Jubilee Christian Charitable Trust — Religion Charity in Invercargill
Jubilee Christian Charitable Trust is a Trust charity in the Religion sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.
Mission: To continue to assist and enable the Jubilee Budget Service to build financial capability in the Southland community. The provision is there to use the Trust Accounts to manage clients day to day accounts, making payments on the clients behalf. In special circumstances, the budget advisers can apply for an interest free loan for their clients situation or to consolidate debts, in which they would repay the Trust at a negotiated amount.
- Registration Number
- CC24128
- Charity Type
- Trust
- Registration Date
- 2008-05-08
- Status
- Active
- Sector
- Religion
- Location
- Invercargill, Invercargill
- Website
- https://www.jubileebudget.co.nz
- jubilee@jubileebudget.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- 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
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | $0.2M |
| 2021 | $0.0M | $0.0M | $0.2M |
| 2020 | $0.0M | $0.0M | $0.2M |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | $0.2M |
| 2017 | $0.0M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (8)
- Greg Masters — Trustee
- Stephen Falconer — Trustee / Treasurer
- Susan Marshall — Treasurer / Trustee (departed 2018-09-25)
- Simon Tierney — Trustee (departed 2018-04-10)
- George McEwan — Trustee (departed 2025-09-16)
- David Dumbleton — Trustee (departed 2025-09-16)
- Peter Laurie — Trustee (departed 2025-09-16)
- Bevan Simpson — Trustee
Similar Charities in Religion
- Young Men's Christian Association of Nelson Incorporated — Religion
- National Assistance Fund — Religion
- The Person To Person Help Trust — Religion
- Building Blocks Community Trust — Religion
- Well Women and Family Trust — Religion
Jubilee Christian Charitable Trust
CC24128Invercargill, InvercargillRegistered 8 May 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Volunteer / 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 →Revenue
$13.8K
Expenses
$11.2K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Southland
About
Mission
To continue to assist and enable the Jubilee Budget Service to build financial capability in the Southland community. The provision is there to use the Trust Accounts to manage clients day to day accounts, making payments on the clients behalf. In special circumstances, the budget advisers can apply for an interest free loan for their clients situation or to consolidate debts, in which they would repay the Trust at a negotiated amount.
Key Statistics
Annual Revenue
$13.8K
Total Expenses
$11.2K
Net Assets
-
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
586.6mo
Could operate 586.6 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
18
Score /100
Highly Concentrated
HHI: 8,184
High Concentration: 90% of revenue from Investment Income
Investment Income89.9%
Donations10.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 267 peers · Religion · Under $100K
Rating Score
0
Revenue
$14K
Reserve Months
0.0
Surplus
$3K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC24128
Entity TypeTrust
Registered8 May 2008
StatusRegistered
Sector & Activities
Primary Sector
ReligionData 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: 22 April 2026.
Similar Charities in Religion
Other Religion charities ranked by overall score