Marlborough Sustainable Housing Trust — Health Charity in Blenheim
Marlborough Sustainable Housing Trust is a Trust charity in the Health sector, based in Blenheim, Blenheim. CharityData rates this charity F (34.5/100). Annual revenue: $2.5M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: 4.1 The purpose of the Trust is as follows: To undertake actions, initiatives and programmes to promote and provide affordable housing to benefit people in charitable need with significant housing needs in Marlborough, particularly those in housing need associated with age, health problems or disability. 4.2 The purpose referred to in 4.1 is supported by and may include without limitation: (a) To carry out land development and/or residential building in Marlborough. (b) To work with organisations and parties interested in the development of affordable, accessible housing. (c) To assist those referred to in 4.1 through education and advisory services to access appropriate, adequate and affordable housing. (d) To acquire assets as are necessary to achieve the charitable purposes of the Trust. (e) To generally do or perform all such acts, matters or things as may be incidental or conducive to the attainment of any of the foregoing purposes.
- Registration Number
- CC20968
- Charity Type
- Trust
- Registration Date
- 2008-02-06
- Status
- Active
- CharityData Rating
- F (34.5/100)
- Sector
- Health
- Location
- Blenheim, Blenheim
- Website
- https://www.housingtrust.org.nz
- anne.p@xtra.co.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $2.5M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $9.1M NZD
- Net Assets
- $5.3M NZD
- Reserve Months
- 253.5 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.5M | $0.3M | $5.3M |
| 2024 | $0.5M | $0.5M | $3.1M |
| 2023 | $0.0M | $0.0M | $1.9M |
| 2022 | $0.0M | $0.0M | $1.9M |
| 2021 | $0.0M | $0.0M | $1.4M |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.1M | $0.0M | $1.4M |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 34.5/100
- Financial Score
- 50
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- Holding 253.5 months of expenses in reserves ($5.3M) — above the 18-month threshold
Similar Charities in Health
HealthTrust
Marlborough Sustainable Housing Trust
CC20968Blenheim, BlenheimRegistered 6 Feb 2008
Data updated: Today
Financials31 Mar 2025Rating8h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
35/100
Reduced by penalties
Financial
50
Governance
65
Transparency
65
Revenue
$2.5M
Expenses
$251.6K
Assets
$9.1M
Staff
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
Mission
4.1 The purpose of the Trust is as follows: To undertake actions, initiatives and programmes to promote and provide affordable housing to benefit people in charitable need with significant housing needs in Marlborough, particularly those in housing need associated with age, health problems or disability. 4.2 The purpose referred to in 4.1 is supported by and may include without limitation: (a) To carry out land development and/or residential building in Marlborough. (b) To work with organisations and parties interested in the development of affordable, accessible housing. (c) To assist those referred to in 4.1 through education and advisory services to access appropriate, adequate and affordable housing. (d) To acquire assets as are necessary to achieve the charitable purposes of the Trust. (e) To generally do or perform all such acts, matters or things as may be incidental or conducive to the attainment of any of the foregoing purposes.
Key Statistics
Annual Revenue
$2.5M
Total Expenses
$251.6K
Net Assets
$5.3M
Staff
1
employees
Volunteers
0
Financial Trends
Financial Trends (18 Years)
Expense Breakdown
API DataBased 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
0mo
Could operate 0 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
0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 59 peers · Health · $1M – $10M
Rating Score
35
Revenue
$2.5M
Reserve Months
253.5
Surplus
$2.2M
Staff Cost %
0%
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
F
2025
Score: 34.5
Financial: 50 | Governance: 65 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC20968
Entity TypeTrust
Registered6 Feb 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 23 April 2026.
Similar Charities in Health
Other Health charities ranked by overall score