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Charity Summary


Charity Details

L W Nelson Trust
CC27296
N/A
Registered

Registration details

30/06/2008
October 31

Name change history

Name Effective Date
Laurence William Nelson Trust 30/06/2008
L W Nelson Trust 5/07/2018

Address for service

Public Trust
Private Bag 5902
Wellington
6140
Public Trust Tower
Level 2
22 Willeston Street
Wellington
6011

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC27296

Purpose & Structure

Charitable Purpose

To provide funds in perpetuity for (1) Charitable purposes in the Northland District, primarily for persons who are aged or destitute or suffering from some serious disability either mental or physical. (2) To provide scholarships (a) LW Nelson Junior Scholarship and (b) LW Nelson Agricultural Scholarship. The LW Nelson Board of Trustees has full discretion as to the distributions, time and manner of distributions and the charitable organisations to benefit.

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

Other (please state)

(Supports Scholarships and distributions to charitable organisations within the Northland District as defined in the Trust Deed. )

Other (please state)

(aged, destitute or suffering from some serious disability either mental or physical)

Other (please state)

(charitable organisations supporting the aged, destitute or disabilities. )

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 30 April 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 30 April 2010.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/10/2025 30/04/2026 29/04/2026 $415,185 $464,708 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2024 30/04/2025 22/01/2025 $446,246 $364,243 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2023 30/04/2024 16/02/2024 $358,072 $344,776 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2022 30/04/2023 7/02/2023 $376,376 $365,915 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2021 30/04/2022 7/03/2022 $418,645 $346,899 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2020 30/04/2021 1/02/2021 $245,999 $382,234 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2019 30/04/2020 13/02/2020 $369,872 $303,677 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2018 30/04/2019 22/01/2019 $293,947 $319,589 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2017 30/04/2018 15/01/2018 $299,306 $273,571 load annual return's financial documents spinner gif
Included in Annual Return
31/10/2016 30/04/2017 27/06/2017 $388,078 $255,992 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Elizabeth Jane Martin Board Member 1/01/2025
Vincent John McColl Board Member 1/01/2023
Public Trust Trustee 29/10/1958

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)
9/03/2026 NOC014
5/07/2018 NOC006

Charity Documents

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Date Uploaded Document Type Reference Name

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