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Charity Summary


Charity Details

The James Stewart Memorial Fund
CC27785
N/A
Registered

Registration details

30/06/2008
December 31

Address for service

PERPETUAL GUARDIAN LIMITED
PO BOX 1934
Shortland Street
Auckland
1140
C/O PERPETUAL GUARDIAN TRUST
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/CC27785

Purpose & Structure

Charitable Purpose

To provide income to specifically listed charitable organisations in the founding documentation.

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

Makes grants to organisations (including schools or other charities)

Provides Grants to Specifically Named Charitable Organisations / Groups

Other (please state)

(Specifically Named Charitable Organisations / Groups), Health, Religious activities, Fund-raising, People with disabilities

Other charities

Children / young people, Voluntary bodies other than charities, Older people, People with disabilities, Family / whanau, Religious groups

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
31/12/2025 30/06/2026 11/05/2026 $15,365 $20,392 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 3/04/2025 $15,518 $37,970 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 14/03/2024 $36,906 $18,605 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 7/03/2023 $10,995 $15,123 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 23/02/2022 $9,613 $8,548 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 16/03/2021 $8,610 $12,639 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 3/03/2020 $12,361 $14,259 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 27/05/2019 $11,900 $16,636 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 7/05/2018 $12,617 $14,478 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 23/05/2017 $11,815 $2,844 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Perpetual Trust Limited Trustee 30/11/1987

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)
30/05/2013 AR006
29/05/2012 AR005

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.