St Matthew's Court Trust Board — Community Development Charity in Morrinsville

St Matthew's Court Trust Board is a Unincorporated Trust charity in the Community Development sector, based in Morrinsville, Morrinsville. CharityData rates this charity B (76.6/100). Annual revenue: $0.2M NZD. Financial data as at December 2025.

Mission: Providing affordable housing for retirees

Registration Number
CC35245
Charity Type
Unincorporated Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.6/100)
Sector
Community Development
Location
Morrinsville, Morrinsville
Email
stmattmorr@xtra.co.nz
Data as at
December 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$5.2M NZD
Net Assets
$1.4M NZD
Reserve Months
14.5 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$1.4M
2024$0.2M$0.2M$1.4M
2023$0.2M$0.2M$1.4M
2022$0.1M$0.2M$0.1M
2021$0.1M$0.1M$1.2M
2020$0.1M$0.1M-
2019$0.1M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.1M$0.1M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
76.6/100
Financial Score
81.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Sharon FlintoffTrustee2026-01-27
Elizabeth PennyTrustee2022-03-30
Lynnelly McKenzieTrustee-Secretary2021-09-20
James ThomasTrustee2020-06-25
Christopher EArlTrustee2020-04-21
Lance RichesTrustee2017-06-06

Former Officers (12)

  • Christopher Hutchings — Trustee (departed 2024-06-30)
  • Peter Maxwell — Trustee (departed 2021-05-01)
  • Jennifer Porter — Trustee (departed 2021-05-01)
  • Richard Hunt — Trustee (departed 2020-06-24)
  • Anne Todd — Trustee (departed 2022-03-29)
  • Garth Montgomery — Trustee (departed 2019-06-12)
  • Joanna Knowles — Trustee (departed 2010-06-01)
  • Olwyn Downing — Secretary Treasurer (departed 2018-08-15)
  • Roger Miers — Trustee (departed 2016-06-15)
  • Reginald Churton — Trust Chairperson (departed 2014-02-28)
  • Heather Judge — Trustee (departed 2016-06-15)
  • Colin Gordge — Trustee (departed 2009-03-22)

Similar Charities in Community Development

Community DevelopmentUnincorporated Trust

St Matthew's Court Trust Board

CC35245Morrinsville, MorrinsvilleRegistered 30 Jun 2008
Data updated: Yesterday
Financials9mo agoRating2d ago

Financial data as at December 2025. Sourced from Charities Services register.

B
77/100
Financial
82
Governance
65
Transparency
65

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 register
    No chair or presiding role is recorded in the register for this board of 6. 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.

Revenue

$242.4K

Expenses

$190.6K

Assets

$5.2M

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

Providing affordable housing for retirees

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$242.4K
Total Expenses
$190.6K
Net Assets
$1.4M
Staff
1
employees

Financial Trends

Financial Trends (17 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
14.5mo
Could operate 14.5 months with zero revenue
Healthy
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

65
Score /100
Moderate
HHI: 3,523
Investment Income44.2%
Trading / Services30.4%
Other25.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 147 peers · Community Development · $100K – $1M

Rating Score
77
#16/148
Revenue
$242K
#85/148
Reserve Months
14.5
#1/148
Surplus
$52K
#49/148
Staff Cost %
12%
#148/148

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

Rating History

B
2025
Score: 76.6
Financial: 82 | Governance: 65 | Transparency: 65
Current
B
2024
Score: 78.3
Financial: 84 | Governance: 65 | Transparency: 65

Rating

B
Score: 76.6/100
Financial
81.5
Governance
65
Transparency
65
Why this grade: Financial 82 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Morrinsville, Morrinsville

Registration

Registration NumberCC35245
Entity TypeUnincorporated Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Nov 1991
Registered office
271 Thames Street Morrinsville, Morrinsville

Sector & Activities

Primary Sector
Community Development
Activities
Provides buildings / facilities / open space

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.