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Charity Summary

This is the charity information for: The Sam Trust Board.

Charity Details

Deregistration details

Legal name of the Charity:

The Sam Trust Board

Other Name (inc Trading Name):

The Sam Trust

Registration number:

CC22024

NZBN number:

9429043049639

Current Status:

Deregistered

Deregistration Date Requested:

31/03/2020

Deregistration Reason:

The charity is merging or has merged with another organisation that is not a registered charity

Merged Organisation:

The FlorencePetersenLeukaemiaTrust

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$297,885

Liabilities:

The Charity’s accumulated assets and income have been:

Below are details of The Sam Trust Board at the date of deregistration:

Legal name of the Charity:

The Sam Trust Board

Other Name (inc Trading Name):

The Sam Trust

Registration number:

CC22024

NZBN number:

9429043049639

Current Status:

Deregistered

Registration details

Date of Registration:

19/03/2008

Balance Date:

March 31

Registration history

Registration Action	Date effective	Reason
De-registered	31/03/2020	The charity is merging or has merged with another organisation that is not a registered charity
Registered	19/03/2008

Address for service

Charity's Postal Address:

PO Box 823

Wellington

6140

Charity's Street Address:

6 Raebern Lane

308 Oriental Parade

Raumati Beach

Paraparaumu

5032

Charity's other details

Phone:

027 2269791

Email:

abowie@xtra.co.nz

Website:

http://www.thesamtrust.co.nz

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC22024

Purpose & Structure

Charitable Purpose

Funding for professional development for medical staff at the Wellington Blood and Cancer Centre and for facilities not funded from other sources

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

Activities:

Makes grants / loans to individuals

Sectors:

Education / training / research

Health, Fund-raising

Beneficiaries:

Other (please state)

(Patients, Medical Staff, Nurses, Wellington Blood and Cancer Centre)

Entity Structure

Board of 4 persons re elected three yearly and includes offices of Chairperson, Secretary and Treasurer

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 30 September 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 September 2009.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/03/2020	30/09/2020	-	-	-	To be filed	To be filed
31/03/2019	30/09/2019	6/08/2019	$42,352	$10,410	Included in Annual Return
31/03/2018	30/11/2018	9/11/2018	$15,827	$11,873	Included in Annual Return
31/03/2017	30/09/2017	22/06/2017	$12,972	$4,696	Included in Annual Return
31/03/2016	30/09/2016	22/09/2016	$15,914	$14,578	Included in Annual Return
31/03/2015	30/09/2015	1/09/2015	$33,088	$33,767	Included in Annual Return
31/03/2014	30/09/2014	9/10/2014	$18,259	$11,967	Included in Annual Return
31/03/2013	30/09/2013	10/10/2013	$19,271	$14,665	Included in Annual Return
31/03/2012	30/09/2012	10/08/2012	$21,683	$14,019	Included in Annual Return
31/03/2011	30/09/2011	24/09/2011	$16,971	$18,621	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Alison Frances Bowie	Trustee	20/03/2008
Joanna Delahunty	Trustee	20/03/2008
Susan Wilson	Trustee	20/03/2008
Wenda Wendelken	Trustee	20/03/2008

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)
17/12/2015	NOC008
17/08/2015	NOC007
27/07/2015	NOC006
10/10/2013	AR007
24/09/2011	AR004
8/09/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name