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Charity Summary

This is the charity information for: The Robertson Trust.

Charity Details

Deregistration details

Legal name of the Charity:

The Robertson Trust

Registration number:

CC36067

NZBN number:

N/A

Current Status:

Deregistered

Deregistration Date Requested:

22/02/2019

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:

Liabilities:

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

Legal name of the Charity:

The Robertson Trust

Registration number:

CC36067

NZBN number:

N/A

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

December 31

Address for service

Charity's Postal Address:

PERPETUAL TRUST LIMITED

Private Bag 1965

Dunedin

9054

Charity's Street Address:

PERPETUAL TRUST LIMITED

83A Princes Street

Dunedin Central

Dunedin

9016

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/CC36067

Purpose & Structure

Charitable Purpose

This charitable trust arises from the Will of Bertha Grace Robertson who died on 30 January 1986. The residue of her estate is to be held on trust and the net annual income divided between World Vision New Zealand and Save the Children Fund at the Trustees discretion, in shares such as the Trustee shall determine.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Other (please state)

(Provides for Two Specifically Named Charitable Organisations)

Beneficiaries:

Other (please state)

(Benefits the Benefactors of Two Specifically Named Charitable Organisations operating Nationally and Internationally), Children / young people, Voluntary bodies other than charities, Older people, People with disabilities, General public, Family / whanau, Migrants / refugees

Entity Structure

The entity is governed by Perpetual trust Limited as Trustees who are subject to the powers and discretions as accordance to the founding documentation.

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
31/12/2018	30/06/2019	-	-	-	To be filed	To be filed
31/12/2017	30/06/2018	10/05/2018	$4,368	$4,369	Included in Annual Return
31/12/2016	30/06/2017	3/04/2017	$4,021	$3,243	Included in Annual Return
31/12/2015	30/06/2016	7/03/2016	$3,272	$1,684	Included in Annual Return
31/12/2014	30/06/2015	8/06/2015	$3,023	$5,212	Included in Annual Return
31/12/2013	30/06/2014	10/06/2014	$4,363	$3,561	Included in Annual Return
31/12/2012	30/06/2013	6/06/2013	$2,706	$3,915	Included in Annual Return
31/12/2011	30/06/2012	29/05/2012	$3,329	$4,114	Included in Annual Return
31/12/2010	30/06/2011	16/06/2011	$5,195	$6,187	Included in Annual Return
31/12/2009	30/06/2010	21/04/2010	$5,852	$8,100	Included in Annual Return
1

Officer Details

Officers

Officer Name	Position	Effective Date
Perpetual Trust Limited	Trustee	3/04/1986

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)
6/06/2013	AR006
29/05/2012	AR005

Charity Documents

Date Uploaded	Document Type	Reference Name