Baton Valley Trust Board — Environment Charity in Christchurch

Baton Valley Trust Board is a Charitable Trust charity in the Environment sector, based in Christchurch, Christchurch. CharityData rates this charity B (75.5/100). Annual revenue: $2.0M NZD. Financial data as at March 2025.

Mission: Baton Valley Trust Board's mission is to educate the wider community on the importance of conservation of nature species of flora and fauna in New Zealand

Registration Number
CC45911
Charity Type
Charitable Trust
Registration Date
2010-12-14
Status
Active
CharityData Rating
B (75.5/100)
Sector
Environment
Location
Christchurch, Christchurch
Email
jp@pkfgf.co.nz
Data as at
March 2025

Beneficiaries: General public, People with disabilities

Financial Summary

Total Revenue
$2.0M NZD
Total Expenses
$0.2M NZD
Total Assets
$25.7M NZD
Net Assets
$25.7M NZD
Reserve Months
275.8 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.0M$0.2M$25.7M
2024$1.5M$0.2M$23.9M
2023$1.8M$0.1M$22.5M
2022$0.1M$0.1M$18.0M
2021$0.7M$1.1M$18.0M
2020$2.2M$0.1M$18.4M
2019$0.3M$0.0M$16.3M
2018$1.9M$0.0M$16.0M
2017$0.5M$0.8M$14.2M
2016$1.6M$0.0M$14.5M

CharityData Rating

Overall Grade
B
Overall Score
75.5/100
Financial Score
80
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Jeroen LeekTrustee2017-02-23
Maarten LeekTrustee2014-01-20
Lucy UlrichTrustee2014-01-20
Ian BougenTrustee2008-03-07

Former Officers (2)

  • Peter Ritchie — Trustee
  • Victor Yerbury — Trustee (departed 2014-01-20)

Similar Charities in Environment

EnvironmentCharitable Trust

Baton Valley Trust Board

CC45911Christchurch, ChristchurchRegistered 14 Dec 2010
Data updated: 3 days ago
Financials31 Mar 2025Rating4d ago

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

B
76/100
Financial
80
Governance
65
Transparency
65

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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$2.0M

Expenses

$164.8K

Assets

$25.7M

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

Baton Valley Trust Board's mission is to educate the wider community on the importance of conservation of nature species of flora and fauna in New Zealand

Who We Serve

Beneficiaries
General publicPeople with disabilities

Key Statistics

Annual Revenue
$2.0M
Total Expenses
$164.8K
Net Assets
$25.7M
Volunteers
0

Financial Trends

Financial Trends (14 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
275.8mo
Could operate 275.8 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

49
Score /100
Concentrated
HHI: 5,145
Investment Income58.5%
Other41.5%

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

Peer Comparison

Ranked against 56 peers · Environment · $1M – $10M

Rating Score
76
#16/57
Revenue
$2.0M
#24/57
Reserve Months
275.8
#1/57
Surplus
$1.8M
#4/57
Staff Cost %
0%
#1/57

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

Rating

B
Score: 75.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC45911
Entity TypeCharitable Trust
Registered14 Dec 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated31 Jul 2008
Registered office
131 Victoria Street, Christchurch Central, Christchurch

Sector & Activities

Primary Sector
Environment
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)

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: 5 October 2026.