# Ngunguru Retirement Village Trust

**Charities Register number:** CC29450
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Whangarei
**NZBN:** 9429042694038
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Retirement Village in keeping with the charitable objects for which the Trust was established.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 1
  - reserves above the methodology threshold for its size and type

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 2025-06-30)

- **Total revenue:** NZ$569k
- **Total expenses:** NZ$288k
- **Surplus / deficit:** NZ$281k
- **Total assets:** NZ$17.76M
- **Total liabilities:** NZ$15.30M
- **Net assets:** NZ$2.46M
- **Cash reserves:** NZ$853k
- **Staff costs:** NZ$43k
- **Paid staff:** 1
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=110263a9-4d56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$569k | NZ$288k | NZ$281k | NZ$2.46M |
| 2024-06-30 | NZ$918k | NZ$852k | NZ$66k | NZ$2.15M |
| 2023-06-30 | NZ$171k | NZ$1.47M | not disclosed | NZ$1.96M |
| 2022-06-30 | NZ$318k | NZ$678k | not disclosed | NZ$2.56M |
| 2021-06-30 | NZ$374k | NZ$191k | not disclosed | NZ$2.42M |
| 2020-06-30 | NZ$171k | NZ$194k | not disclosed | NZ$2.32M |
| 2019-06-30 | NZ$244k | NZ$150k | not disclosed | NZ$2.34M |
| 2018-06-30 | NZ$250k | NZ$3.30M | not disclosed | NZ$1.68M |
| 2017-06-30 | NZ$176k | NZ$716k | not disclosed | NZ$485k |
| 2016-06-30 | NZ$227k | NZ$462k | not disclosed | NZ$1.02M |

## Governance

- **Officers on the register:** 9 current (48 including former)
- **Chair recorded:** yes
- **Auditor:** PKF Goldsmith Fox 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=CC29450) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

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/ngunguru-retirement-village-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/ngunguru-retirement-village-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/ngunguru-retirement-village-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29450

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/ngunguru-retirement-village-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 2026-10-04T18:00:42.825Z.