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Charity Summary


Charity Details

The Penrose Charitable Trust No 2
CC37268
N/A
Registered

Registration details

30/06/2008
March 31

Address for service

PO Box 31045
Lower Hutt
5040
69 Rutherford Street
Lower Hutt
5010

Charity's other details

04 566 4399
04 569 2742
alastair.lloyd@pkfkendons.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC37268

Purpose & Structure

Charitable Purpose

To provide financial assistance to Charitable organisations, primarily in the Wellington region.

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

Makes grants to organisations (including schools or other charities)

Social services

Community development

Other charities

Children / young people

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 Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 25/09/2025 $15,146 $1,511 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 16/09/2024 $11,932 $1,298 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 26/09/2023 $9,977 $2,996 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 20/09/2022 $8,689 $3,243 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 31/08/2021 $8,354 $990 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 3/08/2020 $11,042 $1,217 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 19/09/2019 $11,173 $821 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 10/08/2018 $10,224 $728 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 29/08/2017 $9,765 $1,648 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Belinda Ann Williams Trustee 25/09/2025
Emma Jayne Cochrane Trustee 25/09/2025
Alastair Jason Lloyd Trustee 29/08/2025

Past Officers

Officer Name Position Past Since
Joy Ann Heke Trustee 29/08/2025
Stephen John Graves Trustee 29/08/2025
William Duncan Macdonald Trustee 29/08/2025
Tony Allan Laird Trustee 1/12/2019

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)
10/08/2018 NOC007
21/08/2009 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.