# Stonehaven Village Trust

**Charities Register number:** CC29629
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Maungakaramea
**NZBN:** 9429042829331
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide a safe a friendly community where people can have peace of mind and be able to enjoy their retirement in a quiet rural area.

## CharityData rating

- **Grade:** C+ (68.5 / 100)
- **Financial health:** 70/100
- **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$604k
- **Total expenses:** NZ$478k
- **Surplus / deficit:** NZ$126k
- **Total assets:** NZ$15.74M
- **Total liabilities:** NZ$10.10M
- **Net assets:** NZ$5.64M
- **Cash reserves:** NZ$472k
- **Donations:** NZ$0
- **Staff costs:** NZ$69k
- **Paid staff:** 2
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d9484ac9-922d-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$604k | NZ$478k | NZ$126k | NZ$5.64M |
| 2025-03-31 | NZ$568k | NZ$716k | NZ$-148k | NZ$5.82M |
| 2024-03-31 | NZ$490k | NZ$704k | NZ$-215k | NZ$5.96M |
| 2023-03-31 | NZ$480k | NZ$612k | not disclosed | NZ$5.03M |
| 2022-03-31 | NZ$531k | NZ$557k | not disclosed | NZ$5.39M |
| 2021-03-31 | NZ$396k | NZ$486k | not disclosed | NZ$5.42M |
| 2020-03-31 | NZ$462k | NZ$448k | not disclosed | NZ$3.52M |
| 2019-03-31 | NZ$424k | NZ$390k | not disclosed | NZ$3.50M |
| 2018-03-31 | NZ$409k | NZ$274k | not disclosed | NZ$3.47M |
| 2017-03-31 | NZ$382k | NZ$291k | not disclosed | NZ$1.10M |

## Governance

- **Officers on the register:** 9 current (27 including former)
- **Chair recorded:** no
- **Auditor:** PKF
- **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=CC29629) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/stonehaven-village-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/stonehaven-village-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/stonehaven-village-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29629

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/stonehaven-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 2026-10-02T09:29:48.023Z.