Financial Statements




28 SEPTEMBER 2006 NEW ZEALAND GAZETTE, No. 112 3335

2006 $000 2005 $000

2. Investments

Managed by external managers:

  • Balance as at 1 April | 466,869 | 456,386 |
  • Movement in market value and investment income | 93,433 | 37,513 |
  • Net withdrawals | (21,599) | (27,030) |
  • Distributed to ASB Bank Community Trust | (538,703) | – |
  • Balance as at 31 March | Nil | 466,869 |

Investments managed by external managers comprise:

  • Cash, deposits and miscellaneous | – | 22,580 |
  • Bonds | – | 206,453 |
  • Equities | – | 237,836 |
  • Portfolio total | Nil | 466,869 |

Other investments comprise:

  • Call deposits | 614 | 997 |
  • Distributed to ASB Bank Community Trust | (614) | – |
    | Nil | 997 |

3. Income

Investments:

  • Pooled funds | 24,717 | 5,044 |
  • Dividends | 5,692 | 3,946 |
  • Interest | 7,809 | 7,958 |
  • Realised gains | – | 10,239 |
  • Unrealised gains | 45,234 | 4,103 |
  • Realised foreign exchange gains/(losses) | (15,151) | 10,677 |
  • Unrealised foreign exchange (losses)/gains | 25,132 | (4,454) |
    | 93,433 | 37,513 |

4. Reserves

Capital maintenance reserve:

  • Balance as at 1 April 2005 | 112,694 | 102,666 |
  • Transfer from retained surplus | 12,549 | 10,028 |
  • Distribution to ASB Bank Community Trust | (125,243) | – |
  • Balance as at 31 March | Nil | 112,694 |

General reserve:

  • Balance as at 1 April 2005 | 75,000 | 50,000 |
  • Transfer from retained surplus | – | 25,000 |
  • Distribution to ASB Bank Community Trust | (75,000) | – |
  • Balance as at 31 March | Nil | 75,000 |

These reserves maintain the capital base of the trust.

5. Grants

For this year:

  • Committed and disbursed | 10,058 | 9,534 |
  • Committed but not yet disbursed | 12,086 | 11,107 |
  • Total grants approved | 22,144 | 20,641 |
  • Grants written back | (267) | (405) |
    | 21,877 | 20,236 |

Outstanding grants payable:

  • Committed in previous years | 4,336 | 2,426 |
  • Committed this year | 12,086 | 11,104 |
  • Distribution to ASB Bank Community Trust | (16,422) | – |
    | Nil | 13,530 |


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Online Sources for this page:

VUW Te Waharoa PDF NZ Gazette 2006, No 112


Gazette.govt.nz PDF NZ Gazette 2006, No 112





✨ LLM interpretation of page content

💰 Notes to the Financial Statements for the Year Ended 31 March 2006 (continued from previous page)

💰 Finance & Revenue
Investments, Income, Reserves, Grants, Financial Performance