# Kapiti Retirement Trust

**Charities Register number:** CC21225
**Status:** Registered
**Registered since:** 2008-02-17
**Sector:** Health
**ICNPO group:** Health
**Region:** Paraparaumu
**NZBN:** 9429042651086
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Provision of care and accommodation to the elderly on the Kapiti Coast

## CharityData rating

- **Grade:** A- (86.0 / 100)
- **Financial health:** 95/100
- **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 2025-12-31)

- **Total revenue:** NZ$16.51M
- **Total expenses:** NZ$14.16M
- **Surplus / deficit:** NZ$2.35M
- **Total assets:** NZ$153.39M
- **Total liabilities:** NZ$117.52M
- **Net assets:** NZ$35.87M
- **Cash reserves:** NZ$538k
- **Government grants:** NZ$4.58M (27.7% of revenue)
- **Donations:** NZ$24k
- **Staff costs:** NZ$8.07M
- **Paid staff:** 135
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=53073636-d8e6-f011-bb4e-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 |
|---|---|---|---|---|
| 2025-12-31 | NZ$16.51M | NZ$14.16M | NZ$2.35M | NZ$35.87M |
| 2024-12-31 | NZ$13.65M | NZ$13.00M | NZ$646k | NZ$32.53M |
| 2023-12-31 | NZ$11.19M | NZ$256k | not disclosed | NZ$-89.87M |
| 2022-12-31 | NZ$11.28M | NZ$1.77M | not disclosed | NZ$-87.28M |
| 2021-12-31 | NZ$11.69M | NZ$1.67M | not disclosed | NZ$-85.41M |
| 2020-12-31 | NZ$11.57M | NZ$1.63M | not disclosed | NZ$-78.54M |
| 2019-12-31 | NZ$11.13M | NZ$1.56M | not disclosed | NZ$-72.44M |
| 2018-12-31 | NZ$9.95M | NZ$1.64M | not disclosed | NZ$-65.93M |
| 2017-12-31 | NZ$9.07M | NZ$1.80M | not disclosed | NZ$-59.55M |
| 2016-12-31 | NZ$8.38M | NZ$1.55M | not disclosed | NZ$-56.34M |

## Governance

- **Officers on the register:** 6 current (19 including former)
- **Chair recorded:** no
- **Auditor:** Crowe Wellington
- **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=CC21225) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- Rating: computed 2026-10-01
- This document generated: 2026-10-03

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/kapiti-retirement-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/kapiti-retirement-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/kapiti-retirement-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21225
- Charity website: http://retirekapiti.co.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/kapiti-retirement-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 2026-10-03T22:56:18.880Z.