The Balfour Jubilee Scholarship Fund — Education Charity in Auckland
The Balfour Jubilee Scholarship Fund is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: This Trust was established by deed on 12th October 1988 by the Balfour & Consolidated Schools Jubilee Committee with surplus funds from the jubilee celebrations. It is to be held in perpetuity to pay the net annual income in any year or years to provide scholarships for high school students in the Balfour area who merit assistance to progress to further study at University, a Technical Institute, Community College or other place of higher education.
- Registration Number
- CC10332
- Charity Type
- Charitable Trust
- Registration Date
- 2007-05-23
- Status
- Active
- CharityData Rating
- C+ (67.9/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Data as at
- March 2026
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 1.8 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | $0.0M |
| 2025 | $0.0M | $0.0M | $0.0M |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | $0.0M | $0.0M | $0.0M |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.0M |
| 2017 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 67.9/100
- Financial Score
- 73.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Trustees Executors Ltd | Trustee | 2007-03-30 |
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The Balfour Jubilee Scholarship Fund
Financial data as at March 2026. Sourced from Charities Services register.
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.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
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.
$581
$2.9K
$28.5K
Financial data from Charities Services annual return (FY2026). 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
This Trust was established by deed on 12th October 1988 by the Balfour & Consolidated Schools Jubilee Committee with surplus funds from the jubilee celebrations. It is to be held in perpetuity to pay the net annual income in any year or years to provide scholarships for high school students in the Balfour area who merit assistance to progress to further study at University, a Technical Institute, Community College or other place of higher education.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (19 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 289 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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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: 1 October 2026.
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