Charities Services

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Charity Summary

Charity Details

Legal name of the Charity:

Davies Family Charitable Trust

Registration number:

CC57045

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

9/10/2019

Balance Date:

March 31

Address for service

Charity's Postal Address:

4997 Ohaupo Road

RD 1

Te Awamutu

3879

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/CC57045

Purpose & Structure

Charitable Purpose

1. The relief of poverty; 2. The advancement of education; 3. Other purposes beneficial to the community

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Social services

Education / training / research, Community development

Beneficiaries:

Other charities

Entity Structure

The Trust is governed by two trustees who are solely responsible for all decisions and activities of the 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	Annual Return Summary
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	19/08/2025	$834	$28,400	Included in Annual Return
31/03/2024	30/09/2024	29/05/2024	$2,811	$26,198	Included in Annual Return
31/03/2023	30/09/2023	18/09/2023	$17,604	$16,251	Included in Annual Return
31/03/2022	30/09/2022	27/06/2022	$23,396	$46,415	Included in Annual Return
31/03/2021	30/09/2021	13/10/2021	$34,089	$21,624	Included in Annual Return
31/03/2020	31/12/2020	23/12/2020	$100,001	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Donna Lee Davies	Trustee	3/04/2019
Paul Neil Davies	Trustee	3/04/2019

Charity Updates

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

Charity Documents

Date Uploaded	Document Type	Reference Name