Halberg Foundation — Arts & Culture Charity in Auckland

Halberg Foundation is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $2.5M NZD. 1 red flag detected. Financial data as at June 2016.

Mission: All young people with physical disabilities have access to participate in sport and recreation. Bringing about moments of joy in sport and recreation for Kiwis with physical disabilities.

Registration Number
CC35558
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Arts & Culture
Location
Auckland, Auckland
Website
http://www.halberg.co.nz
Email
anne-maree@halberg.co.nz
Funder Status
Grant-making charity (iwi_trust)
Data as at
June 2016

Beneficiaries: Children / young people, Family / whanau, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$2.5M NZD
Total Expenses
$2.5M NZD
Total Assets
$1.5M NZD
Net Assets
$1.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
19
Volunteers
0
Financial Year End
2016-06-30

Financial History

YearRevenueExpensesNet Assets
2016$2.5M$2.5M$1.2M
2015$2.6M$2.6M$0.0M
2014$2.2M$2.2M$0.1M
2013$2.3M$2.2M$-0.0M
2012$1.8M$1.7M$0.2M
2011$1.7M$1.6M$0.1M
2010$1.7M$1.7M$1.1M
2009$2.1M$2.1M$1.0M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Kylie CleggTrustee-
Miles HurrellBoard Member & Trustee2025-11-11
Nicholas AstwickBoard Member & Trustee2025-11-11
Michael BoggsBoard Member/trustee2024-11-04
Alice MewBoard Member/trustee2024-11-04
George BridgewaterBoard Member & Trustee2022-11-16
Meg MatthewsBoard Member & Trustee2017-11-20
Raylene BatesBoard Member & Trustee2017-11-20

Former Officers (61)

  • Carolyn Mary Steele — Board Chair & Trustee (departed 2024-11-04)
  • Wayne Boyd — Board Chair (departed 2019-04-08)
  • Duane Kale — Board Member & Trustee (departed 2025-11-11)
  • Dean Bracewell — Board Member & Trustee (departed 2025-11-11)
  • Lance O'Sullivan — Trustee (departed 2020-02-19)
  • Phillip Tataurangi — Trustee (departed 2016-11-21)
  • Craig Cumming — Trustee (departed 2016-11-21)
  • Dean Galt — Trustee (departed 2016-11-21)
  • Grant Graham — Trustee (departed 2016-11-21)
  • Helen Mahon-Stroud — Trustee (departed 2016-11-21)
  • James Jung — Trustee (departed 2016-11-21)
  • John Anderson — Trustee (departed 2016-11-21)
  • Jon Tanner — Trustee (departed 2016-11-21)
  • Matthew Cooper — Board Member & Trustee (departed 2022-11-16)
  • Stewart Harrison — Trustee (departed 2016-11-21)
  • Scott Stevenson — Trustee (departed 2016-11-21)
  • Kevin Malloy — Board Member & Trustee (departed 2024-11-04)
  • Warwick Jones — Trustee (departed 2016-11-21)
  • Patrick Kenny — Trustee (departed 2016-11-21)
  • Trevor Thornton — Trustee (departed 2016-11-21)

Funding Sources

  • Aotearoa Gaming Foundation — $645,918
  • New Zealand Community Trust — $579,150
  • The Lion Foundation — $50,000
  • Lion Foundation — $45,000
  • Grassroots Trust Limited — $35,000
  • Foundation North — $21,875

Reporting Group Members

Halberg Foundation files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Arts & Culture

Halberg Foundation logo
FunderArts & CultureTrustIwi Trust

Halberg Foundation

CC35558Auckland, AucklandRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2016Rating2d ago

Financial data as at June 2016. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

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.

  • Shared trustees with reporting-group siblings
    3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$2.5M

Expenses

$2.5M

Assets

$1.5M

Staff

19

Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Reporting group parent. Halberg Foundation files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Arts & CultureSports & Recreation
Beneficiaries
YouthMāoriPeople with Disabilities
Geographic Focus
Auckland

Funded By

Registered charities that have funded this organisation.

About

Mission

All young people with physical disabilities have access to participate in sport and recreation. Bringing about moments of joy in sport and recreation for Kiwis with physical disabilities.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$2.5M
Total Expenses
$2.5M
Net Assets
$1.2M
Staff
19
employees
Volunteers
0

Financial Trends

Financial Trends (8 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
5.2mo
Could operate 5.2 months with zero revenue
Low reserves
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

37
Score /100
Concentrated
HHI: 6,255
Donations75.6%
Other23.2%
Investment Income1.3%

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

Peer Comparison

Ranked against 22 peers · Arts & Culture · $1M – $10M

Rating Score
0
#14/23
Revenue
$2.5M
#10/23
Reserve Months
0.0
#1/23
Surplus
$38K
#9/23
Staff Cost %
0%
#1/23

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC35558
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 May 1993
Registered office
Unit 2.5 - 1 Cleveland Road, Parnell, Auckland

Sector & Activities

Primary Sector
Arts & Culture
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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. Last updated: 28 September 2026.

Reporting Group — Consolidated Annual Return

Halberg Foundation is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.