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Charity Summary


Charity Details

Herbert and Doreen Neely Charitable Trust
CC23782
N/A
Registered

Registration details

1/05/2008
March 31

Address for service

C/O Perpetual Guardian
PO Box 1934, Shortland Street
Auckland CBD
Auckland
1140
C/O Perpetual Guardian
Level 8, 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/CC23782

Purpose & Structure

Charitable Purpose

Make grants to primarily provide funds for married couples who wish to undergo in vitro fertilisation or other such techniques which enhance their ability to produce children. Also, to provide funds for persons to obtain urgent surgical operations where the persons requiring the operation show a clear inability to pay for such operation themselves and the public hospitals are not able to supply the operations and post-operative care within the time declared necessary by the persons' medical advisors. Or makes grants to other charitable organisations.

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

Other (please state)

(One of the selected activities), Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities)

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

Other (please state)

(People undergoing fertility treatment or urgent surgical operations, one of the selected beneficiary types), Other charities

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 21/05/2025 $15,501 $13,421 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 21/05/2024 $8,786 $8,655 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 1/06/2023 $7,985 $7,127 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 24/08/2022 $7,083 $15,020 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 13/05/2021 $5,767 $9,067 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 29/05/2020 $7,362 $9,209 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 24/09/2019 $10,549 $8,839 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 31/10/2018 24/10/2018 $10,956 $7,725 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 29/06/2017 $9,702 $12,130 load annual return's financial documents spinner gif
Included in Annual Return

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)
7/10/2015 NOC005
3/02/2015 NOC004
7/09/2011 AR004
4/05/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.