Friends of Bullock Creek Trust — Education Charity in Wanaka

Friends of Bullock Creek Trust is a Trust charity in the Education sector, based in Wanaka, Wanaka. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: The Trust’s charitable purposes: a. To protect, restore, improve and enhance the public amenity and the environment of Bullock Creek from its head waters to its entry into Lake Wanaka. b. To raise and manage funds to support this purpose. c. To engage, inform and educate members of the public and residents of Wanaka as to the significance of Bullock Creek as a spring fed waterway, and how to manage and protect it. d. All things incidental to the charitable purposes.

Registration Number
CC61856
Charity Type
Trust
Registration Date
2023-12-05
Status
Active
Sector
Education
Location
Wanaka, Wanaka
Email
info@fobc.kiwi
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$0.0M
2025$0.1M$0.1M$0.0M
2024---

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Susie MeyerTrustee2025-07-31
John StentTrustee2025-07-31
Barry MitchellTrustee2024-05-01
Andy OxleyTrustee2024-04-01
Charlotte GardinerTrustee2023-12-05
Roger GardinerTrustee2023-08-21

Former Officers (1)

  • Benjamin Irving — Trustee (departed 2025-07-31)

Funding Sources

  • Lion Foundation — $23,000

Similar Charities in Education

EducationTrust

Friends of Bullock Creek Trust

CC61856Wanaka, WanakaRegistered 5 Dec 2023
Data updated: 3 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$70.5K

Expenses

$69.2K

Assets

$110.0K

Staff

3

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

The Trust’s charitable purposes: a. To protect, restore, improve and enhance the public amenity and the environment of Bullock Creek from its head waters to its entry into Lake Wanaka. b. To raise and manage funds to support this purpose. c. To engage, inform and educate members of the public and residents of Wanaka as to the significance of Bullock Creek as a spring fed waterway, and how to manage and protect it. d. All things incidental to the charitable purposes.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$70.5K
Total Expenses
$69.2K
Net Assets
$40.4K
Staff
3
employees

Financial Trends

Financial Trends (3 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
18mo
Could operate 18 months with zero revenue
Healthy
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

20
Score /100
Highly Concentrated
HHI: 7,985
High Concentration: 89% of revenue from Other
Other88.8%
Donations9.9%
Investment Income1.3%

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
0
#60/330
Revenue
$71K
#34/330
Reserve Months
0.0
#1/330
Surplus
$1K
#139/330
Staff Cost %
86%
#330/330

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2025
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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Contact Details

Address
Wanaka, Wanaka

Registration

Registration NumberCC61856
Entity TypeTrust
Registered5 Dec 2023
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 Aug 2023
Registered office
149 Stone Street, Wanaka

Sector & Activities

Primary Sector
Education
Activities
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: 29 September 2026.