Stonehaven Village Trust — Community Development Charity in Maungakaramea

Stonehaven Village Trust is a Trust charity in the Community Development sector, based in Maungakaramea, Maungakaramea. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.6M NZD. Financial data as at March 2026.

Mission: To provide a safe a friendly community where people can have peace of mind and be able to enjoy their retirement in a quiet rural area.

Registration Number
CC29629
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Community Development
Location
Maungakaramea, Maungakaramea
Email
stonehavenvillage@xtra.co.nz
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.5M NZD
Total Assets
$15.7M NZD
Net Assets
$5.6M NZD
Reserve Months
11.8 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.6M$0.5M$5.6M
2025$0.6M$0.7M$5.8M
2024$0.5M$0.7M$6.0M
2023$0.5M$0.6M$5.0M
2022$0.5M$0.6M$5.4M
2021$0.4M$0.5M$5.4M
2020$0.5M$0.4M$3.5M
2019$0.4M$0.4M$3.5M
2018$0.4M$0.3M$3.5M
2017$0.4M$0.3M$1.1M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
David BaldwinTrustee2026-03-16
Matthew YovichTrustee2026-03-16
Anthony EvansTrustee2025-06-15
Christine PriceTrustee2025-04-14
Brian EunsonTrustee2016-12-19
Mike O'sullivanTrustee2014-04-01
Phillip HalseTrustee2010-03-01
David WoodsTrustee2010-03-01
Brett PriceTrustee2010-03-01

Former Officers (18)

  • Allan Becroft — Trustee (departed 2024-10-14)
  • Iain Duffy — Trustee (departed 2013-02-18)
  • Graham Wright — Trustee of Trust (departed 2013-12-01)
  • Brian Moyle — Trustee of Trust (departed 2014-01-27)
  • Richard Turner — Trustee (departed 2011-10-17)
  • David Mathers — Trustee (departed 2014-01-20)
  • John Harris — Trustee (departed 2010-05-18)
  • Sandy Brown — Trustee (departed 2011-10-17)
  • Kymberlee Gibson — Trustee, Treasurer (departed 2008-12-05)
  • Barbara Hudson — Trustee, Committee Member (departed 2010-01-14)
  • Garry Hudson — Trustee, Committee Member (departed 2008-12-05)
  • Shelley Cochrane — Trustee, Committee Member (departed 2008-12-05)
  • Alison Attwood — Trustee, Committee Member (departed 2008-12-05)
  • Gordon Marsh — Trustee, Chairman (departed 2010-01-14)
  • Vernon Litt — Trustee, Committee Member (departed 2008-12-05)
  • Claude Lovegrove — Trustee, Committee Member (departed 2008-12-05)
  • Jennifer Wellwood — Trustee, Committee Member (departed 2010-01-14)
  • Susan Marsh — Trustee, Secretary (departed 2008-12-05)

Similar Charities in Community Development

Community DevelopmentTrust

Stonehaven Village Trust

CC29629Maungakaramea, MaungakarameaRegistered 30 Jun 2008
Data updated: 24 Sept 2026
Financials6mo agoRating5d ago

Financial data as at March 2026. Sourced from Charities Services register.

C+
69/100
Financial
70
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 9. 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

$603.8K

Expenses

$477.9K

Assets

$15.7M

Staff

2

Financial data from Charities Services annual return (FY2026). 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

To provide a safe a friendly community where people can have peace of mind and be able to enjoy their retirement in a quiet rural area.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$603.8K
Total Expenses
$477.9K
Net Assets
$5.6M
Staff
2
employees

Financial Trends

Financial Trends (18 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
11.8mo
Could operate 11.8 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

30
Score /100
Highly Concentrated
HHI: 7,021
High Concentration: 82% of revenue from Trading / Services
Trading / Services82.3%
Other15.6%
Investment Income2.2%

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

Peer Comparison

Ranked against 135 peers · Community Development · $100K – $1M

Rating Score
69
#49/136
Revenue
$604K
#16/136
Reserve Months
11.8
#1/136
Surplus
$126K
#32/136
Staff Cost %
14%
#136/136

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

Rating History

C+
2026
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
C+
2025
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Auditor
PKF
10 years of audit history

Contact Details

Address
Maungakaramea, Maungakaramea

Registration

Registration NumberCC29629
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Jun 1992
Registered office
2/27 Stonehaven Drive Maungakaramea 0146, Maungakaramea

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: 1 October 2026.