Barrett Homes Trust — Social Services Charity in New Plymouth
Barrett Homes Trust is a Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. Annual revenue: $0.2M NZD. Financial data as at March 2026.
Mission: To provide accommodation for persons with disabilities
- Registration Number
- CC33960
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- New Plymouth, New Plymouth
- Website
- https://www.barretthomestrust.co.nz
- Data as at
- March 2026
Beneficiaries: People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $4.8M NZD
- Net Assets
- $4.8M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.3M | $4.8M |
| 2025 | $0.2M | $0.2M | $0.9M |
| 2024 | $0.3M | $0.2M | $0.9M |
| 2023 | $0.2M | $0.2M | $0.8M |
| 2022 | $0.2M | $0.2M | $0.8M |
| 2021 | $0.2M | $0.1M | $0.8M |
| 2020 | $0.1M | $0.1M | $0.7M |
| 2019 | $0.1M | $0.2M | $2.1M |
| 2018 | $0.1M | $0.1M | $0.8M |
| 2017 | $0.1M | $0.1M | $0.7M |
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Marilyn Davies | Trustee/secretary | 2026-07-10 |
| Grant Dobson | Manager | 2026-05-01 |
Former Officers (19)
- Dianne Dobson — Treasurer/trustee
- Robert Street — Trustee
- Mark Hay — Secretary/manager (departed 2026-06-30)
- Malcolm White — Trustee (departed 2021-05-01)
- Michael Lay — Chair (departed 2026-06-30)
- Andrew Fraser — Trustee
- Yvonne Rowlands — Treasurer (departed 2025-08-31)
- Peter Barker — Chair (departed 2021-05-13)
- Gaylene Phillips — Trustee (departed 2018-08-13)
- Teresa Heyes — Secretary/manager (departed 2020-10-12)
- Shirley Marsh — Trustee (departed 2015-06-08)
- James Lind — Trustee (departed 2023-08-24)
- Nicola Kynaston — Trustee (departed 2011-06-13)
- Duncan Cruickshank — Trustee (departed 2015-06-08)
- Sharon Wray — Trustee (departed 2019-02-11)
- Brian Wray — Trustee (departed 2019-02-11)
- William Marsh — Secretary Manager (departed 2015-06-08)
- Rex Phillips — Trustee (departed 2011-06-13)
- Rashleigh Avery — Trustee (departed 2011-06-13)
Funding Sources
- New Zealand Community Trust — $17,339.59
Similar Charities in Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
- Sexual Abuse Support and Healing (SASH-Nelson) Incorporated — Social Services
- Moana House — Social Services
- Home in Place (New Zealand) Limited — Social Services
- Alzheimers New Zealand Incorporated — Social Services
Barrett Homes Trust
Financial data as at March 2026. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (2)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Reserves high for operating sizeReserves cover ~177 months of expenses on $202K revenue — very high for an operating charity this size
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$201.8K
$325.2K
$4.8M
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide accommodation for persons with disabilities
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 140 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 29 September 2026.
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