{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Iona Scholarship Trust Fund","slug":"the-iona-scholarship-trust-fund","charities_register_number":"CC10205","nzbn":null,"status":"registered","registration_date":"2007-04-23","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"This Trust was established by deed on 25th September 1990 by Catherine Fullwood Hamilton Smith. It is to be held in perpetuity to apply the net annual income for scholarships of $3,000 each for third and fourth form students at Columba College Dunedin. The scholarships are to enable the recipients to continue education there who, due to financial constraints, would otherwise be unable to do so.","mission":"This Trust was established by deed on 25th September 1990 by Catherine Fullwood Hamilton Smith. It is to be held in perpetuity to apply the net annual income for scholarships of $3,000 each for third and fourth form students at Columba College Dunedin. The scholarships are to enable the recipients to continue education there who, due to financial constraints, would otherwise be unable to do so."},"rating":{"rated":true,"grade":"C+","score":67.3,"score_scale":"0-100","financial_score":72.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","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":"2025-09-30","total_revenue_nzd":1161,"total_expenses_nzd":1763,"surplus_deficit_nzd":-602,"total_assets_nzd":136082,"total_liabilities_nzd":2030,"net_assets_nzd":134052,"cash_reserves_nzd":98563,"government_grants_nzd":null,"donations_nzd":0,"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=9fdb80f7-8b9e-f011-bb48-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-09-30","total_revenue_nzd":1161,"total_expenses_nzd":1763,"surplus_deficit_nzd":-602,"net_assets_nzd":134052,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9fdb80f7-8b9e-f011-bb48-000d3acc4199&isPublic=true"},{"year_ended":"2024-09-30","total_revenue_nzd":1163,"total_expenses_nzd":1456,"surplus_deficit_nzd":-293,"net_assets_nzd":37159,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=21dfd9c4-ba7f-ef11-bb39-000d3acc4199&isPublic=true"},{"year_ended":"2023-09-30","total_revenue_nzd":1712,"total_expenses_nzd":912,"surplus_deficit_nzd":null,"net_assets_nzd":37465,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7c65f9da-1f60-ee11-bb25-0022480ffcd1&isPublic=true"},{"year_ended":"2022-09-30","total_revenue_nzd":872,"total_expenses_nzd":5018,"surplus_deficit_nzd":null,"net_assets_nzd":36665,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d78cd3ca-4e41-ed11-bb18-000d3acc4199&isPublic=true"},{"year_ended":"2021-09-30","total_revenue_nzd":3867,"total_expenses_nzd":492,"surplus_deficit_nzd":null,"net_assets_nzd":40812,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d8749e5d-7d22-ec11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-09-30","total_revenue_nzd":732,"total_expenses_nzd":441,"surplus_deficit_nzd":null,"net_assets_nzd":37437,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6270c88b-ab03-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-09-30","total_revenue_nzd":2738,"total_expenses_nzd":386,"surplus_deficit_nzd":null,"net_assets_nzd":37146,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=24f646d2-10e4-e911-ba85-00155d6b7730&isPublic=true"},{"year_ended":"2018-09-30","total_revenue_nzd":2692,"total_expenses_nzd":613,"surplus_deficit_nzd":null,"net_assets_nzd":34794,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7fe0b461-3fc5-e811-ab4a-00155d6b7730&isPublic=true"},{"year_ended":"2017-09-30","total_revenue_nzd":2561,"total_expenses_nzd":1911,"surplus_deficit_nzd":null,"net_assets_nzd":32716,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8b453c94-7fbe-e711-971c-00155d6b7730&isPublic=true"},{"year_ended":"2016-09-30","total_revenue_nzd":1917,"total_expenses_nzd":1936,"surplus_deficit_nzd":null,"net_assets_nzd":32066,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=238199d6-c4a7-e611-935c-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":2,"total_officers_recorded":2,"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-iona-scholarship-trust-fund","markdown":"https://charitydata.co.nz/api/v1/charities/the-iona-scholarship-trust-fund/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-iona-scholarship-trust-fund/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10205","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-10-01T02:33:56.634Z","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."}}