The Heather and Tom Sturgess Charitable Trust — Health Charity in Nelson
The Heather and Tom Sturgess Charitable Trust is a Charitable Trust charity in the Health sector, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $0.4M NZD. Financial data as at March 2026.
Mission: 1.the education of children who are resident in New Zealand or elsewhere and who are financially or socially disadvantage or physically or mentally impaired 2. the relief of poverty 3. the provision of services to meet emotional and spiritual needs of the community or individuals 4. the care and welfare of the elderly and infirm 5. the care and welfare of the physically and mentally disabled. 6. the provision of medical facilities and services
- Registration Number
- CC55094
- Charity Type
- Charitable Trust
- Registration Date
- 2017-09-04
- Status
- Active
- CharityData Rating
- B- (74.3/100)
- Sector
- Health
- Location
- Nelson, Nelson
- sam@lsf.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: Other charities
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 10.7 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.4M | $0.3M | $0.2M |
| 2025 | $0.4M | $0.3M | $0.2M |
| 2024 | $0.2M | $0.2M | $0.0M |
| 2023 | $0.0M | $0.2M | $0.1M |
| 2022 | - | $0.1M | - |
| 2021 | - | $0.2M | $0.3M |
| 2020 | $0.5M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | - | - | - |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 74.3/100
- Financial Score
- 82.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Alison Sheppard | Trustee | 2026-03-16 |
Former Officers (3)
- Timothy Wanklyn — Trustee (departed 2026-03-16)
- Andrew Wotton — Trustee (departed 2023-04-05)
- Christopher Jackson — Trustee (departed 2018-04-27)
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The Heather and Tom Sturgess Charitable Trust
Financial data as at March 2026. 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.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
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.
$367.5K
$279.2K
$250.0K
Financial data from Charities Services annual return (FY2026). 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
1.the education of children who are resident in New Zealand or elsewhere and who are financially or socially disadvantage or physically or mentally impaired 2. the relief of poverty 3. the provision of services to meet emotional and spiritual needs of the community or individuals 4. the care and welfare of the elderly and infirm 5. the care and welfare of the physically and mentally disabled. 6. the provision of medical facilities and services
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 Years)
Revenue Breakdown
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 125 peers · Health · $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 History
Rating
B-Is this your charity?
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Registration
Companies Office
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: 4 October 2026.
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