{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Te Kauwhata Retirement Trust Board","slug":"te-kauwhata-retirement-trust-board","charities_register_number":"CC11224","nzbn":"9429042862390","status":"registered","registration_date":"2007-09-26","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Arts & Culture","icnpo_group":"Culture and Recreation","region":"Te Kauwhata","city":"Te Kauwhata","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community","mission":"aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community"},"rating":{"rated":true,"grade":"B-","score":73.8,"score_scale":"0-100","financial_score":77.5,"governance_score":65,"transparency_score":65,"computed_date":"2026-09-12","methodology_version":"3.8","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-09-30","total_revenue_nzd":8286382,"total_expenses_nzd":7130723,"surplus_deficit_nzd":1155659,"total_assets_nzd":85605759,"total_liabilities_nzd":59306316,"net_assets_nzd":26299443,"cash_reserves_nzd":1092902,"government_grants_nzd":0,"donations_nzd":null,"staff_costs_nzd":3799594,"paid_staff":65,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d6db80f7-8b9e-f011-bb48-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-09-30","total_revenue_nzd":8286382,"total_expenses_nzd":7130723,"surplus_deficit_nzd":1155659,"net_assets_nzd":26299443,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d6db80f7-8b9e-f011-bb48-000d3acc4199&isPublic=true"},{"year_ended":"2024-09-30","total_revenue_nzd":7456603,"total_expenses_nzd":6810394,"surplus_deficit_nzd":646209,"net_assets_nzd":23552585,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8fdfd9c4-ba7f-ef11-bb39-000d3acc4199&isPublic=true"},{"year_ended":"2023-09-30","total_revenue_nzd":6031792,"total_expenses_nzd":6020818,"surplus_deficit_nzd":10974,"net_assets_nzd":19226955,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ac65f9da-1f60-ee11-bb25-0022480ffcd1&isPublic=true"},{"year_ended":"2022-09-30","total_revenue_nzd":6490895,"total_expenses_nzd":5549627,"surplus_deficit_nzd":null,"net_assets_nzd":19142429,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=578dd3ca-4e41-ed11-bb18-000d3acc4199&isPublic=true"},{"year_ended":"2021-09-30","total_revenue_nzd":8411291,"total_expenses_nzd":5076021,"surplus_deficit_nzd":null,"net_assets_nzd":20045746,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=70759e5d-7d22-ec11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-09-30","total_revenue_nzd":5208353,"total_expenses_nzd":4682971,"surplus_deficit_nzd":null,"net_assets_nzd":16737012,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9870c88b-ab03-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-09-30","total_revenue_nzd":4680655,"total_expenses_nzd":4234412,"surplus_deficit_nzd":null,"net_assets_nzd":19582046,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=814a3fd8-10e4-e911-ba85-00155d6b7730&isPublic=true"},{"year_ended":"2018-09-30","total_revenue_nzd":4564386,"total_expenses_nzd":3579338,"surplus_deficit_nzd":null,"net_assets_nzd":18287811,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dde0b461-3fc5-e811-ab4a-00155d6b7730&isPublic=true"},{"year_ended":"2017-09-30","total_revenue_nzd":4165046,"total_expenses_nzd":3188148,"surplus_deficit_nzd":null,"net_assets_nzd":16676374,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e4129df3-d4f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-09-30","total_revenue_nzd":3789563,"total_expenses_nzd":3042037,"surplus_deficit_nzd":null,"net_assets_nzd":7599202,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=957f8a80-7a03-e711-89a3-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":5,"total_officers_recorded":23,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"PKF Hamilton Audit Ltd","latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/te-kauwhata-retirement-trust-board","markdown":"https://charitydata.co.nz/api/v1/charities/te-kauwhata-retirement-trust-board/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/te-kauwhata-retirement-trust-board/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC11224","website":null},"freshness":{"register_as_of":"2026-09-12","financials_updated":"2026-05-29","rating_computed":"2026-09-12","generated_at":"2026-09-12T16:31:25.564Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}