# Shore Trust

**Charities Register number:** CC24413
**Status:** Registered
**Registered since:** 2008-05-14
**Sector:** Environment
**ICNPO group:** Environment
**Region:** Auckland
**NZBN:** 9429042887768
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Shore Trust provides a homely environment and quality of lifestyle with a focus on supporting pathways to community inclusion for people with an intellectual disability.

## 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:** 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$1.58M
- **Total expenses:** NZ$1.56M
- **Surplus / deficit:** NZ$20k
- **Total assets:** NZ$3.14M
- **Total liabilities:** NZ$998k
- **Net assets:** NZ$2.14M
- **Cash reserves:** NZ$276k
- **Government grants:** NZ$1.56M (98.5% of revenue)
- **Staff costs:** NZ$1.17M
- **Paid staff:** 18
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7d23fff0-4a56-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$1.58M | NZ$1.56M | NZ$20k | NZ$2.14M |
| 2024-06-30 | NZ$1.40M | NZ$1.31M | NZ$91k | NZ$1.46M |
| 2023-06-30 | NZ$1.25M | NZ$1.08M | not disclosed | NZ$2.38M |
| 2022-06-30 | NZ$1.08M | NZ$1.04M | not disclosed | NZ$2.21M |
| 2021-06-30 | NZ$978k | NZ$990k | not disclosed | NZ$1.66M |
| 2020-06-30 | NZ$1.07M | NZ$851k | not disclosed | NZ$1.68M |
| 2019-06-30 | NZ$787k | NZ$828k | not disclosed | NZ$1.47M |
| 2018-06-30 | NZ$760k | NZ$708k | not disclosed | NZ$1.14M |
| 2017-06-30 | NZ$666k | NZ$610k | not disclosed | NZ$1.09M |
| 2016-06-30 | NZ$473k | NZ$469k | not disclosed | NZ$1.03M |

## Governance

- **Officers on the register:** 5 current (14 including former)
- **Chair recorded:** no
- **Auditor:** Lynch & Associates
- **Most recent audit opinion:** qualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24413) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

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/shore-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/shore-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/shore-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24413
- Charity website: https://www.shoretrust.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/shore-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 2026-09-30T23:25:28.465Z.