Te Kauwhata Retirement Trust BoardArts & Culture Charity in Te Kauwhata

Te Kauwhata Retirement Trust Board is a Trust charity in the Arts & Culture sector, based in Te Kauwhata, Te Kauwhata. CharityData rates this charity B- (73.8/100). Annual revenue: $8.3M NZD. Financial data as at September 2025.

Mission: aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community

Registration Number
CC11224
Charity Type
Trust
Registration Date
2007-09-26
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Arts & Culture
Location
Te Kauwhata, Te Kauwhata
Email
ceo.tkretire@aparangi.co.nz
Data as at
September 2025

Financial Summary

Total Revenue
$8.3M NZD
Total Expenses
$7.1M NZD
Total Assets
$85.6M NZD
Net Assets
$26.3M NZD
Reserve Months
1.8 months of operating expenses
Staff Count
65
Volunteers
0
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$8.3M$7.1M$26.3M
2024$7.5M$6.8M$23.6M
2023$6.0M$6.0M$19.2M
2022$6.5M$5.5M$19.1M
2021$8.4M$5.1M$20.0M
2020$5.2M$4.7M$16.7M
2019$4.7M$4.2M$19.6M
2018$4.6M$3.6M$18.3M
2017$4.2M$3.2M$16.7M
2016$3.8M$3.0M$7.6M

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Glen BealTrustee2019-10-01
Tim SearleTrustee2019-10-01
Debbie SimTrustee2019-10-01
John CunninghamTrustee2015-09-30
Brya CastlesTrustee2007-07-03

Former Officers (18)

  • Charles AndersonTrustee (departed 2026-01-13)
  • Alan CunninghamTrustee (departed 2015-09-30)
  • Jacob UrlwinTrustee (departed 2016-12-01)
  • Benjamin HitchcockTrustee (departed 2023-07-19)
  • Michelle WatersTrustee (departed 2022-01-25)
  • Ken KnarstonTrustee (departed 2015-12-09)
  • Craig PeriamTrustee (departed 2017-12-20)
  • Ian StoreyTrustee (departed 2015-02-18)
  • Jan DawsonTrustee (departed 2018-12-19)
  • Toni GraceTrustee (departed 2019-09-30)
  • Christine GoodinTrustee (departed 2010-12-15)
  • Noelene Mary RaosTrustee (departed 2011-12-14)
  • Brian Frederick DingleTrustee (departed 2022-01-19)
  • Richard Kent WrightTrustee (departed 2015-12-09)
  • Neil Frank BateupTrustee (departed 2024-02-28)
  • Robert William JefferisTrustee (departed 2017-03-15)
  • Calvin Richard SmithTrustee (departed 2009-09-05)
  • Margaret Leslie TrousdaleTrustee (departed 2011-12-14)

Similar Charities in Arts & Culture

Arts & CultureTrust

Te Kauwhata Retirement Trust Board

CC11224Te Kauwhata, Te KauwhataRegistered 26 Sept 2007
Data updated: Today
Financials11mo agoRating15h ago

Financial data as at September 2025. Sourced from Charities Services register.

B-
74/100
Financial
78
Governance
65
Transparency
65

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 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.

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

$8.3M

Expenses

$7.1M

Assets

$85.6M

Staff

65

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community

Key Statistics

Annual Revenue
$8.3M
Total Expenses
$7.1M
Net Assets
$26.3M
Staff
65
employees
Volunteers
0

Financial Trends

Financial Trends (18 Years)

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
1.8mo
Could operate 1.8 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 39 peers · Arts & Culture · $1M – $10M

Rating Score
74
#5/40
Revenue
$8.3M
#4/40
Reserve Months
1.8
#1/40
Surplus
$1.2M
#5/40
Staff Cost %
53%
#40/40

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

Rating History

B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
F
2024
Score: 20.5
Financial: 30 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Te Kauwhata, Te Kauwhata

Registration

Registration NumberCC11224
Entity TypeTrust
Registered26 Sept 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Jun 1973
Registered office
Waerenga Road Te Kauwhata, Te Kauwhata

Sector & Activities

Primary Sector
Arts & Culture

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: 12 September 2026.