St. Stephen's Close Charitable Trust — Community Development Charity in Ashburton
St. Stephen's Close Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Ashburton, Ashburton. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.3M NZD. Financial data as at January 2025.
Mission: The main purpose & objective is to provide charitable, safe, affordable and comfortable accommodation and care services to people in their retirement years and to make grants to the Anglican parish of Ashburton for promoting the advancement of religion in the Ashburton District.
- Registration Number
- CC22775
- Charity Type
- Charitable Trust
- Registration Date
- 2008-04-09
- Status
- Active
- CharityData Rating
- B (77.3/100)
- Sector
- Community Development
- Location
- Ashburton, Ashburton
- julie@croys.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- January 2025
Beneficiaries: Older people, Religious groups
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.6M NZD
- Reserve Months
- 7.5 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-01-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.1M | $0.6M |
| 2024 | $0.1M | $0.1M | $0.4M |
| 2023 | $0.3M | $0.1M | $0.4M |
| 2022 | $0.1M | $0.1M | $0.2M |
| 2021 | $0.0M | $0.1M | $0.3M |
| 2020 | $0.0M | $0.1M | $0.3M |
| 2019 | $0.1M | $0.1M | $0.3M |
| 2018 | $0.2M | $0.1M | $0.3M |
| 2017 | $0.2M | $0.2M | $0.3M |
| 2016 | $0.1M | $0.0M | $0.3M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.3/100
- Financial Score
- 82.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Michael Bowler | Trustee | 2024-04-28 |
| Irene Bindon | Trustee | 2024-04-28 |
| Alison Donald | Trustee | 2023-09-28 |
| Indrea Alexander | Trustee | 2022-11-20 |
| Roger Paterson | Trustee | 2015-02-24 |
| Alison Grant | Trustee | 2013-07-05 |
Former Officers (15)
- Patricia Robertson — Trustee (departed 2023-06-29)
- Gwen Clucas — Trustee (departed 2024-04-28)
- Milner Jacob — Trustee (departed 2024-04-28)
- Pauline Paterson — Trustee (departed 2024-09-17)
- Sue Hooper — Trustee (departed 2022-04-01)
- Rebecca Jeffery-Jones — Trustee (departed 2021-05-18)
- Reena Cherian — Trustee (departed 2021-05-18)
- Joan Clark — Trustee (departed 2022-04-30)
- Dorothy Thomas — Trustee (departed 2015-02-24)
- Trevor Croy — Trustee (departed 2014-05-16)
- Vida Dephoff — Trustee (departed 2009-07-30)
- Kevin Geddes — Trustee (departed 2021-05-18)
- Jacqueline Paterson — Trustee (departed 2012-05-10)
- Noeline Murdoch — Trustee (departed 2013-07-05)
- Warner Harris — Trustee (departed 2009-07-30)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
St. Stephen's Close Charitable Trust
Financial data as at January 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$284.5K
$120.9K
$608.7K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The main purpose & objective is to provide charitable, safe, affordable and comfortable accommodation and care services to people in their retirement years and to make grants to the Anglican parish of Ashburton for promoting the advancement of religion in the Ashburton District.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 147 peers · Community Development · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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FY2025Contact Details
Registration
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Sector & Activities
Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 3 October 2026.
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