Heritage Foundation — Health Charity in Auckland
Heritage Foundation is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at March 2026.
Mission: a. Providing counselling services to the Asian community with a focus on young people and the elderly; b. Provision of educational classes including religious teachings and language courses with a focus on young peoples and the elderly in the Chinese Community c. Promoting and supporting public health services including education, counselling and rehabilitation services; d. Promoting an awareness of cultural diversity and fostering respect and understanding of different cultures;
- Registration Number
- CC60701
- Charity Type
- Trust
- Registration Date
- 2022-10-17
- Status
- Active
- Sector
- Health
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, Older people, People of a certain ethnic / racial origin
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $-0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.3M | $0.3M | $-0.0M |
| 2025 | $0.2M | $0.2M | $0.0M |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | - | - | - |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Zihe Lan | Settlor and Trustee | 2022-05-28 |
| Jingwen Wang | Settlor and Trustee | 2022-05-28 |
| Jingjing Zhang | Settlor and Trustee | 2022-05-28 |
Funding Sources
- Blue Sky Community Trust — $157,678.15
- Milestone Foundation Limited — $15,862.59
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Heritage Foundation
Financial data as at March 2026. Sourced from Charities Services register.
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 →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 registerNo chair or presiding role is recorded in the register for this board of 3. 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.
$286.5K
$303.0K
$32.0K
4
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
a. Providing counselling services to the Asian community with a focus on young people and the elderly; b. Provision of educational classes including religious teachings and language courses with a focus on young peoples and the elderly in the Chinese Community c. Promoting and supporting public health services including education, counselling and rehabilitation services; d. Promoting an awareness of cultural diversity and fostering respect and understanding of different cultures;
Who We Serve
Key Statistics
Financial Trends
Financial Trends (4 Years)
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 157 peers · Health · $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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Sector & Activities
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.
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