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Charity Summary


Charity Details

The William Harvey Trust
CC25025
N/A
Registered

Registration details

28/05/2008
September 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/CC25025

Purpose & Structure

Charitable Purpose

Income payable to such charitable purposes as Trust Committee shall determine from time to time at sole discretion. Settlors recorded a desire that the Committee shall not allocate income between more than 3 charitable institutions

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), 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, International activities, Economic development, Fund-raising, People with disabilities, Promotion of volunteering

Other (please state)

(One of the selected beneficiary types ), Other charities, Voluntary bodies other than charities, Religious groups

Legal Structure

Unincorporated Trust

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 31/03/2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31/03/2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/09/2025 31/03/2026 15/04/2026 $69,959 $158,683 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2024 31/03/2025 14/02/2025 $82,606 $42,058 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2023 30/04/2024 24/04/2024 $66,935 $32,044 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2022 31/03/2023 27/01/2023 $65,846 $73,823 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2021 30/06/2022 27/05/2022 $44,945 $149,972 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2020 31/03/2021 13/01/2021 $52,395 $29,351 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2019 30/06/2020 10/06/2020 $62,128 $27,755 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2018 30/06/2019 26/04/2019 $53,775 $102,612 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2017 31/03/2018 22/03/2018 $57,203 $26,817 load annual return's financial documents spinner gif
Included in Annual Return
30/09/2016 31/03/2017 6/04/2017 $120,788 $24,944 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)
14/03/2016 NOC006
2/02/2015 NOC005
29/04/2013 AR005
4/03/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.