Higgins Bequest TrustReligion Charity in Christchurch

Higgins Bequest Trust is a Trust charity in the Religion sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity B- (72.7/100). Annual revenue: $0.6M NZD. Financial data as at June 2025.

Mission: To provide funds for the spiritual, pastoral, emotional and social needs, development, maintenance and implementation of services for health care, and for other areas associated with the charitable care or support for the elderly in the Hawkes Bay area.

Registration Number
CC42482
Charity Type
Trust
Registration Date
2009-10-05
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Religion
Location
Christchurch, Christchurch
Email
jupaulcasey@hotmail.com
Funder Status
Grant-making charity (endowment)
Data as at
June 2025

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.1M NZD
Total Assets
$5.4M NZD
Net Assets
$5.4M NZD
Reserve Months
525.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.6M$0.1M$5.4M
2024$0.8M$0.1M$4.9M
2023$0.7M$0.1M$4.2M
2022$0.1M$0.5M$3.6M
2021$0.7M$0.1M$3.9M
2020$0.5M$0.1M$3.3M
2019$0.3M$0.1M$2.9M
2018$0.6M$0.1M$2.7M
2017$0.4M$0.1M$2.1M
2016$0.1M$0.1M$1.8M

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (15)

  • BRENDAN CALLAGHANTrustee
  • Gerard StriblingTrustee (departed 2025-05-31)
  • Mirinda RobertsonTrustee (departed 2021-05-27)
  • Margaret O'KeefeTrustee
  • Peter DoodyTrustee
  • Jocelyn MorrinTrustee
  • Betty BunzTrustee (departed 2017-12-13)
  • Moana O HinerangiTrustee (departed 2016-10-19)
  • Timothy GrahamTrustee (departed 2017-12-14)
  • Richard SmaillTrustee (departed 2013-09-30)
  • Paul CaseyTrustee
  • Garry DonnithorneTrustee
  • Stephan CoakleyTrustee (departed 2022-11-29)
  • Kevin LawsonTrustee (departed 2017-12-13)
  • Patricia WoodTrustee

Similar Charities in Religion

FunderReligionTrustEndowment

Higgins Bequest Trust

CC42482Christchurch, ChristchurchRegistered 5 Oct 2009
Data updated: Yesterday
Financials30 Jun 2025Ratingyesterday

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

B-
73/100
Financial
76
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 7. 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

$615.7K

Expenses

$123.7K

Assets

$5.4M

Financial data from Charities Services annual return (FY2025). 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.

Funder Profile

Grantmaker

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

Funding Sectors
HealthSocial ServicesCommunity Development
Beneficiaries
Elderly
Geographic Focus
Hawke's Bay

About

Mission

To provide funds for the spiritual, pastoral, emotional and social needs, development, maintenance and implementation of services for health care, and for other areas associated with the charitable care or support for the elderly in the Hawkes Bay area.

Key Statistics

Annual Revenue
$615.7K
Total Expenses
$123.7K
Net Assets
$5.4M
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 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

30
Score /100
Concentrated
HHI: 6,959
High Concentration: 81% of revenue from Other
Other81.3%
Investment Income18.7%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
73
#8/199
Revenue
$616K
#7/199
Reserve Months
525.6
#1/199
Surplus
$492K
#1/199
Staff Cost %
0%
#1/199

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

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
65
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC42482
Entity TypeTrust
Registered5 Oct 2009
StatusRegistered

Sector & Activities

Primary Sector
Religion

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: 13 September 2026.