# Observatory Village Charitable Trust

**Charities Register number:** CC52551
**Status:** Registered
**Registered since:** 2015-10-29
**Sector:** Health
**ICNPO group:** Health
**Region:** Oamaru
**NZBN:** 9429043315192
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Establish Retirement Village in Oamaru

## CharityData rating

- **Grade:** B+ (82.5 / 100)
- **Financial health:** 90/100
- **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 2025-06-30)

- **Total revenue:** NZ$64k
- **Total expenses:** NZ$64k
- **Surplus / deficit:** NZ$-189
- **Total assets:** NZ$26k
- **Total liabilities:** NZ$23k
- **Net assets:** NZ$3k
- **Cash reserves:** NZ$21k
- **Government grants:** NZ$0 (0.0% of revenue)
- **Staff costs:** NZ$35k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=de47b65d-4956-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$64k | NZ$64k | NZ$-189 | NZ$3k |
| 2024-06-30 | NZ$64k | NZ$64k | NZ$550 | NZ$3k |
| 2023-06-30 | NZ$50k | NZ$55k | not disclosed | NZ$2k |
| 2022-06-30 | NZ$260k | NZ$24k | not disclosed | NZ$8k |
| 2021-06-30 | NZ$14 | NZ$18k | not disclosed | NZ$-228k |
| 2020-06-30 | not disclosed | NZ$18k | not disclosed | NZ$-211k |
| 2019-06-30 | not disclosed | NZ$15k | not disclosed | NZ$-193k |
| 2018-06-30 | NZ$1 | NZ$13k | not disclosed | NZ$-177k |
| 2017-06-30 | NZ$25 | NZ$14k | not disclosed | NZ$-29k |
| 2016-06-30 | NZ$128 | NZ$15k | not disclosed | NZ$-4.14M |

## Governance

- **Officers on the register:** 5 current (8 including former)
- **Chair recorded:** no
- **Auditor:** Grant Thornton
- **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=CC52551) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

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/observatory-village-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/observatory-village-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/observatory-village-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52551
- Charity website: https://www.observatoryvillage.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/observatory-village-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 2026-10-04T16:40:37.816Z.