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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Fergus MoreTrustee2019-07-23
Sarah HannanTrustee2019-07-23
Patric O'BrienTrustee2019-07-23

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

FunderEnvironmentTrustCharitable Trust

The Hawthorndale Care Village Charitable Trust

CC57104Invercargill, InvercargillRegistered 8 Aug 2019
Data updated: 2 days ago
Financials30 Jun 2024Rating2d ago

Financial data as at June 2024. Sourced from Charities Services register.

C
60/100
Financial
50
Governance
55
Transparency
65

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 register
    No 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 overdue
    The 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.

Revenue

$3.1M

Expenses

$184.1K

Assets

$6.4M

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EnvironmentArts & CultureCommunity Development
Beneficiaries
Elderly
Geographic Focus
Southland

About

Mission

To deliver positive, creative living for the elderly within a safe, secure, stimulating village environment.

Key Statistics

Annual Revenue
$3.1M
Total Expenses
$184.1K
Net Assets
$4.7M
Volunteers
0

Financial Trends

Financial Trends (5 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
96c
For every $1 spent, 96c reaches programs
Strong
Sustainability
42.7mo
Could operate 42.7 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

2
Score /100
Highly Concentrated
HHI: 9,822
High Concentration: 99% of revenue from Other
Other99.1%
Investment Income0.9%

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

Rating Score
60
#25/49
Revenue
$3.1M
#14/49
Reserve Months
42.7
#1/49
Surplus
$2.9M
#5/49
Staff Cost %
0%
#1/49

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

Rating

C
Score: 60/100
Financial
50
Governance
55
Transparency
65
Why this grade: Financial 50 × 40% + Governance 55 × 60% = 53 → C.
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC57104
Entity TypeTrust
Registered8 Aug 2019
StatusRegistered

Sector & Activities

Primary Sector
Environment

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.