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Charity Summary


Charity Details

The Owen & John Whitfield Charitable Trust No 2
Estate of Frederick Owen Whitfield
CC39086
N/A
Registered

Registration details

6/04/2009
March 31

Name change history

Name Effective Date
The Owen & John Whitfield Charitable Trust 6/04/2009
The Owen & John Whitfield Charitable Trust No 2 18/03/2014

Address for service

Private Bag 5902
Pipitea
Wellington
6140
Level 2, 22 Willeston St
Public Trust Tower
Wellington
6011

Charity's other details

0800 371 471
funding@publictrust.co.nz
http://www.publictrust.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC39086

Purpose & Structure

Charitable Purpose

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will.

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

Makes grants to organisations (including schools or other charities)

Health

Social services

Other charities

Legal Structure

Unincorporated Trust

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 2/06/2026 $15,698 $19,411 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2025 30/09/2025 18/06/2025 $19,864 $17,896 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 18/04/2024 $16,303 $14,941 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 7/08/2023 $15,565 $20,920 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 9/06/2022 $22,279 $16,703 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 11/05/2021 $16,915 $9,793 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 8/06/2020 $8,344 $13,040 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 12/04/2019 $13,797 $12,221 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 4/09/2018 $12,482 $32,532 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 26/09/2017 $16,230 $2,536 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 13/02/2009

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)
1/10/2018 NOC008
18/03/2014 NOC004
14/04/2010 AR002

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.