Balclutha Genealogical SocietyEducation Charity in Balclutha

Balclutha Genealogical Society is a Trust charity in the Education sector, based in Balclutha, Balclutha. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To bring together people who share an interest in Family Histories, within the community that this organisation operates in. To promote and advance the education of the public in the study of family histories and genealogies. To encourage accurate and scholarly research in the histories of New Zealand families To encourage the preservation and retention of records and resources and related materials To foster family feeling and pride of ethnicity and heritage.

Registration Number
CC34226
Charity Type
Trust
Registration Date
2008-11-12
Status
Active
Sector
Education
Location
Balclutha, Balclutha
Email
balclutha@genealogy.org.nz
Funder Status
Grant-making charity (other)
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Rosann HoltCommittee Member2025-05-01
Glenda LandrethCommittee Member2019-05-02
Noeline MilneTreasurer & Committee Member2019-05-02
Julie BloxhamCommittee Member2017-05-04
Rosa HarrisonCommittee Member2011-05-05
Isobel MichelleResearch Officer and Committee Member2008-11-13
Noeline McLarenSecretary & Projects Officer2008-11-13
Ruth RichardsonCommittee Member2007-11-20
Alma MacPhersonConvenor2006-11-02

Former Officers (15)

  • Maxine AgnewCommittee Member (departed 2022-06-02)
  • Sarah VickersConvenor (departed 2025-03-31)
  • Barbara CarruthersCommittee Member (departed 2021-05-06)
  • Fiona MichieCommittee Member (departed 2019-02-07)
  • Denise O'ConnellCommittee Member (departed 2016-05-05)
  • Janette ByersCommittee Member (departed 2017-05-04)
  • Donald McLarenCommittee Member (departed 2014-05-01)
  • Maureen SellCommittee Member (departed 2013-05-02)
  • Jane SandersCommittee Member (departed 2014-05-01)
  • Valerie WeirLibrarian (departed 2014-05-01)
  • George Mc KenzieMinute Secretary (departed 2011-05-05)
  • Nola AndersonCommittee Member (departed 2022-03-31)
  • Isabel JackCommittee Member (departed 2021-05-06)
  • Robert RichardsonTreasurer (departed 2009-05-07)
  • Maureen GellCommittee (departed 2010-05-06)

Similar Charities in Education

FunderEducationTrustOther

Balclutha Genealogical Society

CC34226Balclutha, BalcluthaRegistered 12 Nov 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

NR
Not ratedVolunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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 designated
    Board of 18 with no chair designated on the register

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

$1.7K

Expenses

$1.6K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationSocial ServicesArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To bring together people who share an interest in Family Histories, within the community that this organisation operates in. To promote and advance the education of the public in the study of family histories and genealogies. To encourage accurate and scholarly research in the histories of New Zealand families To encourage the preservation and retention of records and resources and related materials To foster family feeling and pride of ethnicity and heritage.

Key Statistics

Annual Revenue
$1.7K
Total Expenses
$1.6K
Net Assets
-
Volunteers
0

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
73.4mo
Could operate 73.4 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

65
Score /100
Moderate
HHI: 3,508
Trading / Services47.0%
Investment Income28.5%
Other21.9%
Donations2.6%

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

Peer Comparison

Ranked against 336 peers · Education · Under $100K

Rating Score
0
#106/337
Revenue
$2K
#301/337
Reserve Months
0.0
#1/337
Surplus
$110
#187/337
Staff Cost %
0%
#1/337

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

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Balclutha, Balclutha

Registration

Registration NumberCC34226
Entity TypeTrust
Registered12 Nov 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 11 September 2026.