Ivor Walter Stickley Charitable Trust — Social Services Charity in Te Awamutu

Ivor Walter Stickley Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Te Awamutu, Te Awamutu. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To carry out work with a welfare emphasis and character derived from the welfare principles adopted by the Te Awamutu RSA. In conjunction with other like persons, group, or trust assist those in charitable need, both physically and economically and provide welfare and relief of suffering and benefit of members of the Te Awamutu RSA.

Registration Number
CC50537
Charity Type
Charitable Trust
Registration Date
2014-05-15
Status
Active
CharityData Rating
B (75.5/100)
Sector
Social Services
Location
Te Awamutu, Te Awamutu
Email
tarsa@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.7M NZD
Net Assets
$0.7M NZD
Reserve Months
877.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.7M
2025$0.0M$0.0M$0.7M
2024$0.1M$0.0M$0.7M
2023$0.1M$0.1M$0.7M
2022$0.1M$0.1M$0.3M
2021$0.0M$0.0M$-0.8M
2020$0.1M$0.0M$-0.8M
2019$0.1M$0.0M$-0.6M
2018$0.1M$0.0M$-0.6M
2017$0.0M$0.0M$-0.6M

CharityData Rating

Overall Grade
B
Overall Score
75.5/100
Financial Score
80
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Donna MilneTrustee2025-11-18
Terry FindlayChair2013-09-17
Peter WatsonChair2013-09-17

Former Officers (8)

  • Teresa Wood — Trustee
  • Graeme Ambler — Secretary (departed 2024-04-01)
  • Lois Knight — Trustee (departed 2025-11-18)
  • shirley moorhead — Trustee (departed 2024-03-19)
  • William Lyford — Secretary (departed 2021-09-01)
  • David Bowler — Trustee (departed 2019-03-31)
  • Marion Gosnell — Trustee (departed 2014-06-09)
  • Garry Maughan — Trustee (departed 2024-02-15)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

Ivor Walter Stickley Charitable Trust

CC50537Te Awamutu, Te AwamutuRegistered 15 May 2014
Data updated: 3 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
76/100
Financial
80
Governance
65
Transparency
65
Revenue

$35.6K

Expenses

$9.0K

Assets

$712.7K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social Services
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To carry out work with a welfare emphasis and character derived from the welfare principles adopted by the Te Awamutu RSA. In conjunction with other like persons, group, or trust assist those in charitable need, both physically and economically and provide welfare and relief of suffering and benefit of members of the Te Awamutu RSA.

Who We Serve

Beneficiaries
Older peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$35.6K
Total Expenses
$9.0K
Net Assets
$709.5K

Financial Trends

Financial Trends (12 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
877.2mo
Could operate 877.2 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 276 peers · Social Services · Under $100K

Rating Score
76
#11/277
Revenue
$36K
#88/277
Reserve Months
877.2
#1/277
Surplus
$27K
#16/277
Staff Cost %
0%
#1/277

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B
2026
Score: 75.5
Financial: 80 | Governance: 65 | Transparency: 65
Current
C-
2025
Score: 57.3
Financial: 83 | Governance: 65 | Transparency: 65

Rating

B
Score: 75.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Te Awamutu, Te Awamutu

Registration

Registration NumberCC50537
Entity TypeCharitable Trust
Registered15 May 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Sept 2013

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 5 October 2026.