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Charity Summary


Charity Details


E M Burgess Estate
EM Burgess Estate
CC24397
N/A
Registered

Registration details

14/05/2008
March 31

Name change history

Name Effective Date
Eleanor Burgess Trust 14/05/2008
E M Burgess Estate 25/09/2018

Address for service

PO Box 765
Whanganui
4541
162 Wicksteed Street
Whanganui 4500
Otamatea
Whanganui
4500

Charity's other details

06 3490015


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To hold the residuary estate of Eleanor Mary Burgess upon Trust to apply the income and at the unfettered discretion of the Trustees the capital of the residuary estate for the development, maintenance and enhancement of any reserves or gardens available for the use of the citizens of the City of Wanganui and neighbouring area of the City. But not to expend any portion of the Estate whether Capital or Income towards the erection of halls or monuments.

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

Other (please state)

(Provides grants for the development, maintenance and enhancement of any public reserves or gardens in the Wanganui area.)

Environment / conservation

Community development

General public

Children / young people, Voluntary bodies other than charities, Animals

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 29/04/2025 $38,202 $217,005 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 29/08/2024 $38,676 $11,994 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 29/09/2023 $23,452 $47,113 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 19/09/2022 $17,438 $44,521 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 18/11/2021 $25,948 $29,528 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 5/10/2020 $42,292 $12,505 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 26/09/2019 $41,847 $18,039 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/09/2018 $36,470 $192,293 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 10/10/2017 $39,599 $60,551 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Lynn Gray Trustee 8/10/2020
Glenn Spooner Trustee 11/02/2020
Janice Campbell Young Trustee 8/10/2015

Past Officers

Officer Name Position Past Since
John Arthur Bracken Wilson Trustee 5/10/2023
Colin John Whitlock Trustee 24/01/2019
Gordon Sydney Swan Trustee 1/03/2016
Jeannie Margaret Warnock Trustee 1/03/2016

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)
3/10/2017 NOC007
11/10/2011 AR005
14/10/2009 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.