Southern Star Lodge 735 Charitable Trust — Registered Charity in Nelson

Southern Star Lodge 735 Charitable Trust is a Trust charity, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: The trust raises funds to make charitable grants within the South Island but principally within the Nelson/Tasman region

Registration Number
CC44344
Charity Type
Trust
Registration Date
2010-06-08
Status
Active
CharityData Rating
A- (87.8/100)
Location
Nelson, Nelson
Email
pete57357@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
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$0.0M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Peter McDermott — Trustee
  • Peter Sheriff — Trustee (departed 2017-02-21)
  • Jeffrey Grimmett — Trustee
  • Edward Anderson — Trustee
  • Rex Lucas — Trustee (departed 2019-01-01)
  • Peter Stenning — Trustee (departed 2016-04-26)
  • Anthony Hunter — Trustee
  • Ian Allport — Trustee

Similar Charities in Other

FunderOtherTrustCharitable Trust

Southern Star Lodge 735 Charitable Trust

CC44344Nelson, NelsonRegistered 8 Jun 2010
Data updated: 4 days ago
Financials9mo agoRatingyesterday

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

A-
88/100
Balance sheet from 2024 used (not reported this year)
Financial
98
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 5. 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

$26.8K

Expenses

$12.9K

Financial data from Charities Services annual return (FY2025). 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
General
Beneficiaries
General Public
Geographic Focus
NelsonTasman

About

Mission

The trust raises funds to make charitable grants within the South Island but principally within the Nelson/Tasman region

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$26.8K
Total Expenses
$12.9K
Net Assets
-

Financial Trends

Financial Trends (16 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
28.6mo
Could operate 28.6 months with zero revenue
Over-capitalized
Fundraising Cost
$0.01
Costs $0.01 to raise each $1 in donations
Efficient

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

Revenue Diversification

45
Score /100
Concentrated
HHI: 5,512
Investment Income66.0%
Donations34.0%

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

Peer Comparison

Ranked against 322 peers · Other · Under $100K

Rating Score
88
#1/323
Revenue
$27K
#111/323
Reserve Months
32.1
#1/323
Surplus
$14K
#46/323
Staff Cost %
0%
#1/323

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

Rating History

A-
2025
Score: 87.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
D+
2024
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

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Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC44344
Entity TypeTrust
Registered8 Jun 2010
StatusRegistered

Sector & Activities

Primary Sector
Other
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 27 September 2026.