The Heather and Tom Sturgess Charitable Trust is a Trust charity in the Religion sector, based in Nelson, Nelson. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at March 2025.
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 2. the relief of poverty 3. the provision of services to meet emotional and spiritual needs of the community or individuals 4. the care and welfare of the elderly and infirm 5. the care and welfare of the physically and mentally disabled. 6. the provision of medical facilities and services
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.3M | $0.2M |
| 2024 | $0.2M | $0.2M | $0.0M |
| 2023 | $0.0M | $0.2M | $0.1M |
| 2022 | - | $0.1M | - |
| 2021 | - | $0.2M | $0.3M |
| 2020 | $0.5M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | - | - | - |
Financial data as at March 2025. Sourced from Charities Services register.
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $1M threshold at which audited accounts are expected. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above.
How ratings work →$395.4K
$255.8K
$161.6K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
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 2. the relief of poverty 3. the provision of services to meet emotional and spiritual needs of the community or individuals 4. the care and welfare of the elderly and infirm 5. the care and welfare of the physically and mentally disabled. 6. the provision of medical facilities and services
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 186 peers · Religion · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 22 April 2026.
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