# Avonlea Charitable Trust

**Charities Register number:** CC24480
**Status:** Registered
**Registered since:** 2008-05-18
**Sector:** Health
**ICNPO group:** Health
**Region:** Taumarunui
**NZBN:** 9429042591535
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Charitable Trust for Resthome (level 4) and Hospital (level 5) residents

## CharityData rating

- **Grade:** B- (70.1 / 100)
- **Financial health:** 68/100
- **Governance:** 75/100
- **Transparency:** 85/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2024-06-30)

- **Total revenue:** NZ$3.81M
- **Total expenses:** NZ$3.43M
- **Surplus / deficit:** NZ$386k
- **Total assets:** NZ$5.71M
- **Total liabilities:** NZ$2.34M
- **Net assets:** NZ$3.38M
- **Cash reserves:** NZ$618k
- **Donations:** NZ$12k
- **Paid staff:** 43
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d50d7793-7a37-ef11-bb33-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2024-06-30 | NZ$3.81M | NZ$3.43M | NZ$386k | NZ$3.38M |
| 2023-06-30 | NZ$3.22M | NZ$3.11M | not disclosed | NZ$2.99M |
| 2022-06-30 | NZ$3.30M | NZ$3.08M | not disclosed | NZ$2.88M |
| 2021-06-30 | NZ$3.10M | NZ$2.88M | not disclosed | NZ$2.66M |
| 2020-06-30 | NZ$2.78M | NZ$2.69M | not disclosed | NZ$2.44M |
| 2019-06-30 | NZ$2.50M | NZ$2.42M | not disclosed | NZ$2.35M |
| 2018-06-30 | NZ$2.65M | NZ$2.51M | not disclosed | NZ$2.27M |
| 2017-06-30 | NZ$2.48M | NZ$2.27M | not disclosed | NZ$2.14M |
| 2016-06-30 | NZ$2.65M | NZ$2.28M | not disclosed | NZ$1.92M |
| 2015-06-30 | NZ$2.44M | NZ$2.21M | NZ$231k | NZ$1.55M |

## Governance

- **Officers on the register:** 9 current (24 including former)
- **Chair recorded:** yes
- **Paid executives disclosed:** 2
- **Executive remuneration bands:** NZ$100k–150k
- **Most recent audit opinion:** unqualified
- **Going concern:** the most recent audit report includes a going-concern reference

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24480) and on the charity's profile page.

## Service providers

- Silks Audit — auditor

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/avonlea-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/avonlea-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/avonlea-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24480

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/avonlea-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T22:07:05.013Z.