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Charity Summary


Charity Details

Estate of Elizabeth Kennedy
CC24637
N/A
Registered

Registration details

20/05/2008
August 31

Address for service

C/O Perpetual Guardian PO Box 1934
Shortland Street
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/CC24637

Purpose & Structure

Charitable Purpose

To provide funds annually to specific charitable organisations listed in the will - such as National Heart Foundation, City of Nelson Civic Trust, Cancer Society, Arthritis Foundation, Asthma Foundation, Neurology Foundation

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

Makes grants to organisations (including schools or other charities)

Other (please state)

(One of the selected sectors), Education / training / research, Health, Arts / culture / heritage, 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.

Exemptions

This charity has been granted an exemption from filing an annual return by 28 February 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 28 February 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/08/2025 28/02/2026 24/10/2025 $41,049 $52,455 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2024 28/02/2025 8/10/2024 $42,237 $52,230 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2023 29/02/2024 10/11/2023 $34,981 $48,905 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2022 28/02/2023 22/11/2022 $33,123 $47,695 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2021 28/02/2022 28/10/2021 $25,312 $25,312 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2020 28/02/2021 1/10/2020 $30,458 $30,458 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2019 29/02/2020 30/12/2019 $36,059 $36,059 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2018 28/02/2019 5/03/2019 $34,912 $34,913 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2017 28/02/2018 21/11/2017 $35,319 $35,319 load annual return's financial documents spinner gif
Included in Annual Return
31/08/2016 28/02/2017 27/01/2017 $29,790 $49,542 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)
16/02/2016 NOC005
2/02/2015 NOC004
25/01/2011 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.