5902

Pipitea

Wellington

6140

Charity's Street Address:

Level 2, 22 Willeston Street

Public Trust Tower

Wellington CBD

6011

Charity's other details

Phone:

0800 371 471

Email:

funding@publictrust.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/CC55336

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.

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Religious activities

Education / training / research, Social services, International activities

Beneficiaries:

Other charities

General public

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
30/11/2025	31/05/2026	20/01/2026	$10,663	$12,141	Included in Annual Return
30/11/2024	31/05/2025	4/12/2024	$12,782	$11,912	Included in Annual Return
30/11/2023	31/05/2024	12/12/2023	$10,259	$8,794	Included in Annual Return
30/11/2022	31/05/2023	4/04/2023	$9,809	$14,179	Included in Annual Return
30/11/2021	31/05/2022	3/03/2022	$15,009	$9,358	Included in Annual Return
30/11/2020	31/05/2021	20/01/2021	$9,071	$6,021	Included in Annual Return
30/11/2019	31/05/2020	30/01/2020	$15,411	$1,942	Included in Annual Return
30/11/2018	31/05/2019	12/12/2018	$433,435	$1,074	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Public Trust	Trustee	26/09/2017

Charity Updates

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

Charity Documents

Date Uploaded	Document Type	Reference Name