Barrett Homes Trust — Social Services Charity in New Plymouth
Barrett Homes Trust is a Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. Annual revenue: $0.2M NZD. Financial data as at March 2025.
Mission: To provide accommodation for persons with disabilities
- Registration Number
- CC33960
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- New Plymouth, New Plymouth
- Website
- https://www.barretthomestrust.co.nz
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | - |
| 2024 | $0.3M | $0.2M | $0.9M |
| 2023 | $0.2M | $0.2M | $0.8M |
| 2022 | $0.2M | $0.2M | $0.8M |
| 2021 | $0.2M | $0.1M | $0.8M |
| 2020 | $0.1M | $0.1M | $0.7M |
| 2019 | $0.1M | $0.2M | $2.1M |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Dianne Dobson — Treasurer/trustee
- Robert Street — Trustee
- Mark Hay — Secretary/manager
- Malcolm White — Trustee (departed 2021-05-01)
- Michael Lay — Chair
- Andrew Fraser — Trustee
- Yvonne Rowlands — Treasurer (departed 2025-08-31)
- Peter Barker — Chair (departed 2021-05-13)
- Gaylene Phillips — Trustee (departed 2018-08-13)
- Teresa Heyes — Secretary/manager (departed 2020-10-12)
- Shirley Marsh — Trustee (departed 2015-06-08)
- James Lind — Trustee (departed 2023-08-24)
- Nicola Kynaston — Trustee (departed 2011-06-13)
- Duncan Cruickshank — Trustee (departed 2015-06-08)
- William Marsh — Secretary Manager (departed 2015-06-08)
- Brian Wray — Trustee (departed 2019-02-11)
- Sharon Wray — Trustee (departed 2019-02-11)
- Rex Phillips — Trustee (departed 2011-06-13)
- Rashleigh Avery — Trustee (departed 2011-06-13)
Funding Sources
- New Zealand Community Trust — $17,339.59
Similar Charities in Social Services
- Avonside House Trust Incorporated — Social Services
- Glenwood South Canterbury Trust — Social Services
- Home in Place (New Zealand) Limited — Social Services
- Moana House — Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
Social ServicesTrust
Barrett Homes Trust
CC33960New Plymouth, New PlymouthRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Revenue
$196.4K
Expenses
$192.9K
Assets
$902.5K
Staff
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Mission
To provide accommodation for persons with disabilities
Key Statistics
Annual Revenue
$196.4K
Total Expenses
$192.9K
Net Assets
-
Staff
2
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 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
27
Score /100
Highly Concentrated
HHI: 7,294
High Concentration: 84% of revenue from Other
Other84.3%
Donations13.5%
Investment Income2.2%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 155 peers · Social Services · $100K – $1M
Rating Score
0
Revenue
$196K
Reserve Months
0.0
Surplus
$3K
Staff Cost %
19%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Address
New Plymouth, New Plymouth
Registration
Registration NumberCC33960
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Oct 1982
Registered office
39 Young Street New Plymouth 4310, New Plymouth
Sector & Activities
Primary Sector
Social ServicesData 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: 4 May 2026.
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