Balfour Home and School — Education Charity in Balfour

Balfour Home and School is a Charitable Trust charity in the Education sector, based in Balfour, Balfour. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: To advance education by : Encouraging greater family involement at school : Providing a link between the young person, parents/caregivers and the school : Bringing parents/caregivers and teachers together in social or informative activities : Raising funds to provide improved facilities and opportunities for the members of the school community : Carrying out other activities consistent with the charitable objects of the organisation

Registration Number
CC38634
Charity Type
Charitable Trust
Registration Date
2009-03-19
Status
Active
Sector
Education
Location
Balfour, Balfour
Email
amlee.farming@gmail.com
Funder Status
Grant-making charity (other)
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.1M$0.1M-

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Morgan WilsonChair2025-05-22
Shantel PikeTreasurer2024-02-26
Katherine McCallumVice President2023-06-29

Former Officers (15)

  • David Bradley — President (departed 2023-06-29)
  • Janelle Healy — Secretary (departed 2025-05-22)
  • Nick Templer — President (departed 2022-05-18)
  • Ziggy Roy — Secretary (departed 2021-06-17)
  • John Van Vliet — President (departed 2020-06-29)
  • Jody Drysdale — President (departed 2018-07-03)
  • Brendon Stevens — Treasurer (departed 2024-02-26)
  • Andrea Bullied — Secretary (departed 2020-06-29)
  • Michelle Elder — President (departed 2016-05-31)
  • Damon Lowe — Treasurer (departed 2014-05-26)
  • Robina Wilson — Secretary (departed 2013-03-16)
  • Paul Bennett — President (departed 2012-05-01)
  • Helen Van Echtelt — Secretary (departed 2011-03-01)
  • John Butler — President (departed 2009-10-06)
  • Greg Beaton — Treasurer (departed 2011-03-01)

Similar Charities in Education

FunderEducationCharitable TrustOther

Balfour Home and School

CC38634Balfour, BalfourRegistered 19 Mar 2009
Data updated: Yesterday
Financials9mo agoRatingyesterday

Financial data as at December 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

$12.4K

Expenses

$27.2K

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

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To advance education by : Encouraging greater family involement at school : Providing a link between the young person, parents/caregivers and the school : Bringing parents/caregivers and teachers together in social or informative activities : Raising funds to provide improved facilities and opportunities for the members of the school community : Carrying out other activities consistent with the charitable objects of the organisation

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugees

Key Statistics

Annual Revenue
$12.4K
Total Expenses
$27.2K
Net Assets
-

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
93c
For every $1 spent, 93c reaches programs
Strong
Sustainability
15.6mo
Could operate 15.6 months with zero revenue
Healthy
Fundraising Cost
$0.16
Costs $0.16 to raise each $1 in donations
Moderate

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Donations
Donations99.0%
Investment Income1.0%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$12K
#165/290
Reserve Months
0.0
#1/290
Surplus
$-15K
#262/290
Staff Cost %
0%
#1/290

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: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Balfour, Balfour

Registration

Registration NumberCC38634
Entity TypeCharitable Trust
Registered19 Mar 2009
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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.