Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Wilfred Alexander Rooth Atkinson Charitable Trust

Registration number:

CC55372

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

27/04/2018

Balance Date:

June 30

Address for service

Charity's Postal Address:

C/O Perpetual Guardian

P O Box 1934, Shortland Street

Auckland CBD

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 8, 191 Queen Street

Auckland CBD

Auckland

1010

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC55372

Purpose & Structure

Charitable Purpose

To use funds towards the relief of poverty or financial difficulty by providing financial assistance to those past and present members of the Institute of Marine and Power Engineers (NZ) and their spouses, children and grandchildren as well as other charitable organisations within New Zealand, with an emphasis on those charities whose purpose has a maritime focus or includes search and rescue operations

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

Activities:

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities), Sponsors / undertakes research

Sectors:

Education / training / research

Emergency / disaster relief, Social services

Beneficiaries:

General public

Children / young people, Other charities, Older people, Family / whanau, Members of the Institute of Marine and Power Engineers (NZ) and their spouses, children and grandchildren

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.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
30/06/2025	31/12/2025	8/08/2025	$16,196	$12,486	Included in Annual Return
30/06/2024	31/12/2024	13/09/2024	$16,195	$20,080	Included in Annual Return
30/06/2023	31/12/2023	29/11/2023	$15,284	$43,929	Included in Annual Return
30/06/2022	31/12/2022	20/09/2022	$13,827	$74,953	Included in Annual Return
30/06/2021	31/12/2021	16/09/2021	$11,404	$22,508	Included in Annual Return
30/06/2020	31/12/2020	5/08/2020	$13,813	$27,913	Included in Annual Return
30/06/2019	31/12/2019	18/02/2020	$20,797	$24,308	Included in Annual Return
30/06/2018	31/12/2018	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
PERPETUAL TRUST LIMITED	Officer	8/10/2019

Past Officers

Officer Name	Position	Past Since
The New Zealand Guardian Trust Company Limited	Trustee	8/10/2019

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)
11/02/2020	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name