{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Waterlea Park Charitable Trust 2020","slug":"waterlea-park-charitable-trust-2020","charities_register_number":"CC58253","nzbn":"9429048173957","status":"registered","registration_date":"2020-05-09","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Blenheim","city":"Blenheim","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To carry out every charitable purpose in Marlborough whether relating to the relief of poverty, the advancement of education, or any other purpose beneficial to the community, and specifically, at the discretion of the Board, may include:\r\n(a) Provision of recreational facilities, and\r\n(b) Running of recreational programmes,\r\nAND any one or more of those purposes may be carried out independently of others of those purposes.","mission":"To carry out every charitable purpose in Marlborough whether relating to the relief of poverty, the advancement of education, or any other purpose beneficial to the community, and specifically, at the discretion of the Board, may include:\r\n(a) Provision of recreational facilities, and\r\n(b) Running of recreational programmes,\r\nAND any one or more of those purposes may be carried out independently of others of those purposes."},"rating":{"rated":true,"grade":"C+","score":68.5,"score_scale":"0-100","financial_score":70,"governance_score":65,"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":"2024-07-31","total_revenue_nzd":302609,"total_expenses_nzd":228374,"surplus_deficit_nzd":74235,"total_assets_nzd":6563957,"total_liabilities_nzd":892645,"net_assets_nzd":5671312,"cash_reserves_nzd":73573,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":null,"paid_staff":null,"volunteers":1,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c217ccb9-d34f-ef11-bb35-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2024-07-31","total_revenue_nzd":302609,"total_expenses_nzd":228374,"surplus_deficit_nzd":74235,"net_assets_nzd":5671312,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c217ccb9-d34f-ef11-bb35-000d3acc4199&isPublic=true"},{"year_ended":"2023-07-31","total_revenue_nzd":119407,"total_expenses_nzd":135066,"surplus_deficit_nzd":null,"net_assets_nzd":5597077,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=73131b0e-3930-ee11-bb23-000d3acc4199&isPublic=true"},{"year_ended":"2022-07-31","total_revenue_nzd":75736,"total_expenses_nzd":108694,"surplus_deficit_nzd":null,"net_assets_nzd":15098,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f6a11e1a-6811-ed11-bb16-0022480ffcd1&isPublic=true"},{"year_ended":"2021-07-31","total_revenue_nzd":50000,"total_expenses_nzd":88889,"surplus_deficit_nzd":null,"net_assets_nzd":-979603,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c739708c-96f2-eb11-8abd-00155d6b775e&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":5,"total_officers_recorded":7,"chair_recorded":false,"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":"Lion Foundation","type":"foundation","amount_nzd":3000,"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/waterlea-park-charitable-trust-2020","markdown":"https://charitydata.co.nz/api/v1/charities/waterlea-park-charitable-trust-2020/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/waterlea-park-charitable-trust-2020/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC58253","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-04-25","rating_computed":"2026-09-26","generated_at":"2026-09-28T16:35:51.752Z","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."}}