# The Philipp Family Foundation Charitable Trust 

**Charities Register number:** CC23413
**Status:** Registered
**Registered since:** 2008-04-23
**Sector:** Health
**ICNPO group:** Health
**Region:** Wellington
**NZBN:** 9429043138876
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1-To promote the health and wellbeing of individuals and communities and in particular provide skilled leadership in health and environmental education research and development, particularly in relation to workshops, seminars and collaborative projects with Governmental, academic and private bodies pursuing similar aims. 2-Providing ongoing support and assistance for individuals, organisations and communities to develop and pursue their own programmes in respect of individual and community health including in the fields of culture and the environment to the extent that they impinge on the health of individuals and communities. 3-To provide grants and donations to non-profit community organisations and other charities for projects run by them or joint projects sharing the same or related charitable objectives.

## CharityData rating

- **Grade:** B (76.7 / 100)
- **Financial health:** 86/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (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$71k
- **Total expenses:** NZ$433k
- **Surplus / deficit:** NZ$-362k
- **Total assets:** NZ$2.11M
- **Total liabilities:** NZ$553k
- **Net assets:** NZ$1.56M
- **Cash reserves:** NZ$21k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7d2aece5-912d-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$71k | NZ$433k | NZ$-362k | NZ$1.56M |
| 2025-03-31 | NZ$638k | NZ$631k | NZ$6k | NZ$1.92M |
| 2024-03-31 | NZ$393k | NZ$402k | NZ$-9k | NZ$1.92M |
| 2023-03-31 | NZ$517k | NZ$967k | NZ$-450k | NZ$1.93M |
| 2022-03-31 | NZ$544k | NZ$821k | not disclosed | NZ$2.38M |
| 2021-03-31 | NZ$106k | NZ$729k | not disclosed | NZ$2.91M |
| 2020-03-31 | NZ$170k | NZ$807k | not disclosed | NZ$3.15M |
| 2019-03-31 | NZ$240k | NZ$776k | not disclosed | NZ$3.23M |
| 2018-03-31 | NZ$277k | NZ$268k | not disclosed | NZ$3.24M |
| 2017-03-31 | NZ$200k | NZ$473k | not disclosed | NZ$2.24M |

## Governance

- **Officers on the register:** 3 current (4 including former)
- **Chair recorded:** no
- **Auditor:** Moore Markhams
- **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=CC23413) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-11-01
- Financials: last updated 2026-11-01
- Rating: computed 2026-10-01
- This document generated: 2026-11-12

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-philipp-family-foundation-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-philipp-family-foundation-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-philipp-family-foundation-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23413

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-philipp-family-foundation-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 2026-11-12T19:39:10.036Z.