# Halberg Endowment Fund

**Charities Register number:** CC52467
**Status:** Registered
**Registered since:** 2015-07-28
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429043314065
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trustees shall hold the Trust Fund upon trust to pay or apply in New Zealand the income and capital of the Trust Fund, in such amounts, at such times, and subject to such terms and conditions as the Trustees may decide to provide financial assistance to or otherwise for the benefit, education, advancement of life or personal support in any way whatever of, individuals with disabilities in New Zealand (including without limitation, to enhance the lives of physically disabled individuals in New Zealand by enabling such individuals to participate in sport and recreation).

## CharityData rating

- **Not rated** — This charity is not currently rated.
- **Status code:** `group_member`
- **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 2016-06-30)

- **Total revenue:** NZ$132k
- **Total expenses:** NZ$106k
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$330k
- **Total liabilities:** NZ$5k
- **Net assets:** NZ$325k
- **Cash reserves:** NZ$329k
- **Donations:** NZ$131k
- **Paid staff:** 1
- **Volunteers:** 1
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9cfcdacb-c9b1-e611-935d-00155de3e60a&isPublic=true

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

## Group consolidated filing

This charity is part of **Halberg Trust Group**, which files a consolidated return. For the year ended 2025-06-30 the group reported revenue of NZ$3.79M and expenses of NZ$3.48M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 8 current (12 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=CC52467) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-04-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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/halberg-endowment-fund
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/halberg-endowment-fund/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/halberg-endowment-fund/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52467
- Charity website: https://www.halberg.co.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/halberg-endowment-fund. 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 2026-09-29T03:07:58.888Z.