Geraldine Family and Youth Trust — Education Charity in Temuka

Geraldine Family and Youth Trust is a Charitable Trust charity in the Education sector, based in Temuka, Temuka. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: To provide outstanding after-school and holiday care for children in the Geraldine area.

Registration Number
CC27553
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Temuka, Temuka
Email
lorraine@kidsalive.co.nz
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
11
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.0M
2025$0.2M$0.1M-
2024$0.1M$0.1M$0.0M
2023$0.1M$0.2M$0.0M
2022$0.2M$0.1M$0.0M
2021$0.1M$0.1M$0.0M
2020$0.1M$0.1M$0.0M
2019$0.1M$0.1M$0.0M
2018$0.1M$0.1M$0.0M
2017$0.1M$0.1M$0.0M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Lorraine MorganTrustee2024-05-28
Chad TozerTrustee2024-05-28
Rhys MorganTrustee2024-05-28

Former Officers (4)

  • Rachele Morris — Trustee (departed 2024-05-28)
  • Alvin Reid — Trustee (departed 2024-05-28)
  • Christine Horne — Trustee (departed 2013-12-01)
  • Andrew Morris — Trustee (departed 2024-05-28)

Funding Sources

  • Aotearoa Gaming Foundation — $27,300
  • Aotearoa Gaming Foundation — $23,400
  • Aotearoa Gaming Foundation — $6,474

Similar Charities in Education

EducationCharitable Trust

Geraldine Family and Youth Trust

CC27553Temuka, TemukaRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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

$110.5K

Expenses

$129.2K

Assets

$21.3K

Staff

11

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

About

Mission

To provide outstanding after-school and holiday care for children in the Geraldine area.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOther - All

Key Statistics

Annual Revenue
$110.5K
Total Expenses
$129.2K
Net Assets
$8.6K
Staff
11
employees

Financial Trends

Financial Trends (18 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
1.6mo
Could operate 1.6 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%
Investment Income0.0%

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

Peer Comparison

Ranked against 152 peers · Education · $100K – $1M

Rating Score
0
#47/153
Revenue
$111K
#148/153
Reserve Months
0.0
#1/153
Surplus
$-19K
#118/153
Staff Cost %
79%
#153/153

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
Temuka, Temuka

Registration

Registration NumberCC27553
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Aug 2006
Registered office
Ealing Pastures Ealing Montalto Road Ashburton New Zealand, Ashburton
Differs from Charities Register address (10 Birkett Street, Temuka, 7920, Temuka, Temuka). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)Provides religious services / activitiesProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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.