# The William Harvey Trust

**Charities Register number:** CC25025
**Status:** Registered
**Registered since:** 2008-05-28
**Sector:** Animal Welfare
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Income payable to such charitable purposes as Trust Committee shall determine from time to time at sole discretion. Settlors recorded a desire that the Committee shall not allocate income between more than 3 charitable institutions

## CharityData rating

- **Grade:** B (76.7 / 100)
- **Financial health:** 86/100
- **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 2025-09-30)

- **Total revenue:** NZ$70k
- **Total expenses:** NZ$159k
- **Surplus / deficit:** NZ$-89k
- **Total assets:** NZ$2.51M
- **Total liabilities:** NZ$142k
- **Net assets:** NZ$2.36M
- **Cash reserves:** NZ$254k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c9dc80f7-8b9e-f011-bb48-000d3acc4199&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 |
|---|---|---|---|---|
| 2025-09-30 | NZ$70k | NZ$159k | NZ$-89k | NZ$2.36M |
| 2024-09-30 | NZ$83k | NZ$42k | NZ$41k | NZ$2.21M |
| 2023-09-30 | NZ$67k | NZ$32k | NZ$35k | NZ$2.00M |
| 2022-09-30 | NZ$66k | NZ$74k | not disclosed | NZ$1.94M |
| 2021-09-30 | NZ$45k | NZ$150k | not disclosed | NZ$2.11M |
| 2020-09-30 | NZ$52k | NZ$29k | not disclosed | NZ$2.06M |
| 2019-09-30 | NZ$62k | NZ$28k | not disclosed | NZ$2.10M |
| 2018-09-30 | NZ$54k | NZ$103k | not disclosed | NZ$1.93M |
| 2017-09-30 | NZ$57k | NZ$27k | not disclosed | NZ$1.72M |
| 2016-09-30 | NZ$121k | NZ$25k | not disclosed | NZ$1.62M |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no
- **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=CC25025) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- 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/the-william-harvey-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-william-harvey-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-william-harvey-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC25025

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-william-harvey-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 2026-10-01T01:26:46.305Z.