St Vianney's Timaru Trust — Health Charity in Timaru

St Vianney's Timaru Trust is a Charitable Trust charity in the Health sector, based in Timaru, Timaru. This organisation also provides funding to other charities. CharityData rates this charity B (76.9/100). Annual revenue: $0.3M NZD. Financial data as at June 2025.

Mission: The St Vianneys Timaru Trust was created by the Sisters of Compassion and the Trust funds came from the sale of the aged care facility together with accumulated funds in the Home of Compassion Timaru business. The treat was created to continue and further the works and mission of the Sisters of Compassion in the Timaru community. During its existence in Timaru, the Home of Compassion provided care, mainly for the elderly but also the mentally and physically impaired residents. With an increasing number of "commercial" aged care facilities being created, and due to the age of the buildings, the home was closed and assets sold but the funds vested in the Trust so that the Timaru community could still receive benefit, especially opportunities in the "health" related areas and where the wider community would benefit. Such benefit was not determined by income, age, religion or race.

Registration Number
CC24686
Charity Type
Charitable Trust
Registration Date
2008-05-21
Status
Active
CharityData Rating
B (76.9/100)
Sector
Health
Location
Timaru, Timaru
Email
dcwalden@xtra.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.3M NZD
Total Assets
$6.3M NZD
Net Assets
$6.3M NZD
Reserve Months
28.9 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.3M$6.3M
2024$0.3M$0.3M-
2023$0.4M$0.2M$6.3M
2022$0.2M$0.2M$6.2M
2021$0.5M$0.1M$6.2M
2020$0.2M$0.2M-
2019$0.2M$0.0M-
2018$0.3M$0.1M-
2017$0.2M$0.1M$0.3M
2016$0.2M$0.1M-

CharityData Rating

Overall Grade
B
Overall Score
76.9/100
Financial Score
82
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.8%

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Virginia DavenportTrustee2023-11-30
Anthony McClearyTrustee2021-11-10
Ian TaylorTrustee2017-02-28
Kathleen CalvertTrustee2017-02-28
Jennette BorrellTrustee2002-10-24
Dale WaldenTrustee2001-11-30

Former Officers (4)

  • Kevin Cosgrove — Trustee (departed 2016-07-01)
  • Owen Berrill — Trustee (departed 2020-08-13)
  • Joan Lewis — Trustee (departed 2022-07-10)
  • Peter McKay — Trustee (departed 2008-09-14)

Similar Charities in Health

FunderHealthCharitable TrustTrust

St Vianney's Timaru Trust

CC24686Timaru, TimaruRegistered 21 May 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating5d ago

Financial data as at June 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

$256.8K

Expenses

$284.7K

Assets

$6.3M

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.

Funder Profile

Grantmaker

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

Funding Sectors
HealthCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Nationwide

About

Mission

The St Vianneys Timaru Trust was created by the Sisters of Compassion and the Trust funds came from the sale of the aged care facility together with accumulated funds in the Home of Compassion Timaru business. The treat was created to continue and further the works and mission of the Sisters of Compassion in the Timaru community. During its existence in Timaru, the Home of Compassion provided care, mainly for the elderly but also the mentally and physically impaired residents. With an increasing number of "commercial" aged care facilities being created, and due to the age of the buildings, the home was closed and assets sold but the funds vested in the Trust so that the Timaru community could still receive benefit, especially opportunities in the "health" related areas and where the wider community would benefit. Such benefit was not determined by income, age, religion or race.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$256.8K
Total Expenses
$284.7K
Net Assets
$6.3M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
79c
For every $1 spent, 79c reaches programs
Strong
Sustainability
28.9mo
Could operate 28.9 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 134 peers · Health · $100K – $1M

Rating Score
77
#16/135
Revenue
$257K
#69/135
Reserve Months
28.9
#1/135
Surplus
$-28K
#111/135
Staff Cost %
0%
#1/135

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

Rating

B
Score: 76.9/100
Financial
82
Governance
65
Transparency
65
Why this grade: Financial 82 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Timaru, Timaru

Registration

Registration NumberCC24686
Entity TypeCharitable Trust
Registered21 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Dec 2001
Registered office
18 Aviemore Street, Glenwood, Timaru

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 6 October 2026.