Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Margaret Russell Charitable Trust

Registration number:

CC31026

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

30/06/2008

Balance Date:

July 31

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:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC31026

Purpose & Structure

Charitable Purpose

Discretionary trust for applying funds to the charitable purpose set out in, and in accordance with, the founding documentation and the Charities Act 2005. The settlor signed a memorandum of wishes specifying three particular charities: Cancer Society of NZ Auckland Division, Royal NZ SPCA and Age Concern Foundation, Auckland.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

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

Beneficiaries:

Other charities

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

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.

Exemptions

Balance Date of 31 July – This charity has been granted an exemption from filing an annual return by 31 January 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 January 2010.

For Year Ended

Due Date

Date Submitted

Total Income

Total Expenditure

Financial Statements

Annual Return Summary

31/07/2025

31/01/2026

27/11/2025

$71,745

$60,604

31/07/2024

31/01/2025

14/10/2024

$75,152

$66,167

31/07/2023

31/01/2024

28/09/2023

$60,208

$60,463

31/07/2022

31/01/2023

21/11/2022

$61,558

$62,702

31/07/2021

31/01/2022

15/09/2021

$49,588

$70,924

31/07/2020

31/01/2021

15/09/2020

$55,213

$27,614

31/07/2019

31/01/2020

7/01/2020

$63,653

$86,807

31/07/2018

31/01/2019

15/01/2019

$61,856

$101,897

31/07/2017

31/01/2018

19/12/2017

$63,102

$25,095

31/07/2016

31/01/2017

17/02/2017

$111,860

$62,901

Officer Details

Officers

Officer Name	Position	Effective Date
PERPETUAL TRUST LIMITED	Officer	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)
4/02/2016	NOC006
30/09/2014	NOC005
2/04/2014	NOC004
17/01/2012	AR004
20/01/2010	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name