{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"South Catlins Charitable Trust","slug":"south-catlins-charitable-trust","charities_register_number":"CC29822","nzbn":"9429043130191","status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Tokanui","city":"Tokanui","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To develop and promote the Catlins as a place to visit, live and work. \r\nTo provide and facilitate the establishment of public utilities, equipment, local community facilities and services for the benefit of residents and visitors to the South Catlins. \r\nTo provide opportunities for community education and training within the South Catlins, including environmental education.\r\nTo encourage the establishment of enterprise and employment opportunities in the South Catlins.\r\nTo promote the scenic, heritage, environmental and cultural features of the South Catlins.\r\nTo foster the sustainable management of natural and physical resources of the South Catlins for the benefit of the local and wider community.\r\nTo encourage community pride and community participation through by the establishment and operation of community events within the South Catlins.\r\n(see Trust Deed for further details)","mission":"To develop and promote the Catlins as a place to visit, live and work. \r\nTo provide and facilitate the establishment of public utilities, equipment, local community facilities and services for the benefit of residents and visitors to the South Catlins. \r\nTo provide opportunities for community education and training within the South Catlins, including environmental education.\r\nTo encourage the establishment of enterprise and employment opportunities in the South Catlins.\r\nTo promote the scenic, heritage, environmental and cultural features of the South Catlins.\r\nTo foster the sustainable management of natural and physical resources of the South Catlins for the benefit of the local and wider community.\r\nTo encourage community pride and community participation through by the establishment and operation of community events within the South Catlins.\r\n(see Trust Deed for further details)"},"rating":{"rated":true,"grade":"B-","score":71.5,"score_scale":"0-100","financial_score":70,"governance_score":75,"transparency_score":65,"computed_date":"2026-09-26","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-03-31","total_revenue_nzd":124481,"total_expenses_nzd":121063,"surplus_deficit_nzd":3418,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":158491,"government_grants_nzd":null,"donations_nzd":6254,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6a784f7b-c60e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":124481,"total_expenses_nzd":121063,"surplus_deficit_nzd":3418,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6a784f7b-c60e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":251352,"total_expenses_nzd":362138,"surplus_deficit_nzd":-110786,"net_assets_nzd":1616453,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=858c7365-efef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":502073,"total_expenses_nzd":478446,"surplus_deficit_nzd":null,"net_assets_nzd":1727239,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=438777c8-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":580191,"total_expenses_nzd":576840,"surplus_deficit_nzd":null,"net_assets_nzd":1703187,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=97b3b121-83b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":430470,"total_expenses_nzd":564422,"surplus_deficit_nzd":null,"net_assets_nzd":1699836,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ba417633-b292-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":158346,"total_expenses_nzd":280392,"surplus_deficit_nzd":null,"net_assets_nzd":1833788,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=58655dab-e073-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":195157,"total_expenses_nzd":336439,"surplus_deficit_nzd":null,"net_assets_nzd":-158247,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6744aa36-4654-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":1708944,"total_expenses_nzd":386777,"surplus_deficit_nzd":null,"net_assets_nzd":2097115,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ccc67e06-7d35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":444617,"total_expenses_nzd":22508,"surplus_deficit_nzd":null,"net_assets_nzd":774949,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=83219637-c086-e711-bde0-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":15042,"total_expenses_nzd":12500,"surplus_deficit_nzd":null,"net_assets_nzd":35247,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d8f5a96b-b4b3-e611-935d-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":11,"total_officers_recorded":30,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[{"name":"The Trusts Community Foundation","type":"foundation","amount_nzd":10000,"year_ended":"2021-12-31"}],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/south-catlins-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/south-catlins-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/south-catlins-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29822","website":null},"freshness":{"register_as_of":"2026-09-24","financials_updated":"2026-05-29","rating_computed":"2026-09-26","generated_at":"2026-09-30T17:59:46.229Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}