# Heart Lung Foundation

**Charities Register number:** CC21111
**Status:** Registered
**Registered since:** 2008-02-13
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**NZBN:** 9429042627883
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Heart Lung Foundation (formerly the GLREF) was established at Green Lane Hospital in 1971 and incorporated under the Charitable Trusts Act in 1976. The aim of GLREF is to advance medical education and research in the departments of Cardiology, Cardiothoracic Surgery, Paediatric Cardiology & Surgery, Cardiothoracic Anaesthesia and Respiratory Medicine, within the Auckland District Health Board.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 1
  - reserves above the methodology threshold for its size and type

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 2025-12-31)

- **Total revenue:** NZ$890k
- **Total expenses:** NZ$769k
- **Surplus / deficit:** NZ$121k
- **Total assets:** NZ$24.04M
- **Total liabilities:** NZ$589k
- **Net assets:** NZ$23.45M
- **Cash reserves:** NZ$2.38M
- **Donations:** NZ$50k
- **Staff costs:** NZ$0
- **Paid staff:** 1
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bf063636-d8e6-f011-bb4e-000d3acc4199&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 |
|---|---|---|---|---|
| 2025-12-31 | NZ$890k | NZ$769k | NZ$121k | NZ$23.45M |
| 2024-12-31 | NZ$6.61M | NZ$729k | NZ$5.88M | NZ$23.33M |
| 2023-12-31 | NZ$96k | NZ$150k | not disclosed | NZ$17.40M |
| 2022-12-31 | NZ$67k | NZ$116k | not disclosed | NZ$17.12M |
| 2021-12-31 | NZ$96k | NZ$97k | not disclosed | NZ$16.74M |
| 2020-12-31 | NZ$328k | NZ$182k | not disclosed | NZ$16.82M |
| 2019-12-31 | NZ$110k | NZ$136k | not disclosed | NZ$16.39M |
| 2018-12-31 | NZ$250k | NZ$149k | not disclosed | NZ$15.61M |
| 2017-12-31 | NZ$194k | NZ$133k | not disclosed | NZ$15.53M |
| 2016-12-31 | NZ$172k | NZ$112k | not disclosed | NZ$15.21M |

## Governance

- **Officers on the register:** 5 current (18 including former)
- **Chair recorded:** no
- **Auditor:** William Buck
- **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=CC21111) and on the charity's profile page.

## Service providers

- William Buck — auditor

## Data freshness

- Register details: as of 2026-09-23
- 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/heart-lung-foundation
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/heart-lung-foundation/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/heart-lung-foundation/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21111

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/heart-lung-foundation. 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 2026-10-01T01:15:57.176Z.