Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Joseph Charitable Trust

Registration number:

CC57680

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

4/03/2020

Balance Date:

March 31

Address for service

Charity's Postal Address:

6 Glenbrook Street

Remuera

Auckland

1050

Charity's other details

Phone:

0272970076

Email:

james@egan.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/CC57680

Purpose & Structure

Charitable Purpose

The Trust has been established with a focus on providing assistance to people living in or affected by poverty in New Zealand, to the Roman Catholic Diocese of Hamilton with maintenance and upgrades to Church buildings and with other charitable purposes within the Diocese. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need.

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

Activities:

Makes grants to organisations (including schools or other charities)

Provides other finance (e.g. investment funds)

Sectors:

Religious activities

Community development, Social services, Arts / culture / heritage

Beneficiaries:

Religious groups

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.

Exemptions

This charity has been granted an exemption from filing an annual return for the year ending 31 March 2020 under Section 43 of the Charities Act 2005.

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	$7,122,318	$11,576,336	Included in Annual Return
31/03/2024	30/09/2024	3/09/2024	$9,142,318	$3,000,243	Included in Annual Return
31/03/2023	30/09/2023	21/06/2023	$6,068,276	$2,196	Included in Annual Return
31/03/2022	30/09/2022	16/05/2022	$3,000,000	$891	Included in Annual Return
31/03/2021	30/09/2021	24/08/2021	$350,000	$50,058	Included in Annual Return
31/03/2020	30/09/2020	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
Bishop Stephen Marmion Lowe	Trustee	19/02/2020
James Anthony Egan	Trustee	19/02/2020
Peter James Egan	Settlor	19/02/2020
Philip George Harris	Trustee	19/02/2020

Past Officers

Officer Name	Position	Past Since
Caroline Marie Egan	Trustee	22/11/2021
Joan Lesley Egan	Trustee	22/11/2021
Simon Peter Egan	Trustee	22/11/2021

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)
29/11/2021	NOC004
29/11/2021	NOC003
19/08/2021	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name