South Catlins Charitable Trust — Community Development Charity in Tokanui
South Catlins Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Tokanui, Tokanui. CharityData rates this charity B- (71.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To develop and promote the Catlins as a place to visit, live and work. To provide and facilitate the establishment of public utilities, equipment, local community facilities and services for the benefit of residents and visitors to the South Catlins. To provide opportunities for community education and training within the South Catlins, including environmental education. To encourage the establishment of enterprise and employment opportunities in the South Catlins. To promote the scenic, heritage, environmental and cultural features of the South Catlins. To foster the sustainable management of natural and physical resources of the South Catlins for the benefit of the local and wider community. To encourage community pride and community participation through by the establishment and operation of community events within the South Catlins. (see Trust Deed for further details)
- Registration Number
- CC29822
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (71.5/100)
- Sector
- Community Development
- Location
- Tokanui, Tokanui
- southcatlinscharitabletrust@gmail.com
- Data as at
- March 2025
Beneficiaries: Animals, Children / young people, General public, Older people, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 13.2 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.3M | $0.4M | $1.6M |
| 2023 | $0.5M | $0.5M | $1.7M |
| 2022 | $0.6M | $0.6M | $1.7M |
| 2021 | $0.4M | $0.6M | $1.7M |
| 2020 | $0.2M | $0.3M | $1.8M |
| 2019 | $0.2M | $0.3M | $-0.2M |
| 2018 | $1.7M | $0.4M | $2.1M |
| 2017 | $0.4M | $0.0M | $0.8M |
| 2016 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 71.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (11)
| Name | Role | Appointed |
|---|---|---|
| Damian Storey | Treasurer and Trustee | 2025-12-15 |
| Kimberley Gaudin | Trustee | 2025-08-20 |
| Neville Buckingham | Trustee | 2024-08-01 |
| Sheila Smith | Trustee | 2024-08-01 |
| Glenda Watson | Trustee | 2024-08-01 |
| Connie Crosbie | Vice Chair and Trustee | 2016-07-01 |
| Bruce Lamb | Trustee | 2014-11-21 |
| Thomas Buckingham | Chair | 2010-08-02 |
| Paul Duffy | Trustee | 2009-07-31 |
| Milton Smith | Trustee | 2005-06-27 |
| Greta Buckingham | Trustee | 2003-10-07 |
Former Officers (18)
- Damien Storey — Trustee (departed 2025-08-20)
- Glebda Watson — Trustee (departed 2024-08-01)
- Gay Lamb — Trustee (departed 2025-08-19)
- Owen Thwaites — Trustee (departed 2024-10-01)
- Malcolm Dermody — Trustee (departed 2024-06-01)
- Pamela Yorke — Treasurer (departed 2025-08-20)
- Dani Stratford — Officer (departed 2016-03-01)
- Liza Dermody — Trustee (departed 2013-07-01)
- Judy Leith — Trustee (departed 2017-04-01)
- Peter Crosbie — Trustee (departed 2019-10-31)
- Jim Burns — Trustee (departed 2016-03-01)
- Valerie Whyte — Trustee (departed 2009-07-28)
- Jacqueline Kruger — Trustee (departed 2011-04-05)
- Nigel Stirling — Trustee and Treasurer (departed 2017-06-21)
- Pamela Callahan — Trustee-and-Vice-Chairwoman (departed 2017-06-01)
- Brian Dermody — Trustee and Chairman (departed 2008-12-31)
- Nicholas Stratford — Trustee (departed 2008-12-31)
- Albert Poole — Trustee (departed 2010-08-02)
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South Catlins Charitable Trust
Financial data as at March 2025. Sourced from Charities Services register.
$124.5K
$121.1K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
To develop and promote the Catlins as a place to visit, live and work. To provide and facilitate the establishment of public utilities, equipment, local community facilities and services for the benefit of residents and visitors to the South Catlins. To provide opportunities for community education and training within the South Catlins, including environmental education. To encourage the establishment of enterprise and employment opportunities in the South Catlins. To promote the scenic, heritage, environmental and cultural features of the South Catlins. To foster the sustainable management of natural and physical resources of the South Catlins for the benefit of the local and wider community. To encourage community pride and community participation through by the establishment and operation of community events within the South Catlins. (see Trust Deed for further details)
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 147 peers · Community Development · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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FY2022Contact Details
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Sector & Activities
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: 2 October 2026.
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