The Southburn Community Trust — Education Charity in Timaru

The Southburn Community Trust is a Trust charity in the Education sector, based in Timaru, Timaru. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The purpose of the Southburn Community Trust is to promote and advance education within the former Southburn School Bus Committee Catchment area, with priority where appropriate for the transport needs of the residensts of the area for educational purposes

Registration Number
CC26476
Charity Type
Trust
Registration Date
2008-06-23
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Timaru, Timaru
Email
southburncommunitytrust@gmail.com
Funder Status
Grant-making charity (community_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Older people, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
2836.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.2M
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.2M
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$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Kim AndersonTrustee2024-12-03
Hamish CottleTrustee2020-11-24
Duncan ScottChair2015-11-17
Helen WilliamsonTrustee2007-11-06
Debbie - Marie WaldronSecretary/treasurer2006-11-22

Former Officers (5)

  • Mark Parry — Trustee (departed 2015-11-17)
  • Sandy McAlwee — Trustee (departed 2024-12-03)
  • John Scott — Chair (departed 2020-11-24)
  • Owen Scott — Chair (departed 2012-11-20)
  • David Henshaw — Trustee (departed 2012-11-20)

Similar Charities in Education

FunderEducationTrustCommunity Trust

The Southburn Community Trust

CC26476Timaru, TimaruRegistered 23 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$7.8K

Expenses

$443

Assets

$191.2K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSports & RecreationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The purpose of the Southburn Community Trust is to promote and advance education within the former Southburn School Bus Committee Catchment area, with priority where appropriate for the transport needs of the residensts of the area for educational purposes

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther - All

Key Statistics

Annual Revenue
$7.8K
Total Expenses
$443
Net Assets
$191.2K
Volunteers
0

Financial Trends

Financial Trends (17 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
2836.6mo
Could operate 2836.6 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
77
#12/330
Revenue
$8K
#222/330
Reserve Months
2836.6
#1/330
Surplus
$7K
#67/330
Staff Cost %
0%
#1/330

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC26476
Entity TypeTrust
Registered23 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 29 September 2026.