Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Davey Bequest

Other Name (inc Trading Name):

Estate of CL Davey Charitable Trust

Registration number:

CC62909

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

28/11/2024

Balance Date:

September 2

Address for service

Charity's Postal Address:

Private Bag 5902

Pipitea

Wellington

6140

Charity's Street Address:

Level 2

22 Willeston Street

Wellington Central

Wellington

6011

Charity's other details

Areas of Operation:

Waikato

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC62909

Purpose & Structure

Charitable Purpose

The Trustee shall pay so much of the income arising annually, as the Trustee sees fit to the following: 1. The University of Waikato to enable the Music Department to award scholarships to student/s in performance and musical composition. A special emphasis is to be given to students who are recognised as having a very high musical talent and dedication. 2. The Waikato Society of Arts for their general charitable purposes.

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

Activities:

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals

Sectors:

Arts / culture / heritage

Education / training / research

Beneficiaries:

Other charities

Children / young people

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
2/09/2025	31/03/2026	18/09/2025	$2,071,076	$10,545	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Public Trust	Trustee	23/10/2024

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)
15/09/2025	NOC002
4/02/2025	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name