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Charity Summary

Charity Details

Legal name of the Charity:

The Penny Speary Trust

Registration number:

CC59356

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

19/07/2021

Balance Date:

December 31

Address for service

Charity's Postal Address:

C/O Perpetual Guardian PO Box 1934

Auckland

1140

Charity's Street Address:

C/O Perpetual Guardian

Level 23, 191 Queen Street

Auckland

1010

Charity's other details

Areas of Operation:

Canterbury

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC59356

Purpose & Structure

Charitable Purpose

Income is to be allocated to the Canterbury Area Health Board (or any body or organisation replacing he same, or carrying out a similar function) who are aged sixty years or older.

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

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Health

Fund-raising

Beneficiaries:

Other charities

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
31/12/2025	30/06/2026	31/03/2026	$27,640	$36,344	Included in Annual Return
31/12/2024	30/06/2025	14/04/2025	$28,489	$35,638	Included in Annual Return
31/12/2023	30/06/2024	26/03/2024	$25,104	$32,450	Included in Annual Return
31/12/2022	30/06/2023	8/03/2023	$23,222	$30,470	Included in Annual Return
31/12/2021	30/06/2022	8/07/2022	$7,963	$12,324	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Perpetual Trust Limited	Trustee	19/01/2021

Charity Updates

There are no public Update Details change records for this charity.

Charity Documents

Date Uploaded	Document Type	Reference Name