# H S & J C Anderson Charitable Trust

**Charities Register number:** CC11284
**Status:** Registered
**Registered since:** 2007-10-07
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Dunedin
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To apply the income arising from the Trust in to research work which may at any time or times be undertaken or carried on by or under the supervision or control of the University of Otago into the nature cause and cure of diseases and ailments of the human body and that primary and particular consideration be given to research into the cure of cancer and diseases of the heart and kidneys and that any part of such income which may not in any year be applied by the trustees in manner aforesaid shall accrue and be added to the capital of the trust fund but with full power and authority for the Trustees to resort to and apply any income so capitalised as part of the net income of the trust fund in any subsequent year or years and to apply the same accordingly.

## CharityData rating

- **Grade:** B- (73.6 / 100)
- **Financial health:** 81.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$255k
- **Total expenses:** NZ$33k
- **Surplus / deficit:** NZ$223k
- **Total assets:** NZ$4.37M
- **Total liabilities:** NZ$183k
- **Net assets:** NZ$4.19M
- **Cash reserves:** NZ$2.48M
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f3c9013b-4c56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$255k | NZ$33k | NZ$223k | NZ$4.19M |
| 2024-06-30 | NZ$261k | NZ$244k | NZ$17k | NZ$3.91M |
| 2023-06-30 | NZ$192k | NZ$56k | not disclosed | NZ$3.90M |
| 2022-06-30 | NZ$159k | NZ$279k | not disclosed | NZ$3.76M |
| 2021-06-30 | NZ$117k | NZ$120k | not disclosed | NZ$3.88M |
| 2020-06-30 | NZ$162k | NZ$242k | not disclosed | NZ$3.79M |
| 2019-06-30 | NZ$179k | NZ$83k | not disclosed | NZ$3.87M |
| 2018-06-30 | NZ$176k | NZ$20k | not disclosed | NZ$3.71M |
| 2017-06-30 | NZ$178k | NZ$190k | not disclosed | NZ$3.71M |
| 2016-06-30 | NZ$105k | NZ$192k | not disclosed | NZ$3.66M |

## Governance

- **Officers on the register:** 3 current (6 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC11284) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/h-s-j-c-anderson-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/h-s-j-c-anderson-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/h-s-j-c-anderson-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC11284

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/h-s-j-c-anderson-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T09:18:25.157Z.