HOPENZ Charitable Trust — Health Charity in Palmerston North
HOPENZ Charitable Trust is a Trust charity in the Health sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.
Mission: The mission and vision of HOPENZ Charitable Trust is to “transform the lives of the poor, creating sustainable communities where people want to live, and where they can have access to healthy water, enough good food, education, and environmental responsibility to allow them to sustain and continually improve their quality of life.
- Registration Number
- CC24326
- Charity Type
- Trust
- Registration Date
- 2008-05-13
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Health
- Location
- Palmerston North, Palmerston North
- info@hopenz.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, Older people, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 121.6 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.1M | - |
| 2021 | $0.1M | $0.0M | $0.1M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.1M | $0.1M | $0.0M |
| 2018 | $0.2M | $0.3M | $0.0M |
| 2017 | $0.2M | $0.1M | $0.2M |
| 2016 | $0.3M | $0.3M | $0.1M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (15)
- Anna Woolston — Director
- Campbell Brown — Director
- Jasmine McCracken — Director (departed 2024-03-31)
- Antony Mackereth — Director
- Anthony MacKereth — Director (departed 2021-03-28)
- Richard Tankersley — Director-Chairman
- Andrew Brown — Director (departed 2024-05-13)
- Gordon Mcivor — Director
- Richard Burne — Trustee (departed 2016-09-20)
- Angela Yule — Trustee (departed 2017-04-01)
- Barbara Stuckey — Chair (departed 2020-01-01)
- Richard Brown — Director (departed 2021-04-21)
- Patricia Horne — Treasurer (departed 2015-04-01)
- Heugh Drummond — Trustee (departed 2008-04-21)
- Kurt Boyle — Trustee (departed 2015-04-01)
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
HOPENZ Charitable Trust
Financial data as at March 2025. Sourced from Charities Services register.
$38.3K
$12.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The mission and vision of HOPENZ Charitable Trust is to “transform the lives of the poor, creating sustainable communities where people want to live, and where they can have access to healthy water, enough good food, education, and environmental responsibility to allow them to sustain and continually improve their quality of life.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 265 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2018Contact Details
Registration
Companies Office
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: 30 September 2026.
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