{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Heather and Tom Sturgess Charitable Trust","slug":"the-heather-and-tom-sturgess-charitable-trust","charities_register_number":"CC55094","nzbn":"9429046280282","status":"registered","registration_date":"2017-09-04","deregistration_date":null,"entity_type":"grant_making_trust","sector":"Health","icnpo_group":"Health","region":"Nelson","city":"Nelson","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"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\r\n2. the relief of poverty\r\n3. the provision of services to meet emotional and spiritual needs of the community or individuals\r\n4. the care and welfare of the elderly and infirm\r\n5. the care and welfare of the physically and mentally \r\ndisabled.\r\n6. the provision of medical facilities and services","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\r\n2. the relief of poverty\r\n3. the provision of services to meet emotional and spiritual needs of the community or individuals\r\n4. the care and welfare of the elderly and infirm\r\n5. the care and welfare of the physically and mentally \r\ndisabled.\r\n6. the provision of medical facilities and services"},"rating":{"rated":true,"grade":"B-","score":74.3,"score_scale":"0-100","financial_score":82.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":367531,"total_expenses_nzd":279161,"surplus_deficit_nzd":88370,"total_assets_nzd":249984,"total_liabilities_nzd":0,"net_assets_nzd":249984,"cash_reserves_nzd":249984,"government_grants_nzd":null,"donations_nzd":367500,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1e5a1ca4-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":367531,"total_expenses_nzd":279161,"surplus_deficit_nzd":88370,"net_assets_nzd":249984,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1e5a1ca4-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":395432,"total_expenses_nzd":255808,"surplus_deficit_nzd":139624,"net_assets_nzd":161615,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1c320881-c20e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":203285,"total_expenses_nzd":238387,"surplus_deficit_nzd":-35102,"net_assets_nzd":21991,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=73315b2e-eeef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":128,"total_expenses_nzd":197276,"surplus_deficit_nzd":null,"net_assets_nzd":57093,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5e78a285-53d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":null,"total_expenses_nzd":61609,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cdea652c-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":null,"total_expenses_nzd":169273,"surplus_deficit_nzd":null,"net_assets_nzd":315850,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=36545fba-b092-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":500000,"total_expenses_nzd":20623,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fc0c3914-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":30000,"total_expenses_nzd":24254,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d1d7df7a-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":null,"total_expenses_nzd":null,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=71a0a910-7b35-e811-8102-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":4,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/the-heather-and-tom-sturgess-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-heather-and-tom-sturgess-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-heather-and-tom-sturgess-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC55094","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T16:50:29.615Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}