# Heartland Trust

**Charities Register number:** CC30462
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Auckland
**NZBN:** 9429043060610
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Heartland Trust supports worthwhile causes that make a positive difference in the communities in which we operate. Being positive caring members of our communities is an important part of who we are.

## CharityData rating

- **Grade:** C (60.8 / 100)
- **Financial health:** 77.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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$10k
- **Total expenses:** NZ$1.24M
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$5.20M
- **Total liabilities:** NZ$14k
- **Net assets:** NZ$5.19M
- **Donations:** NZ$10k
- **Paid staff:** 0
- **Volunteers:** 0

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$10k | NZ$1.24M | not disclosed | NZ$5.19M |
| 2024-06-30 | NZ$35k | NZ$4.62M | not disclosed | NZ$6.90M |
| 2023-06-30 | NZ$15k | NZ$1.31M | not disclosed | NZ$11.54M |
| 2022-06-30 | NZ$5k | NZ$1.11M | not disclosed | NZ$12.73M |
| 2021-06-30 | NZ$5.44M | NZ$8k | not disclosed | NZ$13.77M |
| 2020-06-30 | NZ$5k | NZ$8k | not disclosed | NZ$8.23M |
| 2019-06-30 | NZ$12k | NZ$330k | not disclosed | NZ$10.70M |
| 2018-06-30 | NZ$5k | NZ$502k | not disclosed | NZ$11.05M |
| 2017-06-30 | NZ$3.65M | NZ$8k | not disclosed | NZ$11.07M |
| 2016-06-30 | NZ$138k | NZ$8k | not disclosed | NZ$7.15M |

## Governance

- **Officers on the register:** 4 current (11 including former)
- **Chair recorded:** no
- **Auditor:** PwC
- **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=CC30462) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-05-29
- 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/heartland-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/heartland-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/heartland-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30462

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/heartland-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 2026-10-01T00:29:47.390Z.