Use this to find information about a particular charity.

Charity Summary


Charity Details

The Lady Alport Barker Trust
CC31392
N/A
Registered

Registration details

30/06/2008
March 31

Address for service

C/O Perpetual Guardian PO Box 1934
Shortland Street
Auckland
1140
C/O Perpetual Guardian
Level 23, 191 Queen Street
Auckland Central
Auckland
1010

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC31392

Purpose & Structure

Charitable Purpose

Makes distributions to Salvation Army Auckland, Cancer society, Heart Foundation and Barnado's.

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

Makes grants to organisations (including schools or other charities)

Education / training / research

Accommodation / housing, Health, Environment / conservation, Marae on reservation land, Community development, Emergency / disaster relief, Social services, Employment, Religious activities, Arts / culture / heritage, Sport / recreation, Care / protection of animals, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering, One of the selected sectors

Children / young people

Other charities, Voluntary bodies other than charities, Religious groups, Educational institutions, one of the selected beneficiary types

Entity Structure

The entity is governed by its sole trustee, Perpetual Guardian. Perpetual Guardian provides accounting and investment management services for the trust and has the authority to exercise its discretion over income, including accumulation of income. Distributions are decided by the Committee appointed under clause 3(b) of the trust deed, with preference for the list of charities stated in the 4th Schedule of the trust deed dated 11th November 1978.

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2025 30/09/2025 - - - To be filed To be filed
31/03/2024 30/09/2024 12/08/2024 $183,019 $215,820 load annual return's financial documents spinner gif
31/03/2023 30/09/2023 1/09/2023 $170,295 $131,248 load annual return's financial documents spinner gif
31/03/2022 30/11/2022 3/10/2022 $152,737 $121,864 load annual return's financial documents spinner gif
31/03/2021 28/02/2022 2/03/2022 $123,794 $177,649 load annual return's financial documents spinner gif
31/03/2020 30/09/2020 14/09/2020 $149,398 $181,828 load annual return's financial documents spinner gif
31/03/2019 28/02/2020 2/03/2020 $193,786 $202,297 load annual return's financial documents spinner gif
31/03/2018 31/12/2018 21/11/2018 $356,363 $172,311 load annual return's financial documents spinner gif
31/03/2017 30/09/2017 9/08/2017 $172,928 $207,818 load annual return's financial documents spinner gif
31/03/2016 30/09/2016 8/11/2016 $232,538 $340,555 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Perpetual Trust Limited Trustee 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)
3/12/2015 NOC008
1/10/2014 NOC007
21/08/2014 NOC006
24/09/2013 AR006
28/08/2012 AR005
9/09/2011 AR004
4/09/2009 AR002

Charity Documents

load dashboard supporting documents spinner gif
Date Uploaded Document Type Reference Name

No supporting documents.