# The Heart Trust

**Charities Register number:** CC24597
**Status:** Registered
**Registered since:** 2008-05-20
**Sector:** Health
**ICNPO group:** Health
**Region:** Hamilton
**NZBN:** 9429042883609
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Heart Trust is a specialist funding trust that supports cardiac services at Waikato Hospital by helping to provide state of the art technology and equipment. It is an incorporated charitable trust dedicated to improving the quality of life of heart patients living in the mid North Island. The Heart Trust acts to speed up access to world-class diagnostic and treatment services for people living in Waikato, Bay of Plenty, Thames/Coromandel, Taranaki and Gisborne/Tairawhiti - also known as the Midland health region. Working in partnership with the Te Whatu Ora Waikato, the Trust helps provide funding for innovative technology and services not yet provided by the Te Whatu Ora through existing funding channels. Often the Government funding pool can't meet the community's needs as fast as desired, so the Trust helps bridge the gap so equipment and services are available sooner.

## CharityData rating

- **Not rated** — The charity type has not been classified yet, so no scoring template applies and the grade is withheld.
- **Status code:** `unclassified`
- **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$11k
- **Total expenses:** NZ$23k
- **Surplus / deficit:** NZ$-12k
- **Total assets:** NZ$187k
- **Total liabilities:** NZ$0
- **Net assets:** NZ$187k
- **Donations:** NZ$0
- **Staff costs:** NZ$2k
- **Paid staff:** 1
- **Reporting tier:** Tier3

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$11k | NZ$23k | NZ$-12k | NZ$187k |
| 2025-03-31 | NZ$13k | NZ$12k | NZ$2k | not disclosed |
| 2024-03-31 | NZ$12k | NZ$55k | NZ$-43k | not disclosed |
| 2023-03-31 | NZ$31k | NZ$81k | not disclosed | not disclosed |
| 2022-03-31 | NZ$30k | NZ$88k | not disclosed | not disclosed |
| 2021-03-31 | NZ$22k | NZ$83k | not disclosed | not disclosed |
| 2020-03-31 | NZ$17k | NZ$71k | not disclosed | not disclosed |
| 2019-03-31 | NZ$58k | NZ$102k | not disclosed | NZ$467k |
| 2018-03-31 | NZ$46k | NZ$96k | not disclosed | not disclosed |
| 2017-03-31 | NZ$62k | NZ$130k | not disclosed | NZ$597k |

## Governance

- **Officers on the register:** 7 current (20 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24597) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-01
- Financials: last updated 2026-09-11
- Rating: computed 2026-09-11
- This document generated: 2026-09-11

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/the-heart-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-heart-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-heart-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24597
- Charity website: https://www.thehearttrust.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-heart-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 2026-09-11T10:48:16.563Z.