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Charity Summary

This is the charity information for: Quaker Investments Ethical Trust.

Charity Details

Deregistration details

Legal name of the Charity:

Quaker Investments Ethical Trust

Registration number:

CC37297

NZBN number:

9429043097944

Current Status:

Deregistered

Deregistration Date Requested:

27/08/2018

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 Quaker Investments Ethical Trust at the date of deregistration:

Legal name of the Charity:

Quaker Investments Ethical Trust

Registration number:

CC37297

NZBN number:

9429043097944

Current Status:

Deregistered

Registration details

Date of Registration:

30/06/2008

Balance Date:

March 31

Address for service

Charity's Postal Address:

4 Tisbury Lane

Cracroft

Christchurch

8022

Charity's other details

Phone:

033383270

Fax:

033383270

Email:

qiet@quaker.org.nz

Website:

http://www.Quaker.org.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC37297

Purpose & Structure

Charitable Purpose

QIET no longer offers deposit accounts or makes loans. All accounts are now closed. All outstanding mortgages and income and capital have been transferred to the The Religious Society Of Friends (Quakers) Yearly Meeting Of Aotearoa New Zealand, CC 23099

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

Activities:

Other (please state)

(Activity has now ceased.)

Sectors:

Economic development

Education / training / research, Religious activities

Beneficiaries:

Religious groups

General public, While Quaker in origin there is no requirement that depositors or borrowers be Quaker. Loans have benefited families, individuals, environmental groups, low income housing groups, co-operative housing

Entity Structure

With all accounts closed and assets transferred as of April 2017 QIET has ceased operating and the Trustees terms are now ended. The caretaker Administrator will respond to information requests and report to the Quaker Yearly Meeting as required.

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 March 2009 under Section 43 of the Charities Act 2005. The first annual return is due by 31 March 2010.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/03/2018	30/09/2018	-	-	-	To be filed	To be filed
31/03/2017	30/09/2017	1/11/2017	$57,968	$40,968	Included in Annual Return
31/03/2016	30/09/2016	20/07/2016	$82,292	$50,955	Included in Annual Return
31/03/2015	30/09/2015	16/07/2015	$81,714	$55,309	Included in Annual Return
31/03/2014	30/09/2014	28/07/2014	$78,061	$55,794	Included in Annual Return
30/03/2013	30/09/2013	16/07/2013	$80,607	$59,391	Included in Annual Return
30/03/2012	30/09/2012	22/08/2012	$94,942	$62,809	Included in Annual Return
31/03/2011	30/09/2011	1/07/2011	$108,996	$63,283	Included in Annual Return
31/03/2010	30/09/2010	28/09/2010	$77,077	$67,810	Included in Annual Return
31/03/2009	30/09/2009	1/02/2010	$172,059	$92,442	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Geoffrey Steedman	Trustee	24/02/2015
James Flewitt	Trustee	5/06/2014
Marion Sanson	Trustee	17/10/2013
Patrice Bogert	Trustee	8/05/2012
Brian Curtis	Trustee	1/08/2007
Dirk De Lu	Administrator	1/05/2003

Past Officers

Officer Name	Position	Past Since
Judith Timpany	Trustee	29/12/2015
Dave Feickert	Trustee	6/03/2014
Peter Gadgil	Trustee	17/10/2013
Douglas R Wilson	Trustee	4/03/2013
David Hopkins	Trustee	12/06/2012
David Minifie	Clerk of Trustees	12/06/2012
John Kelly	Trustee	12/06/2012
Janet De Lu	Trustee	19/04/2011
Margaret Hockey	Trustee	8/06/2010
Juliet Jarman	Trustee	15/12/2009
1

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)
31/10/2017	NOC010
28/07/2014	NOC008
16/07/2013	AR006
29/11/2012	NOC003
22/08/2012	AR005
1/07/2011	AR004
28/09/2010	AR003
14/01/2010	NOC002

Charity Documents

Date Uploaded	Document Type	Reference Name