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Charity Summary


Charity Details

Percy Wheatley Trust
CC23894
N/A
Registered

Registration details

4/05/2008
November 30

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/CC23894

Purpose & Structure

Charitable Purpose

To provide annual funds to the New Zealand Foundation for the blind.

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

Makes grants to organisations (including schools or other charities)

People with disabilities

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
30/11/2025 31/05/2026 1/04/2026 $28,519 $31,121 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2024 31/05/2025 21/02/2025 $23,995 $31,759 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2023 31/05/2024 20/12/2023 $18,928 $28,446 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2022 31/05/2023 10/01/2023 $21,437 $29,712 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2021 31/05/2022 12/01/2022 $16,058 $16,058 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2020 31/05/2021 23/12/2020 $15,114 $15,113 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2019 31/05/2020 21/01/2020 $21,395 $21,395 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2018 31/05/2019 10/05/2019 $20,473 $20,473 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2017 31/05/2018 13/03/2018 $20,887 $29,142 load annual return's financial documents spinner gif
Included in Annual Return
30/11/2016 31/05/2017 19/04/2017 $18,910 $25,928 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)
3/02/2015 NOC005

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.