Montecillo Trust — Health Charity in Dunedin
Montecillo Trust is a Charitable Trust charity in the Health sector, based in Dunedin, Dunedin. Annual revenue: $4.2M NZD. Financial data as at March 2025.
Montecillo Trust is part of the same organisation as Montecillo Veterans Home And Hospital Limited (CC25605). Each registration files its own accounts.
Mission: Montecillo Trust is engaged in the business of owning the property at 63 Bay View Road Dunedin which is operated as a Veterans Care Home by Montecillo Veterans Home & Hospital Limited
- Registration Number
- CC25603
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-09
- Status
- Active
- Sector
- Health
- Location
- Dunedin, Dunedin
- information@montecillo.org.nz
- Data as at
- March 2025
Beneficiaries: Older people, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $4.2M NZD
- Total Expenses
- $4.1M NZD
- Total Assets
- $4.3M NZD
- Net Assets
- $3.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 60
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $4.2M | $4.1M | $3.7M |
| 2024 | $4.0M | $4.0M | $3.6M |
| 2023 | $3.8M | $3.7M | $0.6M |
| 2022 | $3.6M | $3.5M | $3.6M |
| 2021 | $3.2M | $3.1M | $3.5M |
| 2020 | $3.4M | $3.5M | $3.4M |
| 2019 | $2.9M | $2.8M | $3.5M |
| 2018 | $4.8M | $2.7M | $3.4M |
| 2017 | $2.5M | $2.5M | $1.3M |
| 2016 | $2.5M | $2.7M | $1.4M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Edward Baker | Trustee | 2026-09-23 |
Former Officers (16)
- Jenepher Glover — Trustee
- Stephen Hall — Trustee
- Richard Muir — Trustee
- John Broughton — Trustee (departed 2017-12-06)
- Ian Marshall — Trustee (departed 2013-01-31)
- Roger Mcelwain — Trustee
- John Burke — Trustee (departed 2016-12-31)
- Andrew Rooney — Trustee
- Kevin Mclaughlan — Trustee (departed 2014-09-11)
- Gerald Millichip — Trustee (departed 2010-03-31)
- Darryl Tong — Trustee (departed 2013-10-10)
- Anthony Howie — Trustee (departed 2010-03-31)
- William Acklin — Trustee (departed 2013-10-10)
- Dorothy Fraser — Trustee (departed 2008-10-31)
- David More — Trustee
- Brian McMahon — Trustee (departed 2016-12-12)
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Montecillo Trust
Financial data as at March 2025. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
How ratings work →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 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.
- Same audit firm for many yearsSame audit firm (Audit Professionals) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$4.2M
$4.1M
$4.3M
60
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
Relationship: related_entity
About
Montecillo Trust is engaged in the business of owning the property at 63 Bay View Road Dunedin which is operated as a Veterans Care Home by Montecillo Veterans Home & Hospital Limited
Who We Serve
Key Statistics
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
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 111 peers · Health · $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.
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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. Last updated: 3 October 2026.
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