# Heritage Foundation

**Charities Register number:** CC60701
**Status:** Registered
**Registered since:** 2022-10-17
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**NZBN:** 9429050635504
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

a. Providing counselling services to the Asian community with a focus on young people and the elderly; b. Provision of educational classes including religious teachings and language courses with a focus on young peoples and the elderly in the Chinese Community c. Promoting and supporting public health services including education, counselling and rehabilitation services; d. Promoting an awareness of cultural diversity and fostering respect and understanding of different cultures;

## 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:** 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$286k
- **Total expenses:** NZ$303k
- **Surplus / deficit:** NZ$-16k
- **Total assets:** NZ$32k
- **Total liabilities:** NZ$37k
- **Net assets:** NZ$-5k
- **Cash reserves:** NZ$24k
- **Donations:** NZ$0
- **Staff costs:** NZ$154k
- **Paid staff:** 4
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a695a9d8-902d-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$286k | NZ$303k | NZ$-16k | NZ$-5k |
| 2025-03-31 | NZ$164k | NZ$168k | NZ$-4k | NZ$11k |
| 2024-03-31 | NZ$44k | NZ$19k | NZ$25k | NZ$17k |
| 2023-03-31 | not disclosed | not disclosed | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 3 current
- **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=CC60701) and on the charity's profile page.

## Disclosed funders

- **Blue Sky Community Trust** (foundation) — NZ$158k, year ended 2021-12-31
- **Milestone Foundation Limited** (foundation) — NZ$16k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-26
- Financials: last updated 2026-09-25
- 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/heritage-foundation
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/heritage-foundation/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/heritage-foundation/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60701

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/heritage-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 2026-09-29T06:08:49.458Z.