# Stepping Stone Trust

**Charities Register number:** CC21678
**Status:** Registered
**Registered since:** 2008-03-09
**Sector:** Health
**ICNPO group:** Health
**Region:** Christchurch
**NZBN:** 9429042732433
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Stepping Stone Trust is a not-for-profit Charitable Trust organisation offering residential and community-based support services for people experiencing mental illness. We are based in Canterbury. The Trust has been providing support services for over 20 years having grown from providing a single supported-living home for adults in 1990 to now operating 13 separate supported accommodation facilities, a number of flats and a wide range of community support options.

## CharityData rating

- **Not rated** — The most recent annual return on the register is too old to score.
- **Status code:** `stale_data`
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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 2020-06-30)

- **Total revenue:** NZ$9.16M
- **Total expenses:** NZ$8.72M
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$9.12M
- **Total liabilities:** NZ$2.90M
- **Net assets:** NZ$6.22M
- **Cash reserves:** NZ$3.90M
- **Donations:** NZ$120k
- **Paid staff:** 130
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3da8be92-69bb-ea11-ba6c-00155d6b7730&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 |
|---|---|---|---|---|
| 2020-06-30 | NZ$9.16M | NZ$8.72M | not disclosed | NZ$6.22M |
| 2019-06-30 | NZ$9.07M | NZ$9.11M | not disclosed | NZ$5.78M |
| 2018-06-30 | NZ$8.23M | NZ$8.15M | not disclosed | NZ$5.10M |
| 2017-06-30 | NZ$8.11M | NZ$8.02M | not disclosed | NZ$5.02M |
| 2016-06-30 | NZ$7.97M | NZ$8.02M | not disclosed | NZ$4.93M |
| 2015-06-30 | NZ$7.99M | NZ$7.63M | NZ$365k | NZ$4.97M |
| 2014-06-30 | NZ$7.81M | NZ$7.39M | NZ$423k | NZ$4.61M |
| 2013-06-30 | NZ$7.34M | NZ$7.15M | NZ$190k | NZ$4.09M |
| 2012-06-30 | NZ$6.69M | NZ$6.46M | NZ$229k | NZ$3.48M |
| 2011-06-30 | NZ$6.74M | NZ$6.34M | NZ$399k | NZ$2.82M |

## Group consolidated filing

This charity is part of **Stepping Stone Group**, which files a consolidated return. For the year ended 2025-06-30 the group reported revenue of NZ$19.17M and expenses of NZ$19.33M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 6 current (25 including former)
- **Chair recorded:** no
- **Auditor:** BDO Christchurch
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21678) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-04-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-05

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/stepping-stone-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/stepping-stone-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/stepping-stone-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21678

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/stepping-stone-trust. 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 2026-10-05T00:21:30.737Z.