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Charity Summary

This is the charity information for: Robert & Kathleen Lyon Charitable Trust.

Charity Details

Deregistration details

Legal name of the Charity:

Robert & Kathleen Lyon Charitable Trust

Registration number:

CC33620

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

03/12/2020

Deregistration Reason:

The charity is closing down permanently or has closed down (winding up)

Financial information at the time of Deregistration:

Accumulated Assets and Income:

$180,371

Liabilities:

The Charity’s accumulated assets and income have been:

Distributed to another registered Charity or Charities

Charity/Charities:
- Nikau Foundation

Below are details of Robert & Kathleen Lyon Charitable Trust at the date of deregistration:

Legal name of the Charity:

Robert & Kathleen Lyon Charitable Trust

Registration number:

CC33620

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

June 30

Registration history

Registration Action	Date effective	Reason
De-registered	3/12/2020	The charity is closing down permanently or has closed down (winding up)
Registered	30/06/2008

Address for service

Charity's Postal Address:

Care of Morrison Kent Att: Richard Caughley

Level 19, 105 The Terrace

Wellington Central

Wellington

6011

Charity's other details

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC33620

Purpose & Structure

Charitable Purpose

To apply financial support to charitable organisations, institutions, trusts, corporations or bodies within the Wellington region.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Health

Beneficiaries:

Other charities

Entity Structure

The Entity is governed by the New Zealand Guardian Trust as trustee who is subject to powers and discretions set out in the founding documentation and relevant legislation.

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 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
30/06/2020	31/12/2020	30/11/2020	$5,150	$5,982	Included in Annual Return
30/06/2019	31/12/2019	18/12/2019	$6,351	$6,468	Included in Annual Return
30/06/2018	28/02/2019	31/01/2019	$6,205	$6,098	Included in Annual Return
30/06/2017	31/12/2017	5/09/2017	$5,848	$11,118	Included in Annual Return
30/06/2016	31/12/2016	21/12/2016	$6,675	$7,351	Included in Annual Return
30/06/2015	31/12/2015	23/12/2015	$7,791	$10,494	Included in Annual Return
30/06/2014	31/12/2014	24/12/2014	$7,876	$13,415	Included in Annual Return
30/06/2013	31/12/2013	23/12/2013	$7,846	$2,873	Included in Annual Return
30/06/2012	31/12/2012	24/12/2012	$8,412	$23,801	Included in Annual Return
30/06/2011	31/12/2011	15/12/2011	$8,366	$12,526	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Nikau Foundation	Trustee	11/11/2020

Past Officers

Officer Name	Position	Past Since
The New Zealand Guardian Trust Company Limited	Trustee	11/11/2020

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)
4/12/2020	NOC010
26/09/2014	NOC004
15/12/2009	AR002

Charity Documents

Date Uploaded	Document Type	Reference Name