Mountain View Village Trust — Registered Charity in Timaru

Mountain View Village Trust is a Trust charity, based in Timaru, Timaru. Annual revenue: $0.5M NZD. Financial data as at March 2026.

Mountain View Village Trust is part of the same organisation as Mountain View Village Properties Trust (CC29105). Each registration files its own accounts.

Mission: Mountain View Village Trust is the Land Owner & Developer of Mountain View Retirement Village. (More details in Accounts)

Registration Number
CC29085
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Location
Timaru, Timaru
Email
mark@hcpartners.co.nz
Data as at
March 2026

Beneficiaries: General public, Older people, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.6M NZD
Total Assets
$3.4M NZD
Net Assets
$-2.5M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.5M$0.6M$-2.5M
2025$0.4M$0.4M$-2.4M
2024$0.6M$0.3M$-2.0M
2023$0.2M$0.3M$-2.7M
2022$0.3M$0.3M$-2.6M
2021$0.3M$0.2M$-2.7M
2020$0.2M$0.2M$-2.8M
2019$0.3M$0.2M$-2.9M
2018$0.3M$0.2M$-3.0M
2017$0.3M$0.2M$-2.7M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Lester FrameTrustee2024-10-01
Rosemary ChambersTrustee2024-10-01
Caroline BreenTrustee2016-11-23
Julia TraylorTrustee2016-11-23
Graeme ThompsonTrustee2016-11-23
Desmond PriskTrustee2015-04-22
Helen CarterTrustee2014-11-19

Former Officers (10)

  • Eric Harrison — Trustee (departed 2025-02-28)
  • Alan Potter — Trustee (departed 2021-03-17)
  • Averil Demetriades — Trustee (departed 2014-08-22)
  • Dr David Ashley Wilson — Trustee (departed 2011-09-21)
  • Andrew Cleland — Trustee (departed 2016-12-14)
  • Norman Robertson — Trustee (departed 2011-06-22)
  • Garrick Dumble — Trustee (departed 2013-04-17)
  • John Johnston — Trustee (departed 2015-03-18)
  • Paul Dewsbery — Trustee (departed 2017-03-31)
  • John Stubbs — Trustee (departed 2009-04-23)

Similar Charities in Other

OtherTrust

Mountain View Village Trust

CC29085Timaru, TimaruRegistered 30 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating2d ago

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

NR
Not rated — Structural balance-sheet — standard template does not apply

This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.

How ratings work →

Reasons to look carefully (1)

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 register
    No chair or presiding role is recorded in the register for this board of 7. 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.

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.

Revenue

$470.8K

Expenses

$563.4K

Assets

$3.4M

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

About

Mission

Mountain View Village Trust is the Land Owner & Developer of Mountain View Retirement Village. (More details in Accounts)

Who We Serve

Beneficiaries
General publicOlder peopleVoluntary bodies other than charities

Key Statistics

Annual Revenue
$470.8K
Total Expenses
$563.4K
Net Assets
$-2.5M

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
25.9mo
Could operate 25.9 months with zero revenue
Over-capitalized
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

49
Score /100
Concentrated
HHI: 5,125
Other57.9%
Investment Income42.1%

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

Peer Comparison

Ranked against 118 peers · Other · $100K – $1M

Rating Score
0
#49/119
Revenue
$471K
#39/119
Reserve Months
0.0
#1/119
Surplus
$-93K
#110/119
Staff Cost %
2%
#119/119

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: 20 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 5 | Governance: 55 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Timaru, Timaru

Registration

Registration NumberCC29085
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Oct 1985
Registered office
39 George Street, Timaru

Sector & Activities

Primary Sector
Other
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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.