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Charity Summary

This is the charity information for: Estate of Lucy Phillips.

Charity Details

Deregistration details

Legal name of the Charity:

Estate of Lucy Phillips

Registration number:

CC24025

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

20/12/2018

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of Estate of Lucy Phillips at the date of deregistration:

Legal name of the Charity:

Estate of Lucy Phillips

Registration number:

CC24025

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

6/05/2008

Balance Date:

October 31

Address for service

Charity's Postal Address:

C/O NZ GUARDIAN TRUST PO Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/o NZ Guardian Trust

Level 13, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Auckland

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC24025

Purpose & Structure

Charitable Purpose

Awards scholarships at the University of Auckland to students with an English major who propose to further their studies in this subject for the degrees of Bachelor of Arts, Master of Arts or higher degrees.

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

Activities:

Makes grants / loans to individuals

Sectors:

Education / training / research

Beneficiaries:

Other (please state)

(Students of English at the University of Auckland)

Entity Structure

The entity is governed by trustees who are subject to the powers and discretions set out in the founding documentation and relevant legislation.

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
31/10/2018	30/04/2019	-	-	-	To be filed	To be filed
31/10/2017	30/04/2018	14/02/2018	$2,102	$4,539	Included in Annual Return
31/10/2016	30/04/2017	18/01/2017	$2,976	$3,368	Included in Annual Return
31/10/2015	30/04/2016	17/03/2016	$2,595	$5,042	Included in Annual Return
31/10/2014	30/04/2015	30/04/2015	$2,499	$2,533	Included in Annual Return
31/10/2013	30/04/2014	28/04/2014	$2,588	$2,609	Included in Annual Return
31/10/2012	30/04/2013	22/04/2013	$2,653	$2,734	Included in Annual Return
31/10/2011	30/04/2012	13/04/2012	$2,513	$2,241	Included in Annual Return
31/10/2010	30/04/2011	4/04/2011	$1,769	$2,789	Included in Annual Return
31/10/2009	30/04/2010	15/04/2010	$3,000	$2,231	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
The New Zealand Guardian Trust Company Limited	Trustee	20/10/1971

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)
2/02/2015	NOC004

Charity Documents

Date Uploaded	Document Type	Reference Name