Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

The Heather and Tom Sturgess Charitable Trust

Registration number:

CC55094

NZBN number:

9429046280282

Current Status:

Registered

Registration details

Date of Registration:

4/09/2017

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 1242

Nelson

7040

Charity's Street Address:

Level 2, 295 Trafalgar Street

Nelson

7010

Charity's other details

Phone:

03 545 7600

Email:

alison@lsf.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC55094

Purpose & Structure

Charitable 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 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

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Makes grants to organisations (including schools or other charities)

Sectors:

Fund-raising

Education / training / research, Health, Environment / conservation, Social services

Beneficiaries:

Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
31/03/2026	30/09/2026	29/04/2026	$367,531	$279,161	Included in Annual Return
31/03/2025	30/09/2025	24/09/2025	$395,432	$255,808	Included in Annual Return
31/03/2024	30/09/2024	12/08/2024	$203,285	$238,387	Included in Annual Return
31/03/2023	30/09/2023	16/06/2023	$128	$197,276	Included in Annual Return
31/03/2022	30/09/2022	19/07/2022	$0	$61,609	Included in Annual Return
31/03/2021	30/09/2021	11/05/2021	$0	$169,273	Included in Annual Return
31/03/2020	30/09/2020	14/09/2020	$500,000	$20,623	Included in Annual Return
31/03/2019	30/09/2019	16/08/2019	$30,000	$24,254	Included in Annual Return
31/03/2018	30/09/2018	14/09/2018	$0	$0	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Alison Sheppard	Trustee	16/03/2026

Past Officers

Officer Name	Position	Past Since
Timothy Donald Wanklyn	Trustee	16/03/2026
Andrew Stace Wotton	Trustee	5/04/2023
Christopher Basil Jackson	trustee	27/04/2018

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
20/03/2026	NOC012
6/04/2023	NOC008
27/04/2018	NOC002
18/01/2018	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name