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Charity Summary

This is the charity information for: The Francis Moss Boord Trust.

Charity Details

Legal name of the Charity:

The Francis Moss Boord Trust

Registration number:

CC21692

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

10/03/2008

Balance Date:

April 30

Address for service

Charity's Postal Address:

C/O Perpetual Guardian PO Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 8, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Bay of Plenty

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC21692

Purpose & Structure

Charitable Purpose

Makes grants for the benefit of people within the Rotorua district.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Other (please state)

(One of the selected sectors), Accommodation / housing, Education / training / research, 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, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Beneficiaries:

Other (please state)

(Local authority bodies administering public reserves, public library, one of the selected beneficiary types), Other charities, Voluntary bodies other than charities, Religious groups

Legal Structure

Unincorporated 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.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 October 2008 under section 43 of the Charities Act 2005. The first annual return is due by 31 October 2009.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
30/04/2026	31/10/2026	3/07/2026	$77,840	$124,304	Included in Annual Return
30/04/2025	31/10/2025	12/08/2025	$145,504	$45,505	Included in Annual Return
30/04/2024	31/10/2024	28/05/2024	$82,667	$37,050	Included in Annual Return
30/04/2023	31/10/2023	8/08/2023	$89,170	$35,058	Included in Annual Return
30/04/2022	31/10/2022	28/06/2022	$56,469	$33,590	Included in Annual Return
30/04/2021	31/10/2021	6/07/2021	$45,391	$8,080	Included in Annual Return
30/04/2020	31/10/2020	28/07/2020	$54,610	$9,594	Included in Annual Return
30/04/2019	31/10/2019	6/11/2019	$53,176	$11,085	Included in Annual Return
30/04/2018	30/11/2018	26/11/2018	$52,710	$186,639	Included in Annual Return
30/04/2017	31/10/2017	13/09/2017	$59,349	$2,879	Included in Annual Return
1

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)
2/11/2015	NOC006
25/08/2014	NOC005
15/10/2013	AR006
25/10/2011	AR004
30/10/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name