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Charity Summary

This is the charity information for: The McCoy Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The McCoy Trust

Registration number:

CC29591

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

15/04/2026

Deregistration Reason:

The charity is merging or has merged with another registered charity

Merged Charity:

Perpetual Guardian Foundation

Financial information at the time of Deregistration:

Accumulated Assets and Income:

Liabilities:

Below are details of The McCoy Trust at the date of deregistration:

Legal name of the Charity:

The McCoy Trust

Registration number:

CC29591

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

October 31

Registration history

Registration Action	Date effective	Reason
De-registered	15/04/2026	The charity is merging or has merged with another registered charity
Registered	30/06/2008

Address for service

Charity's Postal Address:

C/O Perpetual Guardian

PO Box 1934

Shortland Street

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 8, 191 Queen Street

Auckland Central

Auckland

1010

Charity's other details

Areas of Operation:

Northland

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC29591

Purpose & Structure

Charitable Purpose

To apply income arising from the trust fund for charitable purposes in the Northland District taking into account recommendations of the Whangarei Rotary Club.

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

Activities:

Other (please state)

(Makes grants to organisations and individuals)

Sectors:

Other (please state)

(All sectors)

Beneficiaries:

Other (please state)

(Children/young people, educational institutions, other charities and those carrying out charitable activities)

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
31/10/2025	30/04/2026	27/03/2026	$18,949	$8,455	Included in Annual Return
31/10/2024	30/04/2025	11/03/2025	$4,893	$7,906	Included in Annual Return
31/10/2023	30/04/2024	14/12/2023	$4,218	$10,310	Included in Annual Return
31/10/2022	30/04/2023	15/12/2022	$4,724	$9,277	Included in Annual Return
31/10/2021	30/04/2022	18/11/2021	$4,072	$7,439	Included in Annual Return
31/10/2020	30/04/2021	30/11/2020	$3,774	$2,531	Included in Annual Return
31/10/2019	30/04/2020	4/05/2020	$5,033	$4,210	Included in Annual Return
31/10/2018	30/06/2019	6/11/2019	$38,049	$10,743	Included in Annual Return
31/10/2017	30/04/2018	12/02/2018	$4,167	$6,314	Included in Annual Return
31/10/2016	30/04/2017	24/01/2017	$3,468	$7,236	Included in Annual Return
1

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)
22/04/2016	NOC007
9/07/2015	NOC006
2/02/2015	NOC005
17/04/2013	AR005
15/04/2010	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name