# Nelson Tasman Region Hospice Investment Trust

**Charities Register number:** CC24112
**Status:** Registered
**Registered since:** 2008-05-08
**Sector:** Health
**ICNPO group:** Health
**Region:** Nelson
**NZBN:** 9429042964100
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Nelson Tasman Region Hospice Investment Trust is a charitable trust formed to independently manage the Group's assets and investments. The sole beneficiary of NTRHIT is Nelson Tasman Region Hospice Trust.

## CharityData rating

- **Not rated** — The most recent annual return on the register is too old to score.
- **Status code:** `stale_data`
- **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 2019-06-30)

- **Total revenue:** NZ$6.56M
- **Total expenses:** NZ$57k
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$18.51M
- **Total liabilities:** NZ$48
- **Net assets:** NZ$18.51M
- **Cash reserves:** NZ$63k
- **Donations:** NZ$6.24M
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6ebdf9c8-ce9b-e911-9f99-00155d6b7730&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 |
|---|---|---|---|---|
| 2019-06-30 | NZ$6.56M | NZ$57k | not disclosed | NZ$18.51M |
| 2018-06-30 | NZ$3.92M | NZ$777k | not disclosed | NZ$12.01M |
| 2017-06-30 | NZ$1.36M | NZ$735k | not disclosed | NZ$10.14M |
| 2016-06-30 | NZ$1.82M | NZ$722k | not disclosed | NZ$10.12M |
| 2015-06-30 | NZ$1.73M | NZ$727k | NZ$1.00M | NZ$9.38M |
| 2014-06-30 | NZ$1.68M | NZ$728k | NZ$951k | NZ$8.94M |
| 2013-06-30 | NZ$1.61M | NZ$725k | NZ$889k | NZ$8.77M |
| 2012-06-30 | NZ$1.65M | NZ$636k | NZ$1.01M | NZ$9.04M |
| 2011-06-30 | NZ$1.90M | NZ$490k | NZ$1.41M | NZ$8.03M |
| 2010-06-30 | NZ$2.19M | NZ$425k | NZ$1.76M | NZ$6.63M |

## Group consolidated filing

This charity is part of **Nelson Tasman Hospice Trust Group**, which files a consolidated return. For the year ended 2025-06-30 the group reported revenue of NZ$12.86M and expenses of NZ$9.43M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 4 current (18 including former)
- **Chair recorded:** yes
- **Auditor:** Jorgensen Accounting Specialists
- **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=CC24112) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-04-25
- Rating: computed 2026-10-01
- 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/nelson-tasman-region-hospice-investment-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/nelson-tasman-region-hospice-investment-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/nelson-tasman-region-hospice-investment-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24112

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/nelson-tasman-region-hospice-investment-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 2026-10-01T15:04:50.926Z.