# Carter Society Incorporated

**Charities Register number:** CC34802
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Carterton
**NZBN:** 9429042606161
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1. Provide high quality, homely rest home accommodation for older persons who are in need of additional support, care and attention 2. To maintain and grow a strong sense of community and belonging, through offering a range of activities and supports that assist in the development and maintenance of strong social networks, links with families and communities 3. To be an advocate for and to promote the wellbeing of older persons, through working collaboratively with other key agencies and services in Carterton, Wairarapa and Aotearoa/ New Zealand

## CharityData rating

- **Grade:** A- (89.5 / 100)
- **Financial health:** 100/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **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 2026-03-31)

- **Total revenue:** NZ$4.31M
- **Total expenses:** NZ$4.15M
- **Surplus / deficit:** NZ$164k
- **Total assets:** NZ$15.12M
- **Total liabilities:** NZ$5.57M
- **Net assets:** NZ$9.55M
- **Cash reserves:** NZ$426k
- **Government grants:** NZ$3.53M (81.9% of revenue)
- **Donations:** NZ$75k
- **Staff costs:** NZ$2.95M
- **Paid staff:** 70
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b92aece5-912d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$4.31M | NZ$4.15M | NZ$164k | NZ$9.55M |
| 2025-03-31 | NZ$3.91M | NZ$3.95M | NZ$-36k | NZ$6.34M |
| 2024-03-31 | NZ$4.12M | NZ$3.64M | NZ$482k | NZ$9.92M |
| 2023-03-31 | NZ$3.60M | NZ$3.59M | not disclosed | NZ$9.39M |
| 2022-03-31 | NZ$3.39M | NZ$3.05M | not disclosed | NZ$9.36M |
| 2021-03-31 | NZ$3.11M | NZ$2.79M | not disclosed | NZ$6.13M |
| 2020-03-31 | NZ$2.68M | NZ$2.52M | not disclosed | NZ$6.25M |
| 2019-03-31 | NZ$2.60M | NZ$2.46M | not disclosed | NZ$6.08M |
| 2018-03-31 | NZ$2.58M | NZ$2.23M | not disclosed | NZ$4.45M |
| 2017-03-31 | NZ$1.91M | NZ$1.93M | not disclosed | NZ$4.20M |

## Governance

- **Officers on the register:** 9 current (28 including former)
- **Chair recorded:** no
- **Auditor:** BDO Manawatu Audit Limited
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC34802) and on the charity's profile page.

## Disclosed funders

- **Trust House Foundation** (foundation) — NZ$10k, year ended 2024-12-31

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- 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/carter-society-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/carter-society-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/carter-society-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC34802

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/carter-society-incorporated. 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 2026-10-01T18:16:36.785Z.