The Ozanam House Trust — Community Development Charity in Palmerston North
The Ozanam House Trust is a Charitable Trust charity in the Community Development sector, based in Palmerston North, Palmerston North. CharityData rates this charity B- (70.3/100). Annual revenue: $2.3M NZD. Financial data as at March 2026.
Mission: Provide homely accommodation for guests from out of town undergoing cancer treatment in a supportive and caring environment amongst fellow patients in a setting as close to "a home away from home". The Trust provides such amenities to ensure that patients and carers undergoing treatment at the Palmerston North Regional Cancer Treatment Service are provided accommodation, other services and assistance during their stay and are made as comfortable as if they would be staying in their own homes.
- Registration Number
- CC28473
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (70.3/100)
- Sector
- Community Development
- Location
- Palmerston North, Palmerston North
- secretary@ozanamhouse.org.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $2.3M NZD
- Total Expenses
- $1.3M NZD
- Total Assets
- $22.8M NZD
- Net Assets
- $22.7M NZD
- Reserve Months
- 12.5 months of operating expenses
- Staff Count
- 9
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $2.3M | $1.3M | $22.7M |
| 2025 | $0.4M | $0.3M | $7.7M |
| 2024 | $0.2M | $0.3M | $8.1M |
| 2023 | $1.2M | $1.3M | $8.0M |
| 2022 | $8.1M | $1.2M | $7.7M |
| 2021 | $1.5M | $1.1M | $7.3M |
| 2020 | $1.0M | $1.1M | $6.5M |
| 2019 | $1.1M | $1.0M | $6.1M |
| 2018 | $1.2M | $1.1M | $5.5M |
| 2017 | $2.0M | $1.0M | $4.9M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.3/100
- Financial Score
- 72.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Roger Clark | Trustee | 2023-11-14 |
| Terence Olsen | Trustee | 2022-07-26 |
| William Bly | Community Representative | 2021-07-20 |
| Penny O'Leary | Trustee | 2020-11-20 |
| Peter Griffin | Trustee | 2020-11-20 |
Former Officers (5)
- Barney O'Connor — Trustee (departed 2023-02-25)
- Terence Comber — Trustee (departed 2022-07-26)
- Peter Noble-Campbell — Trustee (departed 2020-11-20)
- Bernard Forde — Trustee (departed 2010-11-16)
- Cliff Craven — Trustee (departed 2010-11-10)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
The Ozanam House Trust
Financial data as at March 2026. 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.
$2.3M
$1.3M
$22.8M
9
Financial data from Charities Services annual return (FY2026). 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
Provide homely accommodation for guests from out of town undergoing cancer treatment in a supportive and caring environment amongst fellow patients in a setting as close to "a home away from home". The Trust provides such amenities to ensure that patients and carers undergoing treatment at the Palmerston North Regional Cancer Treatment Service are provided accommodation, other services and assistance during their stay and are made as comfortable as if they would be staying in their own homes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 52 peers · Community Development · $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: 3 October 2026.
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