Hearth Trust — Social Services Charity in Lower Hutt

Hearth Trust is a 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
Trust
Registration Date
2015-04-02
Status
Active
Sector
Social Services
Location
Lower Hutt, Lower Hutt
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Jacira BarretoTrustee2025-08-01
Columba DubieniecSecretary, Trustee2023-01-01
James StewartTreasurer, Trustee2020-06-09
Rosaleen ChadwickChairperson, Trustee2015-03-31

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

Similar Charities in Social Services

Social ServicesTrust

Hearth Trust

CC51639Lower Hutt, Lower HuttRegistered 2 Apr 2015
Data updated: 4 days ago
Financials9mo agoRatingyesterday

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. 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 the $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$468.0K

Expenses

$414.2K

Assets

$1.5M

Staff

12

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Hearth Trust provides homes for people with intellectual disabilities, providing support, and enabling them to lead engaged, healthy and fulfilling lives.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$468.0K
Total Expenses
$414.2K
Net Assets
$1.4M
Staff
12
employees

Financial Trends

Financial Trends (11 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
3.3mo
Could operate 3.3 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

18
Score /100
Highly Concentrated
HHI: 8,198
High Concentration: 90% of revenue from Other
Other90.3%
Government Grants5.1%
Investment Income4.2%
Donations0.4%

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

Peer Comparison

Ranked against 140 peers · Social Services · $100K – $1M

Rating Score
0
#33/141
Revenue
$468K
#47/141
Reserve Months
0.0
#1/141
Surplus
$54K
#47/141
Staff Cost %
76%
#141/141

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC51639
Entity TypeTrust
Registered2 Apr 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Apr 2015
Registered office
2 Catherine Grove, Tirohanga, Lower Hutt

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides 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: 27 September 2026.