Christchurch Heart Institute Trust — Health Charity in Christchurch

Christchurch Heart Institute Trust is a Charitable Trust charity in the Health sector, based in Christchurch, Christchurch. CharityData rates this charity B (76.6/100). Annual revenue: $0.5M NZD. Financial data as at March 2026.

Mission: The purpose of the Trust is to further research into improved diagnosis, better prediction and advanced treatments for heart disease.

Registration Number
CC20213
Charity Type
Charitable Trust
Registration Date
2007-12-09
Status
Active
CharityData Rating
B (76.6/100)
Sector
Health
Location
Christchurch, Christchurch
Email
michaelw@mackaybailey.co.nz
Data as at
March 2026

Beneficiaries: General public, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.2M NZD
Total Assets
$3.3M NZD
Net Assets
$3.3M NZD
Reserve Months
0.5 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.5M$0.2M$3.3M
2025$0.2M$0.2M$3.0M
2024$0.4M$0.4M$3.0M
2023$0.1M$0.2M$3.0M
2022$0.1M$0.6M$3.1M
2021$0.4M$1.0M$3.5M
2020$0.4M$0.9M$4.1M
2019$0.2M$0.6M$4.6M
2018$0.7M$0.4M$5.0M
2017$0.6M$0.3M$4.7M

CharityData Rating

Overall Grade
B
Overall Score
76.6/100
Financial Score
81.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Philip AdamsonTrustee2022-09-30
Anna PilbrowTrustee2022-09-30
Christopher PembertonTrustee2012-04-04
Christopher CharlesTrustee2012-04-04
Gail JansenTrustee2012-04-04
Craig ThompsonTrustee2012-04-04
Arthur Mark RichardsTrustee2007-09-20
Richard William TroughtonTrustee2007-09-20
John George LainchburyTrustee2007-09-20

Former Officers (8)

  • Geoffrey Clare — Trustee (departed 2020-12-31)
  • David Murdoch — Trustee (departed 2022-09-30)
  • Gerry Devlin — Trustee (departed 2022-09-30)
  • Anne Cameron — Trustee (departed 2022-09-30)
  • Peter Joyce — Trustee (departed 2017-03-21)
  • Norman Sharpe — Trustee (departed 2014-04-30)
  • John Louis Woodward — Trustee (departed 2020-12-31)
  • Michael Gary Nicholls — Trustee (departed 2012-04-03)

Similar Charities in Health

HealthCharitable Trust

Christchurch Heart Institute Trust

CC20213Christchurch, ChristchurchRegistered 9 Dec 2007
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Financial
82
Governance
65
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 9. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$452.2K

Expenses

$194.0K

Assets

$3.3M

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The purpose of the Trust is to further research into improved diagnosis, better prediction and advanced treatments for heart disease.

Who We Serve

Beneficiaries
General publicPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$452.2K
Total Expenses
$194.0K
Net Assets
$3.3M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.5mo
Could operate 2.5 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

65
Score /100
Moderate
HHI: 3,516
Other39.0%
Investment Income38.7%
Donations22.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 138 peers · Health · $100K – $1M

Rating Score
77
#17/139
Revenue
$452K
#34/139
Reserve Months
0.5
#1/139
Surplus
$258K
#9/139
Staff Cost %
0%
#1/139

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B
Score: 76.6/100
Financial
81.5
Governance
65
Transparency
65
Why this grade: Financial 82 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC20213
Entity TypeCharitable Trust
Registered9 Dec 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Feb 2001
Registered office
C/-Mackintosh, Bradley & Price Level 5, 88 Division Street Christchurch 8041, Christchurch

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacySponsors / undertakes research

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice.