Te Kauwhata Retirement Trust Board — Health Charity in Te Kauwhata
Te Kauwhata Retirement Trust Board is a Charitable Trust charity in the Health sector, based in Te Kauwhata, Te Kauwhata. CharityData rates this charity B- (73.8/100). Annual revenue: $8.3M NZD. Financial data as at September 2025.
Mission: aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community
- Registration Number
- CC11224
- Charity Type
- Charitable Trust
- Registration Date
- 2007-09-26
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Health
- Location
- Te Kauwhata, Te Kauwhata
- ceo.tkretire@aparangi.co.nz
- Data as at
- September 2025
Beneficiaries: Family / whanau, Older people, People with disabilities
Financial Summary
- Total Revenue
- $8.3M NZD
- Total Expenses
- $7.1M NZD
- Total Assets
- $85.6M NZD
- Net Assets
- $26.3M NZD
- Reserve Months
- 1.8 months of operating expenses
- Staff Count
- 65
- Volunteers
- 0
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $8.3M | $7.1M | $26.3M |
| 2024 | $7.5M | $6.8M | $23.6M |
| 2023 | $6.0M | $6.0M | $19.2M |
| 2022 | $6.5M | $5.5M | $19.1M |
| 2021 | $8.4M | $5.1M | $20.0M |
| 2020 | $5.2M | $4.7M | $16.7M |
| 2019 | $4.7M | $4.2M | $19.6M |
| 2018 | $4.6M | $3.6M | $18.3M |
| 2017 | $4.2M | $3.2M | $16.7M |
| 2016 | $3.8M | $3.0M | $7.6M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Glen Beal | Trustee | 2019-10-01 |
| Tim Searle | Trustee | 2019-10-01 |
| Debbie Sim | Trustee | 2019-10-01 |
| John Cunningham | Trustee | 2015-09-30 |
| Brya Castles | Trustee | 2007-07-03 |
Former Officers (18)
- Charles Anderson — Trustee (departed 2026-01-13)
- Alan Cunningham — Trustee (departed 2015-09-30)
- Jacob Urlwin — Trustee (departed 2016-12-01)
- Benjamin Hitchcock — Trustee (departed 2023-07-19)
- Michelle Waters — Trustee (departed 2022-01-25)
- Ken Knarston — Trustee (departed 2015-12-09)
- Craig Periam — Trustee (departed 2017-12-20)
- Ian Storey — Trustee (departed 2015-02-18)
- Jan Dawson — Trustee (departed 2018-12-19)
- Toni Grace — Trustee (departed 2019-09-30)
- Christine Goodin — Trustee (departed 2010-12-15)
- Noelene Mary Raos — Trustee (departed 2011-12-14)
- Brian Frederick Dingle — Trustee (departed 2022-01-19)
- Richard Kent Wright — Trustee (departed 2015-12-09)
- Neil Frank Bateup — Trustee (departed 2024-02-28)
- Robert William Jefferis — Trustee (departed 2017-03-15)
- Calvin Richard Smith — Trustee (departed 2009-09-05)
- Margaret Leslie Trousdale — Trustee (departed 2011-12-14)
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Te Kauwhata Retirement Trust Board
Financial data as at September 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 5. 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.
$8.3M
$7.1M
$85.6M
65
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
aim to provide a quality, homely environment in which the frail elderly (and/or confused elderly) may live in an atmosphere of respect and friendliness and have their physical and psychological needs met regardless of culture, race or creed. The provision of low cost housing that supports independence from rental accommodation through to full care. Family friendly sustainable charitable organization for the social good of our community
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
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.
Rating History
Rating
B-Is this your charity?
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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: 5 October 2026.
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