{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Jim and Bill Beatty Trust","slug":"the-jim-and-bill-beatty-trust","charities_register_number":"CC52063","nzbn":null,"status":"registered","registration_date":"2015-07-06","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Sports & Recreation","icnpo_group":"Culture and Recreation","region":"Balclutha","city":"Balclutha","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Settlor has recognised a need for people in NZ and in particular the young people within the historical boundaries of Balclutha Borough & Clutha County, to be offered sporting and cultural opportunities that help to educate and improve the welfare of the community as a whole.  The Settlor also recognises a need for people to be actively encouraged to participate in such activities and provided with appropriate facilities to do so.","mission":"The Settlor has recognised a need for people in NZ and in particular the young people within the historical boundaries of Balclutha Borough & Clutha County, to be offered sporting and cultural opportunities that help to educate and improve the welfare of the community as a whole.  The Settlor also recognises a need for people to be actively encouraged to participate in such activities and provided with appropriate facilities to do so."},"rating":{"rated":true,"grade":"B","score":76,"score_scale":"0-100","financial_score":85,"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":118186,"total_expenses_nzd":68811,"surplus_deficit_nzd":49375,"total_assets_nzd":1690603,"total_liabilities_nzd":401647,"net_assets_nzd":1288956,"cash_reserves_nzd":7261,"government_grants_nzd":0,"donations_nzd":50000,"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=03f24944-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":118186,"total_expenses_nzd":68811,"surplus_deficit_nzd":49375,"net_assets_nzd":1288956,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=03f24944-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":199456,"total_expenses_nzd":56983,"surplus_deficit_nzd":142473,"net_assets_nzd":1239581,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=372ff181-c00e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":281878,"total_expenses_nzd":43176,"surplus_deficit_nzd":238702,"net_assets_nzd":1097108,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0039e392-edef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":84715,"total_expenses_nzd":153791,"surplus_deficit_nzd":null,"net_assets_nzd":858406,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a50e40f0-52d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":64453,"total_expenses_nzd":43311,"surplus_deficit_nzd":null,"net_assets_nzd":927483,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c49ad1a8-81b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":348728,"total_expenses_nzd":42018,"surplus_deficit_nzd":null,"net_assets_nzd":906340,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b5f7f318-b092-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":50504,"total_expenses_nzd":21421,"surplus_deficit_nzd":null,"net_assets_nzd":599631,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cdf08a9c-de73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":218720,"total_expenses_nzd":21390,"surplus_deficit_nzd":null,"net_assets_nzd":570547,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2a03df0d-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":80004,"total_expenses_nzd":21069,"surplus_deficit_nzd":null,"net_assets_nzd":373218,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3c5182e7-7a35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":135403,"total_expenses_nzd":21231,"surplus_deficit_nzd":null,"net_assets_nzd":314283,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8648365d-8088-e711-bde0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":3,"total_officers_recorded":3,"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-jim-and-bill-beatty-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-jim-and-bill-beatty-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-jim-and-bill-beatty-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52063","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-13","rating_computed":"2026-10-01","generated_at":"2026-10-03T09:40:42.544Z","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."}}