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Charity Summary


Charity Details

The St George Epsom Endowment Trust Fund
CC22344
9429042976431
Registered

Registration details

31/03/2008
December 31

Address for service

Level 1
105 Carlton Gore Road
Newmarket
Auckland
1023

Charity's other details

09 550 4040
office@trustmanagement.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC22344

Purpose & Structure

Charitable Purpose

The purpose of the Trust is to provide a permanent endowment of capital assets, the income from which is to be paid to the Vestry of St Georges Anglican Church, Epsom, Auckland.

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

Other (please state)

(Income of the fund is paid to St George's Anglican Church Epsom for general purposes), Provides other finance (e.g. investment funds)

Religious activities

Religious groups

Children / young people, Older people, People with disabilities, Family / whanau, Migrants / refugees, Whole congregation of the St George Anglican Church Epsom

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.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 23/06/2026 $4,518 $850 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 16/04/2025 $5,264 $5,264 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 6/05/2024 $4,746 $4,746 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 19/05/2023 $4,331 $3,251 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 24/05/2022 $2,634 $2,634 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 30/04/2021 $3,154 $3,154 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 11/06/2020 $3,652 $3,652 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 6/06/2019 $3,619 $3,619 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 30/05/2018 $3,581 $3,598 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 29/05/2017 $3,699 $3,682 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
The General Trust Board of the Diocese of Auckland Trustee 25/06/2025
James Nettleton Frater Manager & Administrator 2/08/2014

Past Officers

Officer Name Position Past Since
Christopher Edward Clarke Trustee 24/06/2025
Grant Richard Ellis Trustee 24/06/2025
Malcolm James MacLean Trustee 24/06/2025
Maurice Carey Trustee 24/06/2025
Stephen Charles Barnett Trustee 24/06/2025
James Nettleton Frater Trustee 1/08/2014
James Nettleton Frater Manager 1/08/2014
Malcolm Taylor Trustee 8/07/2011

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)
25/06/2025 NOC021
23/06/2025 NOC020
3/05/2024 NOC017
2/05/2024 NOC016
5/06/2015 NOC007
29/05/2013 NOC003
13/06/2012 NOC002
22/06/2011 AR004
22/06/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.