Charities Services

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Charity Summary

Charity Details

Legal name of the Charity:

R & AJ Francis Charitable Trust

Registration number:

CC55857

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

28/09/2018

Balance Date:

March 31

Address for service

Charity's Postal Address:

C/O Perpetual Guardian PO Box 1934

Shortland Street

Auckland Central

Auckland

1140

Charity's Street Address:

191 Queen Street

Level 8, Shortland Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Auckland

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC55857

Purpose & Structure

Charitable Purpose

Advance charitable causes of the National Heart Foundation of New Zealand (Auckland branch) and The Neurological Foundation of New Zealand (Auckland branch) by making grants to them of the net income generated by investments in the trust

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Health

Beneficiaries:

Other charities

General public

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
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	3/06/2025	$92,580	$128,888	Included in Annual Return
31/03/2024	30/09/2024	5/06/2024	$90,169	$154,520	Included in Annual Return
31/03/2023	30/09/2023	15/05/2023	$85,506	$66,424	Included in Annual Return
31/03/2022	30/09/2022	24/05/2022	$85,375	$120,980	Included in Annual Return
31/03/2021	30/09/2021	26/05/2021	$61,886	$68,875	Included in Annual Return
31/03/2020	30/09/2020	21/05/2020	$75,724	$1,976	Included in Annual Return
31/03/2019	30/09/2019	30/09/2019	$18,705	$48	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Perpetual Trust Ltd	Trustee	1/10/2019

Past Officers

Officer Name	Position	Past Since
The New Zealand Guardian Trust Company Ltd	Trustee	30/09/2019

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)
2/11/2018	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name