Kathleen Ann Stevens Scholarship Trust — Education Charity in Lincoln

Kathleen Ann Stevens Scholarship Trust is a Trust charity in the Education sector, based in Lincoln, Lincoln. 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 December 2025.

Mission: The objective of the Trust is to fund a scholarship for post graduate study in animal or wool science for a graduate of Lincoln University.

Registration Number
CC33265
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (75.5/100)
Sector
Education
Location
Lincoln, Lincoln
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
5.9 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.1M
2024$0.0M$0.0M$0.1M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.0M$0.0M$0.1M

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 (0)

NameRoleAppointed

Former Officers (62)

  • Zara Weissenstein — Council Member Lincoln University
  • Puamiria Parata-Goodall — Council Member Lincoln University
  • Demetrio Cooper — Student Appointment Lusa President (departed 2024-11-30)
  • Michelle Ash — Council Member Lincoln University
  • Liz Hill-Taiaroa — Council Member Lincoln University
  • James Parsons — Council Member Lincoln University
  • Amy Wells — Council Member Lincoln University (departed 2023-11-30)
  • Derrick Moot — Council Member Lincoln University
  • Grant Edwards — Lincoln University Council Member
  • David Jensen — Council Member Lincoln University
  • Jeremy Kilgour — Council Member Lincoln University (departed 2022-11-30)
  • Jaime Shone — Council Member Lincoln University (departed 2023-03-27)
  • Gabrielle Thompson — Lincoln University Council Member
  • Gregory Fleming — Lincoln University Council Member Lusa President (departed 2021-12-01)
  • Marjan Van den Belt — Lincoln University Council Member
  • Robert Hewett — Lincoln University Council Member (departed 2023-03-15)
  • Samuel Blackmore — Lincoln University Council Member (departed 2020-12-14)
  • Kirsty Havill — Council Member Lincoln University (departed 2019-12-20)
  • Bruce McKenzie — Council Member Lincoln University (departed 2021-12-31)
  • James McWha — Council Member (departed 2024-12-31)

Funding Sources

  • Auckland Foundation — $1,458

Similar Charities in Education

FunderEducationTrustEndowment

Kathleen Ann Stevens Scholarship Trust

CC33265Lincoln, LincolnRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials9mo agoRating4d ago

Financial data as at December 2025. Sourced from Charities Services register.

B
76/100
Financial
80
Governance
65
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 12. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$4.5K

Expenses

$2.6K

Assets

$57.7K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
EducationAnimal Welfare
Beneficiaries
General Public
Geographic Focus
Nationwide

Funded By

Registered charities that have funded this organisation.

About

Mission

The objective of the Trust is to fund a scholarship for post graduate study in animal or wool science for a graduate of Lincoln University.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$4.5K
Total Expenses
$2.6K
Net Assets
$57.7K

Financial Trends

Financial Trends (18 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
5.9mo
Could operate 5.9 months with zero revenue
Low reserves
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: 9,980
High Concentration: 100% of revenue from Other
Other99.9%
Investment Income0.1%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
76
#15/330
Revenue
$4K
#256/330
Reserve Months
5.9
#1/330
Surplus
$2K
#131/330
Staff Cost %
0%
#1/330

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

Rating History

B
2025
Score: 75.5
Financial: 80 | Governance: 65 | Transparency: 65
Current
C-
2024
Score: 55.5
Financial: 80 | 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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Contact Details

Address
Lincoln, Lincoln

Registration

Registration NumberCC33265
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 30 September 2026.