Jolendale Park Charitable Trust — Environment Charity in Alexandra

Jolendale Park Charitable Trust is a Charitable Trust charity in the Environment sector, based in Alexandra, Alexandra. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To preserve, conserve, protect and manage the wildlife, birdlife, vegetation, flora and fauna of the park called Jolendale Park in Alexandra. To Make Jolendale Park accessible to the public and encourage sustainable education and recreational use of Jolendale Park. To promote education about planting and preservation of tree; and to encourage the planting of Trees and preservation of trees in New Zealand and, in particular Alexandra

Registration Number
CC46904
Charity Type
Charitable Trust
Registration Date
2011-08-31
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Environment
Location
Alexandra, Alexandra
Email
bjwills2@slingshot.co.nz
Data as at
March 2026

Beneficiaries: Children / young people, General public, Older people, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
191.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.3M
2021$0.0M$0.0M$0.3M
2020$0.0M$0.0M$0.3M
2019$0.0M$0.0M$0.1M
2018-$0.0M$0.2M
2017$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Roger Browne — Secretary
  • Patrick Ford — Board Member/trustee
  • Susan Mort — Trustee
  • Ian Mann — Trustee (departed 2021-11-13)
  • Barrie Wills — Trustee (departed 2026-05-02)
  • Rebecca Johnston — Trustee (departed 2013-12-01)
  • Jolyon Manning — Trustee (departed 2017-07-29)
  • Peter Ashworth — Trustee
  • Hendrika Waal-Manning — Trustee (departed 2022-06-29)
  • Peter Waymouth — Trustee (departed 2025-03-31)
  • James Macpherson — Trustee (departed 2023-08-24)
  • Jeffrey Sawers — Trustee (departed 2013-12-01)

Similar Charities in Environment

EnvironmentCharitable Trust

Jolendale Park Charitable Trust

CC46904Alexandra, AlexandraRegistered 31 Aug 2011
Data updated: 3 days ago
Financials6mo agoRating3d ago

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

C+
66/100
Balance sheet from 2024 used (not reported this year)
Financial
70
Governance
55
Transparency
65

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 4. 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

$1.8K

Expenses

$2.6K

Financial data from Charities Services annual return (FY2026). 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.

About

Mission

To preserve, conserve, protect and manage the wildlife, birdlife, vegetation, flora and fauna of the park called Jolendale Park in Alexandra. To Make Jolendale Park accessible to the public and encourage sustainable education and recreational use of Jolendale Park. To promote education about planting and preservation of tree; and to encourage the planting of Trees and preservation of trees in New Zealand and, in particular Alexandra

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$1.8K
Total Expenses
$2.6K
Net Assets
-

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
173.7mo
Could operate 173.7 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

24
Score /100
Highly Concentrated
HHI: 7,650
High Concentration: 86% of revenue from Investment Income
Investment Income86.4%
Donations13.6%

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

Peer Comparison

Ranked against 296 peers · Environment · Under $100K

Rating Score
66
#38/297
Revenue
$2K
#240/297
Reserve Months
191.3
#1/297
Surplus
$-726
#195/297
Staff Cost %
0%
#1/297

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

Rating History

C+
2026
Score: 65.5
Financial: 70 | Governance: 55 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Alexandra, Alexandra

Registration

Registration NumberCC46904
Entity TypeCharitable Trust
Registered31 Aug 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Mar 2011
Registered office
Level 2, Bracken Court, 480 Moray Place, Dunedin Central, Dunedin
Differs from Charities Register address (42 Ventry Street, Alexandra, 9320, Alexandra, Alexandra). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Environment
Activities
Other - Acts an Umbrella body

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: 4 October 2026.