The Hawthorndale Care Village Charitable Trust — Environment Charity in Invercargill
The Hawthorndale Care Village Charitable Trust is a Trust charity in the Environment sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity C (60/100). Annual revenue: $3.1M NZD. Financial data as at June 2024.
The Hawthorndale Care Village Charitable Trust is part of the same organisation as Hawthorndale Care Village Limited (CC61948). Each registration files its own accounts.
Mission: To deliver positive, creative living for the elderly within a safe, secure, stimulating village environment.
- Registration Number
- CC57104
- Charity Type
- Trust
- Registration Date
- 2019-08-08
- Status
- Active
- CharityData Rating
- C (60/100)
- Sector
- Environment
- Location
- Invercargill, Invercargill
- helen@Thehawthorndale.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2024
Financial Summary
- Total Revenue
- $3.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $6.4M NZD
- Net Assets
- $4.7M NZD
- Reserve Months
- 42.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $3.1M | $0.2M | $4.7M |
| 2023 | $3.1M | $0.2M | $4.7M |
| 2022 | $1.2M | $0.0M | $1.8M |
| 2021 | $0.6M | $0.0M | $0.7M |
| 2020 | $0.1M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 60/100
- Financial Score
- 50
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Fergus More | Trustee | 2019-07-23 |
| Sarah Hannan | Trustee | 2019-07-23 |
| Patric O'Brien | Trustee | 2019-07-23 |
Former Officers (5)
- Thomas O'Boyle — Trustee (departed 2023-12-04)
- Helen Young — Trustee (departed 2023-12-04)
- Scott O'donnell — Director (departed 2023-12-04)
- Paul Harrington — Trustee (departed 2023-12-04)
- Neil Lewis — Trustee (departed 2023-04-01)
Funding Sources
- ILT Foundation — $995,000
- Aotearoa Gaming Foundation — $100,000
- The Trusts Community Foundation — $29,717.39
Similar Charities in Environment
- New Zealand Landcare Trust — Environment
- Royal Forest & Bird Protection Society Of New Zealand Incorporated — Environment
- The Pacific Island Business Development Trust — Environment
- Oxfam Aotearoa — Environment
- Kati Huirapa Runaka Ki Puketeraki Incorporated — Environment
The Hawthorndale Care Village Charitable Trust
Financial data as at June 2024. Sourced from Charities Services register.
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 3. 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.
- Current annual return overdueThe newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register
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.
$3.1M
$184.1K
$6.4M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To deliver positive, creative living for the elderly within a safe, secure, stimulating village environment.
Key Statistics
Financial Trends
Financial Trends (5 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 48 peers · Environment · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
Sector & Activities
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.
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