# The Iona Scholarship Trust Fund

**Charities Register number:** CC10205
**Status:** Registered
**Registered since:** 2007-04-23
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## 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.

## CharityData rating

- **Grade:** C+ (67.3 / 100)
- **Financial health:** 72.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (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 2025-09-30)

- **Total revenue:** NZ$1k
- **Total expenses:** NZ$2k
- **Surplus / deficit:** NZ$-602
- **Total assets:** NZ$136k
- **Total liabilities:** NZ$2k
- **Net assets:** NZ$134k
- **Cash reserves:** NZ$99k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9fdb80f7-8b9e-f011-bb48-000d3acc4199&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 |
|---|---|---|---|---|
| 2025-09-30 | NZ$1k | NZ$2k | NZ$-602 | NZ$134k |
| 2024-09-30 | NZ$1k | NZ$1k | NZ$-293 | NZ$37k |
| 2023-09-30 | NZ$2k | NZ$912 | not disclosed | NZ$37k |
| 2022-09-30 | NZ$872 | NZ$5k | not disclosed | NZ$37k |
| 2021-09-30 | NZ$4k | NZ$492 | not disclosed | NZ$41k |
| 2020-09-30 | NZ$732 | NZ$441 | not disclosed | NZ$37k |
| 2019-09-30 | NZ$3k | NZ$386 | not disclosed | NZ$37k |
| 2018-09-30 | NZ$3k | NZ$613 | not disclosed | NZ$35k |
| 2017-09-30 | NZ$3k | NZ$2k | not disclosed | NZ$33k |
| 2016-09-30 | NZ$2k | NZ$2k | not disclosed | NZ$32k |

## Governance

- **Officers on the register:** 2 current
- **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=CC10205) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

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/the-iona-scholarship-trust-fund
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-iona-scholarship-trust-fund/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-iona-scholarship-trust-fund/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10205

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-iona-scholarship-trust-fund. 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 2026-10-01T02:31:23.057Z.