# Windsor House Cottage Trust

**Charities Register number:** CC10097
**Status:** Registered
**Registered since:** 2007-03-21
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Christchurch
**NZBN:** 9429042919285
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide aged care services to the Shirley community

## CharityData rating

- **Grade:** C+ (65.5 / 100)
- **Financial health:** 80/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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$2.10M
- **Total expenses:** NZ$1.32M
- **Surplus / deficit:** NZ$780k
- **Total assets:** NZ$52.58M
- **Total liabilities:** NZ$28.52M
- **Net assets:** NZ$24.06M
- **Cash reserves:** NZ$1.65M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$537
- **Staff costs:** NZ$412k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=672dfcf8-4b56-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$2.10M | NZ$1.32M | NZ$780k | NZ$24.06M |
| 2024-06-30 | NZ$1.93M | NZ$1.38M | NZ$547k | NZ$22.49M |
| 2023-06-30 | NZ$1.37M | NZ$1.02M | not disclosed | NZ$20.54M |
| 2022-06-30 | NZ$1.09M | NZ$904k | not disclosed | NZ$14.60M |
| 2021-06-30 | NZ$864k | NZ$1.06M | not disclosed | NZ$12.73M |
| 2020-06-30 | NZ$917k | NZ$631k | not disclosed | NZ$10.39M |
| 2019-06-30 | NZ$957k | NZ$628k | not disclosed | NZ$10.58M |
| 2018-06-30 | NZ$917k | NZ$629k | not disclosed | NZ$9.94M |
| 2017-06-30 | NZ$205k | NZ$576k | not disclosed | NZ$9.46M |
| 2016-06-30 | NZ$935k | NZ$837k | not disclosed | NZ$9.14M |

## Governance

- **Officers on the register:** 8 current (26 including former)
- **Chair recorded:** no
- **Auditor:** PKF Goldsmith Fox
- **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=CC10097) 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: 2026-10-02

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/windsor-house-cottage-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/windsor-house-cottage-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/windsor-house-cottage-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10097
- Charity website: www.windsorcare.co.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/windsor-house-cottage-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 2026-10-02T08:40:17.376Z.