# Herbert and Doreen Neely Charitable Trust

**Charities Register number:** CC23782
**Status:** Registered
**Registered since:** 2008-05-01
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## 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.

## CharityData rating

- **Grade:** B- (71.4 / 100)
- **Financial health:** 78.5/100
- **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 2026-03-31)

- **Total revenue:** NZ$9k
- **Total expenses:** NZ$17k
- **Surplus / deficit:** NZ$-9k
- **Total assets:** NZ$306k
- **Total liabilities:** NZ$416
- **Net assets:** NZ$305k
- **Cash reserves:** NZ$27k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=76edf3df-912d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$9k | NZ$17k | NZ$-9k | NZ$305k |
| 2025-03-31 | NZ$16k | NZ$13k | NZ$2k | NZ$299k |
| 2024-03-31 | NZ$9k | NZ$9k | NZ$131 | NZ$296k |
| 2023-03-31 | NZ$8k | NZ$7k | not disclosed | NZ$275k |
| 2022-03-31 | NZ$7k | NZ$15k | not disclosed | NZ$281k |
| 2021-03-31 | NZ$6k | NZ$9k | not disclosed | NZ$288k |
| 2020-03-31 | NZ$7k | NZ$9k | not disclosed | NZ$260k |
| 2019-03-31 | NZ$11k | NZ$9k | not disclosed | NZ$279k |
| 2018-03-31 | NZ$11k | NZ$8k | not disclosed | NZ$267k |
| 2017-03-31 | NZ$10k | NZ$12k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23782) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-27
- 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/herbert-and-doreen-neely-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/herbert-and-doreen-neely-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/herbert-and-doreen-neely-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23782

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/herbert-and-doreen-neely-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 2026-09-29T12:16:59.290Z.