Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Lucy Foundation

Registration number:

CC54316

NZBN number:

9429046031945

Current Status:

Registered

Registration details

Date of Registration:

22/03/2017

Balance Date:

March 31

Address for service

Charity's Postal Address:

703 Wairere Drive

Chartwell

Hamilton

3210

Charity's other details

Phone:

+64226475234

Email:

info@thelucyfoundation.com

Website:

https://www.thelucyfoundation.com

Facebook:

https://www.facebook.com/thelucyfoundation/

Other Social Network:

https://www.instagram.com/thelucyfoundation

Areas of Operation:

Nationwide

Overseas

North America

Mexico

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC54316

Purpose & Structure

Charitable Purpose

The Lucy Foundation is committed to reducing the poverty of disabled people by implementing their rights as outlined in the United Nations Convention on the Rights of Persons with Disabilities (CRPD) and working with local communities to advance education, training, employment and a culture of disability inclusiveness through environmentally, economically and ethically sustainable trade.

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

Activities:

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Sectors:

People with disabilities

Education / training / research

Beneficiaries:

People with disabilities

General public

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	24/09/2025	$182,322	$184,355	Included in Annual Return
31/03/2024	30/09/2024	10/09/2024	$159,851	$199,868	Included in Annual Return
31/03/2023	30/09/2023	29/09/2023	$183,233	$111,770	Included in Annual Return
31/03/2022	30/09/2022	29/09/2022	$55,233	$72,677	Included in Annual Return
31/03/2021	30/09/2021	30/09/2021	$58,842	$31,386	Included in Annual Return
31/03/2020	30/09/2020	3/07/2020	$39,320	$37,865	Included in Annual Return
31/03/2019	30/09/2019	1/10/2019	$25,750	$36,732	Included in Annual Return
31/03/2018	30/09/2018	5/09/2018	$48,648	$36,800	Included in Annual Return
31/03/2017	30/09/2017	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
Alice Sheehan	Trustee	15/07/2021
Matthew Frost	Trustee	15/07/2021
Courtney Wilson	Secretary	7/01/2017
Roberta Francis	Chairperson	7/01/2017
Simone Oliver	Treasurer	7/01/2017

Past Officers

Officer Name	Position	Past Since
Darren Ward	Chairman	13/03/2021
Amy Wright	Trustee	15/09/2020
Erin Gough	Trustee	11/12/2019
Benjamin Scott	Trustee	16/04/2018

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)
28/04/2024	NOC013
29/01/2023	NOC011
31/10/2021	NOC009
3/06/2021	NOC007
12/02/2021	NOC006
18/11/2020	NOC005
19/06/2020	NOC003

Charity Documents

Date Uploaded	Document Type	Reference Name