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Charity Summary


Charity Details

The Brian Perry Charitable Trust
CC30185
9429043162550
Registered

Registration details

30/06/2008
March 31

Address for service

Private Bag 3091
Waikato Mail Centre
Hamilton
3240
8 Peake Road
RD 3
Cambridge
Hamilton
3283

Charity's other details

07 838 3633
07 838 3699
jennifer.palmer@perry.co.nz
https://www.perry.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC30185

Purpose & Structure

Charitable Purpose

The purpose of the Brian Perry Charitable Trust is to make a meaningful and log-lasting contribution towards a vibrant Waikato region.

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

Acts as an umbrella / resource body

Makes grants / loans to individuals, Makes grants to organisations (including schools or other charities), Provides buildings / facilities / open space

Community development

Accommodation / housing, Education / training / research, Health, Environment / conservation, Social services, Arts / culture / heritage, Sport / recreation

General public

Children / young people, Other charities, Older people, Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Entities your charity controls

Name CC Registration Number
Perry Outdoor Education Trust Limited CC40199
Podium Lodge Limited CC57438

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
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 Member of 'Brian Perry Charitable Trust & Group' group - click here to view Annual Return
31/03/2024 30/09/2024 Member of 'Brian Perry Charitable Trust & Group' group - click here to view Annual Return
31/03/2023 30/09/2023 Member of 'Brian Perry Charitable Trust & Group' group - click here to view Annual Return
31/03/2022 30/09/2022 Member of '' group - click here to view Annual Return
31/03/2021 30/11/2021 29/11/2021 $4,984,644 $2,964,977 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 2/10/2020 $3,962,502 $2,814,456 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 30/09/2019 $3,902,602 $3,021,616 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 26/10/2018 $2,611,536 $2,216,522 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 29/09/2017 $2,596,586 $2,163,036 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Georgia Perry Trustee 28/06/2016
Marlene Julian Trustee 24/07/2007
Simon Perry Trustee 24/07/2007
Tiffiney Perry Trustee 23/04/2007

Past Officers

Officer Name Position Past Since
Tiffaney Perry Trustee 23/04/2025
Barry Coombes Trustee 28/06/2016

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)
23/04/2025 NOC014
21/12/2023 NOC012
6/07/2016 NOC004
12/10/2011 AR004
6/10/2009 AR002

Charity Documents

Notices

This entity was removed from a single entity group (CC60369) on 2 October 2025. Annual return information for the financial years ending 31 March 2022 up to and including the financial year ending 31 March 2025 is included in the consolidated annual returns for CC60369.

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