Abbeyfield Properties Limited — Health Charity in Nelson

Abbeyfield Properties Limited is a Trust charity in the Health sector, based in Nelson, Nelson. Annual revenue: $5.6M NZD. Financial data as at March 2026.

Mission: "To enhance the quality of life for older people". This broad based vision encourages us to look at how we can best provide a housing choice for older people that meets their independence and life style expectations and at the same time will ensure the sustainability, growth and development of Abbeyfield-style housing.

Registration Number
CC24864
Charity Type
Trust
Registration Date
2008-05-25
Status
Active
Sector
Health
Location
Nelson, Nelson
Email
office@abbeyfield.org.nz
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$5.6M NZD
Total Expenses
$3.6M NZD
Total Assets
$32.1M NZD
Net Assets
$26.5M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$5.6M$3.6M$26.5M
2025$5.7M$3.1M$25.4M
2024$2.9M$2.9M$22.9M
2023$2.8M$2.6M$22.8M
2022$2.6M$2.4M$19.0M
2021$3.9M$2.2M$14.1M
2020$2.6M$2.1M$12.4M
2019$4.0M$1.8M$11.9M
2018$3.0M$2.6M$9.7M
2017$5.1M$1.8M$9.3M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Carole ParkerDirector2026-08-25

Former Officers (15)

  • Stephen Gray — Director
  • Kevin Peterson — Director
  • Barry Davis — Director (departed 2018-05-25)
  • Graeme Roberts — Chair
  • David Burt — Director
  • Barry Mills — Director (departed 2023-11-28)
  • Tom Clisby — Director
  • Bruce Kaye — Director (departed 2013-07-06)
  • Stephen Cross — Director (departed 2014-06-28)
  • Beverley Jensen — Director (departed 2009-06-29)
  • John Baldwin Munro — Director (departed 2014-06-28)
  • Terrace Foster — Director
  • John Munro — Director (departed 2014-06-28)
  • Denise White — Director (departed 2009-06-29)
  • Michelle Burke — Director (departed 2011-07-30)

Reporting Group Members

Abbeyfield Properties Limited files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Health

HealthTrust

Abbeyfield Properties Limited

CC24864Nelson, NelsonRegistered 25 May 2008
Data updated: 4 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$5.6M

Expenses

$3.6M

Assets

$32.1M

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. Abbeyfield Properties Limited files its annual return under the consolidated return filed by Abbeyfield New Zealand Incorporated. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.Parent rating: B-.

About

Mission

"To enhance the quality of life for older people". This broad based vision encourages us to look at how we can best provide a housing choice for older people that meets their independence and life style expectations and at the same time will ensure the sustainability, growth and development of Abbeyfield-style housing.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$5.6M
Total Expenses
$3.6M
Net Assets
$26.5M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1.2mo
Could operate 1.2 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

54
Score /100
Concentrated
HHI: 4,647
Other60.4%
Government Grants30.3%
Donations9.0%
Investment Income0.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$5.6M
#9/68
Reserve Months
0.0
#1/68
Surplus
$2.0M
#9/68
Staff Cost %
34%
#68/68

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC24864
Entity TypeTrust
Registered25 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated21 Feb 2003
Company #1276808
Registered office
40 Halifax Street, Nelson, 7040

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)Other - Acts an Umbrella body

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 28 September 2026.