The Masonic Villages Trust — Health Charity in Lower Hutt
The Masonic Villages Trust is a Charitable Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. CharityData rates this charity A- (89.5/100). Annual revenue: $41.8M NZD. Financial data as at June 2025.
The Masonic Villages Trust is part of the same organisation as Masonic Villages Limited (CC44458). Each registration files its own accounts.
Mission: Provide care services and accommodation/housing for older people, or people alike in age, interest and need.
- Registration Number
- CC11370
- Charity Type
- Charitable Trust
- Registration Date
- 2007-10-15
- Status
- Active
- CharityData Rating
- A- (89.5/100)
- Sector
- Health
- Location
- Lower Hutt, Lower Hutt
- trust@masonicvillages.co.nz
- Data as at
- June 2025
Beneficiaries: Older people, People with disabilities
Financial Summary
- Total Revenue
- $41.8M NZD
- Total Expenses
- $35.5M NZD
- Total Assets
- $419.3M NZD
- Net Assets
- $218.5M NZD
- Reserve Months
- 0.2 months of operating expenses
- Staff Count
- 18
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $41.8M | $35.5M | $218.5M |
| 2024 | $32.6M | $31.1M | $175.6M |
| 2023 | $26.1M | $25.3M | $174.3M |
| 2022 | $3.9M | $4.3M | $49.8M |
| 2021 | $3.3M | $3.5M | $50.2M |
| 2020 | $3.1M | $3.1M | $47.9M |
| 2019 | $2.9M | $3.2M | $47.9M |
| 2018 | $20.0M | $19.0M | $77.5M |
| 2017 | $5.3M | $2.5M | $46.1M |
| 2016 | $16.1M | $16.0M | $43.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89.5/100
- Financial Score
- 100
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Leon Grandy | Trustee | 2026-09-01 |
| Peter Mason | Trustee | 2026-01-05 |
Former Officers (25)
- Auriga Martin — Trustee (departed 2026-01-05)
- Henry Davies — Trustee (departed 2026-01-05)
- Iris Reuvecamp — Trustee
- Terence Wellington — Trustee
- Sean Hannan — Trustee
- James Watt — Trustee
- George Swanepoel — Trustee
- Roly Blake — Trustee (departed 2022-11-14)
- Bryce Smith — Trustee
- Donald Stockwell — Trustee (departed 2019-07-05)
- Barrie Buck — Trustee (departed 2019-11-18)
- Evan Plank — Trustee (departed 2022-11-14)
- John Bonifant — Trustee (departed 2018-11-19)
- Marie Gillies — Trustee (departed 2024-12-02)
- Steven Molotsky — Trustee (departed 2020-11-16)
- Barry Millage — Trustee (departed 2020-11-16)
- Heaton Haglund — Trustee (departed 2016-01-25)
- Ian Hercus — Trustee (departed 2009-05-12)
- Roger O'Brien — Trustee (departed 2007-12-03)
- Peter Robinson — Trustee (departed 2013-12-02)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Mike Pope | Deputy Chair | Board or trustee role | - | 2021 |
| Sean Hannan | Trustee | Board or trustee role | - | 2021 |
| Jim Watt | Trustee | Board or trustee role | - | 2021 |
| Marie Gillies | Chair | Board or trustee role | - | 2021 |
| David Gould | Trustee | Board or trustee role | - | 2019 |
| David Macky | Chairman | Board or trustee role | - | 2019 |
| Bruce Gemmell | Trustee | Board or trustee role | - | 2019 |
| Ian Callander | Trustee | Board or trustee role | - | 2019 |
| Michael McAndrew | Chief Executive Officer | Executive role | - | 2019 |
| George Swanepoel | Trustee | Board or trustee role | - | 2021 |
| Roly Blake | Trustee | Board or trustee role | - | 2021 |
| Bryce Smith | Trustee | Board or trustee role | - | 2021 |
| Wally Plank | Trustee | Board or trustee role | - | 2021 |
| Gordon Webb | Trustee | Board or trustee role | - | 2019 |
| Selwyn Kitchener | Trustee | Board or trustee role | - | 2019 |
Major Funders and Contracts (FY2021)
As disclosed in The Masonic Villages Trust's annual report.
- Residents (via Occupation Rights Agreements) — $19,581,378 (79.6% of revenue) — Care and retirement village accommodation services
- Northland District Masonic Trust — Village operations transfer and merger (effective 1 July 2019)
- Colliers International (Wellington Valuation) — Property valuation services - fair value assessment of care facilities
Service Providers
- BDO Audit Company Wellington
- ANZ Bank
- ASB Bank
- ANZ Bank Wellington Commercial
- Superlife
- Macalister Mazengarb
- Colliers International (Wellington Valuation)
Similar Charities in Health
The Masonic Villages Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo 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.
$41.8M
$35.5M
$419.3M
18
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Provide care services and accommodation/housing for older people, or people alike in age, interest and need.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 20 peers · Health · $10M – $50M
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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FY2025Contact Details
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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.
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