{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Balfour Jubilee Scholarship Fund","slug":"the-balfour-jubilee-scholarship-fund","charities_register_number":"CC10332","nzbn":null,"status":"registered","registration_date":"2007-05-23","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"This Trust was established by deed on 12th October 1988 by the Balfour & Consolidated Schools Jubilee Committee with surplus funds from the jubilee celebrations. It is to be held in perpetuity to pay the net annual income in any year or years to provide scholarships for high school students in the Balfour area who merit assistance to progress to further study at University, a Technical Institute, Community College or other place of higher education.","mission":"This Trust was established by deed on 12th October 1988 by the Balfour & Consolidated Schools Jubilee Committee with surplus funds from the jubilee celebrations. It is to be held in perpetuity to pay the net annual income in any year or years to provide scholarships for high school students in the Balfour area who merit assistance to progress to further study at University, a Technical Institute, Community College or other place of higher education."},"rating":{"rated":true,"grade":"C+","score":67.9,"score_scale":"0-100","financial_score":73.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","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":"2026-03-31","total_revenue_nzd":581,"total_expenses_nzd":2914,"surplus_deficit_nzd":-2333,"total_assets_nzd":28495,"total_liabilities_nzd":2530,"net_assets_nzd":25965,"cash_reserves_nzd":440,"government_grants_nzd":0,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier2","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=131b9a51-922d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":581,"total_expenses_nzd":2914,"surplus_deficit_nzd":-2333,"net_assets_nzd":25965,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=131b9a51-922d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":1766,"total_expenses_nzd":953,"surplus_deficit_nzd":813,"net_assets_nzd":27401,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5066ecd2-c50e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":975,"total_expenses_nzd":1760,"surplus_deficit_nzd":-785,"net_assets_nzd":11205,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a43ca935-efef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":659,"total_expenses_nzd":937,"surplus_deficit_nzd":null,"net_assets_nzd":27626,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0aada58c-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":267,"total_expenses_nzd":1653,"surplus_deficit_nzd":null,"net_assets_nzd":27904,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7b04d8f7-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":318,"total_expenses_nzd":647,"surplus_deficit_nzd":null,"net_assets_nzd":29291,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c69f8df1-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":614,"total_expenses_nzd":340,"surplus_deficit_nzd":null,"net_assets_nzd":29619,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2b4e4f63-e073-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":882,"total_expenses_nzd":408,"surplus_deficit_nzd":null,"net_assets_nzd":29345,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=baf996ee-4554-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":814,"total_expenses_nzd":359,"surplus_deficit_nzd":null,"net_assets_nzd":28872,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d520deb3-7c35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":675,"total_expenses_nzd":510,"surplus_deficit_nzd":null,"net_assets_nzd":28417,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1a87a18e-1f91-e711-bde0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"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":[],"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/the-balfour-jubilee-scholarship-fund","markdown":"https://charitydata.co.nz/api/v1/charities/the-balfour-jubilee-scholarship-fund/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-balfour-jubilee-scholarship-fund/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10332","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-27","rating_computed":"2026-10-01","generated_at":"2026-10-02T12:36:38.804Z","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."}}