Marlborough Sustainable Housing Trust — Health Charity in Blenheim

Marlborough Sustainable Housing Trust is a Trust charity in the Health sector, based in Blenheim, Blenheim. CharityData rates this charity A- (86/100). Annual revenue: $2.5M NZD. Financial data as at March 2025.

Mission: 4.1 The purpose of the Trust is as follows: To undertake actions, initiatives and programmes to promote and provide affordable housing to benefit people in charitable need with significant housing needs in Marlborough, particularly those in housing need associated with age, health problems or disability. 4.2 The purpose referred to in 4.1 is supported by and may include without limitation: (a) To carry out land development and/or residential building in Marlborough. (b) To work with organisations and parties interested in the development of affordable, accessible housing. (c) To assist those referred to in 4.1 through education and advisory services to access appropriate, adequate and affordable housing. (d) To acquire assets as are necessary to achieve the charitable purposes of the Trust. (e) To generally do or perform all such acts, matters or things as may be incidental or conducive to the attainment of any of the foregoing purposes.

Registration Number
CC20968
Charity Type
Trust
Registration Date
2008-02-06
Status
Active
CharityData Rating
A- (86/100)
Sector
Health
Location
Blenheim, Blenheim
Website
https://www.housingtrust.org.nz
Email
anne.p@xtra.co.nz
Data as at
March 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$2.5M NZD
Total Expenses
$0.3M NZD
Total Assets
$9.1M NZD
Net Assets
$5.3M NZD
Reserve Months
2.5 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.5M$0.3M$5.3M
2024$0.5M$0.5M$3.1M
2023$0.0M$0.0M$1.9M
2022$0.0M$0.0M$1.9M
2021$0.0M$0.0M$1.4M
2020$0.0M$0.0M-
2019$0.1M$0.0M$1.4M
2018$0.0M$0.0M$0.9M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.8M

CharityData Rating

Overall Grade
A-
Overall Score
86/100
Financial Score
95
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Heidi CuttleTrustee2025-03-18
Anthony HawkeTrustee2025-03-18
Emma DeasonTrustee2025-02-14
Nichola StrongTrustee2025-02-04
michael hardy-jonesTrustee2024-03-04
Petra HajnalTrustee2023-12-04
Brendon BurnsTrustee2022-10-10
Oliver ClarkTrustee Treasurer2022-02-14

Former Officers (19)

  • Jonathan McMillan — Trustee (departed 2024-11-18)
  • Corey Hebberd — Trustee (departed 2021-12-22)
  • Vance Kerslake — Trustee (departed 2022-06-13)
  • Alexander Coull — Trustee (departed 2018-04-06)
  • David Taylor — Trustee (departed 2025-03-23)
  • Russell Hopkins — Trustee (departed 2024-11-11)
  • Peter Wilson — Trustee (departed 2015-03-31)
  • David Tattersfield — Treasurer (departed 2015-03-31)
  • Janet Steggle — Trustee (departed 2023-12-04)
  • Peter Yeoman — Trustee (departed 2023-02-13)
  • Helen Magyar — Trustee (departed 2014-01-27)
  • Katherine Julie Saville-Smith — Trustee (departed 2020-03-23)
  • Anne Patricia Griffiths — Trustee (departed 2008-06-06)
  • Gary William Smith — Trustee (departed 2011-11-07)
  • John Bond — Trustee (departed 2008-03-31)
  • Beverley Lorraine James — Trustee (departed 2024-02-16)
  • Juliet Wiseman — Trustee (departed 2008-06-06)
  • John Craighead — Trustee (departed 2015-08-31)
  • Martin Ridgway — Treasurer (departed 2013-07-31)

Similar Charities in Health

Marlborough Sustainable Housing Trust logo
HealthTrust

Marlborough Sustainable Housing Trust

CC20968Blenheim, BlenheimRegistered 6 Feb 2008
Data updated: 6 days ago
Financials31 Mar 2025Rating3d ago

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

A-
86/100
Financial
95
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 8. 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

$2.5M

Expenses

$251.6K

Assets

$9.1M

Staff

1

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

About

Mission

4.1 The purpose of the Trust is as follows: To undertake actions, initiatives and programmes to promote and provide affordable housing to benefit people in charitable need with significant housing needs in Marlborough, particularly those in housing need associated with age, health problems or disability. 4.2 The purpose referred to in 4.1 is supported by and may include without limitation: (a) To carry out land development and/or residential building in Marlborough. (b) To work with organisations and parties interested in the development of affordable, accessible housing. (c) To assist those referred to in 4.1 through education and advisory services to access appropriate, adequate and affordable housing. (d) To acquire assets as are necessary to achieve the charitable purposes of the Trust. (e) To generally do or perform all such acts, matters or things as may be incidental or conducive to the attainment of any of the foregoing purposes.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$2.5M
Total Expenses
$251.6K
Net Assets
$5.3M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (18 Years)

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
2.5mo
Could operate 2.5 months with zero revenue
Critical
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 Other
Other100.0%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
86
#8/68
Revenue
$2.5M
#28/68
Reserve Months
2.5
#1/68
Surplus
$2.2M
#6/68
Staff Cost %
0%
#1/68

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

Rating

A-
Score: 86/100
Financial
95
Governance
65
Transparency
65
Why this grade: Financial 95 × 40% + Governance 65 × 60% = 77 → A-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC20968
Entity TypeTrust
Registered6 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Feb 2010
Registered office
2124 State Highway One Spring Creek Marlborough 7244, Spring Creek
Differs from Charities Register address (2 Alfred Street, Mayfield, Blenheim, 7201, Blenheim, Blenheim). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)Provides services (e.g. care / counselling)Sponsors / undertakes research

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: 29 September 2026.