{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Herbert and Doreen Neely Charitable Trust","slug":"herbert-and-doreen-neely-charitable-trust","charities_register_number":"CC23782","nzbn":null,"status":"registered","registration_date":"2008-05-01","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Make grants to primarily provide funds for married couples who wish to undergo in vitro fertilisation or other such techniques which enhance their ability to produce children. Also, to provide funds for persons to obtain urgent surgical operations where the persons requiring the operation show a clear inability to pay for such operation themselves and the public hospitals are not able to supply the operations and post-operative care within the time declared necessary by the persons' medical advisors. Or makes grants to other charitable organisations.","mission":"Make grants to primarily provide funds for married couples who wish to undergo in vitro fertilisation or other such techniques which enhance their ability to produce children. Also, to provide funds for persons to obtain urgent surgical operations where the persons requiring the operation show a clear inability to pay for such operation themselves and the public hospitals are not able to supply the operations and post-operative care within the time declared necessary by the persons' medical advisors. Or makes grants to other charitable organisations."},"rating":{"rated":true,"grade":"B-","score":71.4,"score_scale":"0-100","financial_score":78.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":8774,"total_expenses_nzd":17412,"surplus_deficit_nzd":-8638,"total_assets_nzd":305578,"total_liabilities_nzd":416,"net_assets_nzd":305162,"cash_reserves_nzd":27348,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=76edf3df-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":8774,"total_expenses_nzd":17412,"surplus_deficit_nzd":-8638,"net_assets_nzd":305162,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=76edf3df-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":15501,"total_expenses_nzd":13421,"surplus_deficit_nzd":2080,"net_assets_nzd":298519,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b5e3c4b3-c30e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":8786,"total_expenses_nzd":8655,"surplus_deficit_nzd":131,"net_assets_nzd":296072,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=97f2228e-eeef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":7985,"total_expenses_nzd":7127,"surplus_deficit_nzd":null,"net_assets_nzd":274873,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=896d4fdf-53d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":7083,"total_expenses_nzd":15020,"surplus_deficit_nzd":null,"net_assets_nzd":280855,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0c661a74-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":5767,"total_expenses_nzd":9067,"surplus_deficit_nzd":null,"net_assets_nzd":287720,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d09d0920-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":7362,"total_expenses_nzd":9209,"surplus_deficit_nzd":null,"net_assets_nzd":259938,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c019d985-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":10549,"total_expenses_nzd":8839,"surplus_deficit_nzd":null,"net_assets_nzd":278909,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cf79c7fe-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":10956,"total_expenses_nzd":7725,"surplus_deficit_nzd":null,"net_assets_nzd":267315,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=51f1059e-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":9702,"total_expenses_nzd":12130,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=23da5b73-135c-e711-a5ee-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":2,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/herbert-and-doreen-neely-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/herbert-and-doreen-neely-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/herbert-and-doreen-neely-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23782","website":null},"freshness":{"register_as_of":"2026-09-24","financials_updated":"2026-09-27","rating_computed":"2026-09-26","generated_at":"2026-09-30T14:39:07.555Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}