The Jim and Bill Beatty Trust is a Trust charity in the Education sector, based in Balclutha, Balclutha. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The Settlor has recognised a need for people in NZ and in particular the young people within the historical boundaries of Balclutha Borough & Clutha County, to be offered sporting and cultural opportunities that help to educate and improve the welfare of the community as a whole. The Settlor also recognises a need for people to be actively encouraged to participate in such activities and provided with appropriate facilities to do so.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $1.2M |
| 2024 | $0.3M | $0.0M | $1.1M |
| 2023 | $0.1M | $0.2M | $0.9M |
| 2022 | $0.1M | $0.0M | $0.9M |
| 2021 | $0.3M | $0.0M | $0.9M |
| 2020 | $0.1M | $0.0M | $0.6M |
| 2019 | $0.2M | $0.0M | $0.6M |
| 2018 | $0.1M | $0.0M | $0.4M |
| 2017 | $0.1M | $0.0M | $0.3M |
| 2016 | $0.2M | - | $0.2M |
Financial data as at March 2025. Sourced from Charities Services register.
$199.5K
$57.0K
$1.7M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
This organisation makes grants or donations to other charities and organisations.
The Settlor has recognised a need for people in NZ and in particular the young people within the historical boundaries of Balclutha Borough & Clutha County, to be offered sporting and cultural opportunities that help to educate and improve the welfare of the community as a whole. The Settlor also recognises a need for people to be actively encouraged to participate in such activities and provided with appropriate facilities to do so.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 119 peers · Education · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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.
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