Ulva Island Charitable Trust — Environment Charity in Stewart Island
Ulva Island Charitable Trust is a Unincorporated Trust charity in the Environment sector, based in Stewart Island, Stewart Island. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: Preserve, enhance and promote the natural features of Ulva Island and develop opportunities, facilities and structures in support of this objective for the benefit of Stewart Island residents and visitors to Stewart Island. To promote educational opportunities associated with natural history, conservation and environmental features of Stewart Island. To enhance visitor and local community awareness of the special environmental features of Ulva Island and the Stewart Island area.
- Registration Number
- CC22436
- Charity Type
- Unincorporated Trust
- Registration Date
- 2008-04-01
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Environment
- Location
- Stewart Island, Stewart Island
- matt@mattjoneswildfireimages.com
- Data as at
- June 2025
Beneficiaries: Animals, Children / young people, General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 45.3 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.3M |
| 2024 | $0.0M | $0.0M | $0.3M |
| 2023 | $0.0M | $0.0M | $0.3M |
| 2022 | $0.0M | $0.0M | $0.3M |
| 2021 | $0.2M | $0.0M | $0.3M |
| 2020 | $0.0M | $0.0M | $0.2M |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | $0.2M |
| 2016 | $0.0M | $0.0M | $0.2M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Emma Jenkinson | Secretary | 2025-09-19 |
| Susan Bennett | Trustee | 2022-11-22 |
| Denise Hayes | Treasurer | 2022-11-22 |
| Jennifer Jamieson | Trustee | 2021-05-07 |
| Annett Eiselt | Trustee | 2015-11-20 |
| Mathew Jones | Chair | 2009-12-18 |
| Ann Elizabeth Pullen | Trustee | 2008-04-02 |
Former Officers (10)
- Daniel Lee — Trustee (departed 1925-06-24)
- Serena Dawson — Trustee (departed 2022-04-30)
- Kylie Moxham — Trustee (departed 2018-12-10)
- Cherie Hemsley — Officer (departed 2013-12-05)
- Graham Cowley — Trustee (departed 2020-12-07)
- Megan Cowley — Treasurer (departed 2023-02-15)
- Philip Belworthy — Trustee (departed 2009-03-25)
- Kari Beaven — Trustee (departed 2016-09-01)
- Ian Wilson — Trustee (departed 2015-09-30)
- Peter Godward Goomes — Trustee (departed 2022-06-30)
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Ulva Island Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$21.0K
$12.8K
$342.4K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
Preserve, enhance and promote the natural features of Ulva Island and develop opportunities, facilities and structures in support of this objective for the benefit of Stewart Island residents and visitors to Stewart Island. To promote educational opportunities associated with natural history, conservation and environmental features of Stewart Island. To enhance visitor and local community awareness of the special environmental features of Ulva Island and the Stewart Island area.
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 296 peers · Environment · Under $100K
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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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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