Jubilee Christian Charitable Trust — Social Services Charity in Invercargill
Jubilee Christian Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Invercargill, Invercargill. CharityData rates this charity A- (87.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: To continue to assist and enable the Jubilee Budget Service to build financial capability in the Southland community. The provision is there to use the Trust Accounts to manage clients day to day accounts, making payments on the clients behalf. In special circumstances, the budget advisers can apply for an interest free loan for their clients situation or to consolidate debts, in which they would repay the Trust at a negotiated amount.
- Registration Number
- CC24128
- Charity Type
- Charitable Trust
- Registration Date
- 2008-05-08
- Status
- Active
- CharityData Rating
- A- (87.8/100)
- Sector
- Social Services
- Location
- Invercargill, Invercargill
- Website
- https://www.jubileebudget.co.nz
- jubilee@jubileebudget.co.nz
- Data as at
- March 2026
Beneficiaries: Family / whanau, Religious groups
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 304.5 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | $0.0M | $0.0M | $0.1M |
| 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 | $0.1M |
| 2018 | $0.0M | $0.0M | $0.2M |
| 2017 | $0.0M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 87.8/100
- Financial Score
- 97.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (8)
- Greg Masters — Trustee
- Stephen Falconer — Trustee / Treasurer
- Susan Marshall — Treasurer / Trustee (departed 2018-09-25)
- Simon Tierney — Trustee (departed 2018-04-10)
- George McEwan — Trustee (departed 2025-09-16)
- David Dumbleton — Trustee (departed 2025-09-16)
- Peter Laurie — Trustee (departed 2025-09-16)
- Bevan Simpson — Trustee
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Jubilee Christian Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
$5.8K
$20.1K
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
To continue to assist and enable the Jubilee Budget Service to build financial capability in the Southland community. The provision is there to use the Trust Accounts to manage clients day to day accounts, making payments on the clients behalf. In special circumstances, the budget advisers can apply for an interest free loan for their clients situation or to consolidate debts, in which they would repay the Trust at a negotiated amount.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 276 peers · Social Services · 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
A-Is this your charity?
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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: 4 October 2026.
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