# Estate of Iris Maud Utterson-Kelso

**Charities Register number:** CC26335
**Status:** Registered
**Registered since:** 2008-06-22
**Sector:** Religion
**ICNPO group:** Religion
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Makes grants to the Salvation Army, Nelson Diocesan Trust, Green Gables Trust Board and Nelson Hospice Trust in Nelson for their charitable purposes.

## CharityData rating

- **Grade:** B- (71.4 / 100)
- **Financial health:** 78.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-05-31)

- **Total revenue:** NZ$60k
- **Total expenses:** NZ$81k
- **Surplus / deficit:** NZ$-21k
- **Total assets:** NZ$2.18M
- **Total liabilities:** NZ$51k
- **Net assets:** NZ$2.13M
- **Cash reserves:** NZ$37k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=62c6e54a-885d-f111-bb53-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-05-31 | NZ$60k | NZ$81k | NZ$-21k | NZ$2.13M |
| 2025-05-31 | NZ$64k | NZ$83k | NZ$-19k | NZ$2.00M |
| 2024-05-31 | NZ$68k | NZ$76k | NZ$-9k | NZ$1.91M |
| 2023-05-31 | NZ$63k | NZ$76k | not disclosed | NZ$1.82M |
| 2022-05-31 | NZ$52k | NZ$72k | not disclosed | NZ$1.82M |
| 2021-05-31 | NZ$41k | NZ$37k | not disclosed | NZ$1.89M |
| 2020-05-31 | NZ$57k | NZ$52k | not disclosed | NZ$1.78M |
| 2019-05-31 | NZ$60k | NZ$54k | not disclosed | NZ$1.78M |
| 2018-05-31 | NZ$57k | NZ$51k | not disclosed | NZ$1.70M |
| 2017-05-31 | NZ$73k | NZ$73k | not disclosed | NZ$1.62M |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26335) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-03

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/estate-of-iris-maud-utterson-kelso
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/estate-of-iris-maud-utterson-kelso/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/estate-of-iris-maud-utterson-kelso/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26335

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/estate-of-iris-maud-utterson-kelso. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-03T13:37:11.043Z.