E M Elder Presentation And Bursary Trust FundEducation Charity in Invercargill

E M Elder Presentation And Bursary Trust Fund is a Trust charity in the Education sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: Support students from the Western Southland area in their tertiary education.

Registration Number
CC26539
Charity Type
Trust
Registration Date
2008-06-24
Status
Active
Sector
Education
Location
Invercargill, Invercargill
Email
flettjo@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.1M
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Brooke FlettTrustee/chairperson2018-09-10
Dale EgertonTrustee/secretary2018-09-10
Joanne FlettTrustee/treasurer2009-08-24
Paula AndersonTrustee2008-02-19
Raewyn MintyTrustee1998-08-31
Ngarita DixonTrustee1994-09-02
Donald FaulknerTrustee1994-09-02

Former Officers (4)

  • Roger ThomasTrustee (departed 2018-09-17)
  • Peter SutherlandTrustee (departed 2009-08-24)
  • John KnowlerTrustee (departed 2023-02-27)
  • Elizabeth HorrellTrustee (departed 2009-02-26)

Similar Charities in Education

FunderEducationTrustTrust

E M Elder Presentation And Bursary Trust Fund

CC26539Invercargill, InvercargillRegistered 24 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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.

  • Reserves high for operating size
    Reserves cover ~183 months of expenses on $9K revenue — very high for an operating charity this size

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

$8.6K

Expenses

$7.2K

Assets

$115.9K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

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

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Southland

About

Mission

Support students from the Western Southland area in their tertiary education.

Key Statistics

Annual Revenue
$8.6K
Total Expenses
$7.2K
Net Assets
$109.9K

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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

50
Score /100
Concentrated
HHI: 5,010
Donations52.2%
Investment Income47.8%

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

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$9K
#266/356
Reserve Months
0.0
#1/356
Surplus
$1K
#168/356
Staff Cost %
0%
#1/356

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 5 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC26539
Entity TypeTrust
Registered24 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Sept 1994
Registered office
National Bank Of New Zealand Main Street Tuatapere, Tuatapere

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: 14 September 2026.