Hearth Trust — Social Services Charity in Lower Hutt
Hearth Trust is a Charitable Trust charity in the Social Services sector, based in Lower Hutt, Lower Hutt. Annual revenue: $0.5M NZD. Financial data as at December 2025.
Mission: Hearth Trust provides homes for people with intellectual disabilities, providing support, and enabling them to lead engaged, healthy and fulfilling lives.
- Registration Number
- CC51639
- Charity Type
- Charitable Trust
- Registration Date
- 2015-04-02
- Status
- Active
- Sector
- Social Services
- Location
- Lower Hutt, Lower Hutt
- hearthtrust@outlook.co.nz
- Data as at
- December 2025
Beneficiaries: People with disabilities
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $1.5M NZD
- Net Assets
- $1.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 12
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.4M | $1.4M |
| 2024 | $0.5M | $0.4M | $0.4M |
| 2023 | $0.4M | $0.3M | $1.3M |
| 2022 | $0.4M | $0.3M | $1.2M |
| 2021 | $0.3M | $0.2M | $1.1M |
| 2020 | $0.3M | $0.2M | $1.0M |
| 2019 | $0.2M | $0.2M | $1.0M |
| 2018 | $0.2M | $0.2M | $0.9M |
| 2017 | $0.2M | $0.1M | $0.9M |
| 2016 | $0.1M | $0.1M | $0.8M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Jacira Barreto | Trustee | 2025-08-01 |
| Columba Dubieniec | Secretary, Trustee | 2023-01-01 |
| James Stewart | Treasurer, Trustee | 2020-06-09 |
| Rosaleen Chadwick | Chair | 2015-03-31 |
Former Officers (5)
- Alice Kurucake — Trustee (departed 2025-08-01)
- Skye Chadwick — Trustee (departed 2023-12-05)
- Courtney Stubbins — Trustee (departed 2020-06-09)
- Denise Morgan — Trustee (departed 2020-06-09)
- Noel Chadwick — Trustee (departed 2019-11-17)
Funding Sources
- Kiwi Gaming Foundation Limited — $6,000
- Pub Charity Limited — $3,000
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Hearth Trust
Financial data as at December 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$468.0K
$414.2K
$1.5M
12
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Hearth Trust provides homes for people with intellectual disabilities, providing support, and enabling them to lead engaged, healthy and fulfilling lives.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (11 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 169 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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.
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