Hugh Green Foundation — Health Charity in Auckland

Hugh Green Foundation is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (78.3/100). Annual revenue: $12.6M NZD. Financial data as at March 2026.

Hugh Green Foundation is part of the same organisation as Hugh Green Charitable Trust Limited (CC39544). Each registration files its own accounts.

Mission: The Hugh Green Foundation supports groups working within the areas of: - Medical Research and Innovation - Education Equity - Health Equity - Community Development

Registration Number
CC28792
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (78.3/100)
Sector
Health
Location
Auckland, Auckland
Email
Lorraine@hgfoundation.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$12.6M NZD
Total Expenses
$3.7M NZD
Total Assets
$176.7M NZD
Net Assets
$167.7M NZD
Reserve Months
24.4 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$12.6M$3.7M$167.7M
2025$11.6M$3.9M$158.8M
2024$16.5M$22.0M$151.1M
2023$18.1M$13.5M$156.6M
2022$10.7M$2.9M$152.0M
2021$9.1M$3.6M$142.1M
2020$82.0M$22.5M$131.0M
2019$2.9M$12.5M$125.5M
2018$6.1M$8.8M$132.0M
2017$8.6M$5.4M$129.9M

CharityData Rating

Overall Grade
B
Overall Score
78.3/100
Financial Score
84
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Shalini AndersonTrustee2026-08-27
Hannah BarrettTrustee2026-08-27

Former Officers (10)

  • Catherine Green — Trustee
  • Moira Green — Trustee (departed 2021-03-31)
  • Michael Fisher — Trustee (departed 2026-08-27)
  • John Green — Trustee
  • Frances Green — Trustee
  • Robert Carter — Trustee (departed 2013-12-15)
  • Ian Narev — Trustee (departed 2008-05-14)
  • Hugh Green — Trustee (departed 2012-07-13)
  • Robert Narev — Trustee (departed 2023-12-06)
  • Maryanne Green — Trustee (departed 2011-08-24)

Executive Compensation

NameRoleCompensationYear
LC MentzChief Executive$288,000-
LC MentzChief Executive$288,0002025
Board/Trustees (unpaid)Trustees$0-
Board/Trustees (unpaid)Trustees$02025

Service Providers

  • Vatsana Vanpraseuth

Similar Charities in Health

FunderHealthTrustFoundation

Hugh Green Foundation

CC28792Auckland, AucklandRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

B
78/100
Financial
84
Governance
65
Transparency
85

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 5. 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

$12.6M

Expenses

$3.7M

Assets

$176.7M

Financial data from Charities Services annual return (FY2026). 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.

Relationship: related_entity

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
HealthEducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Hugh Green Foundation supports groups working within the areas of: - Medical Research and Innovation - Education Equity - Health Equity - Community Development

Who We Serve

Beneficiaries
Children / young peopleGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$12.6M
Total Expenses
$3.7M
Net Assets
$167.7M

Financial Trends

Financial Trends (16 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
24.4mo
Could operate 24.4 months with zero revenue
Over-capitalized
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

2
Score /100
Highly Concentrated
HHI: 9,802
High Concentration: 99% of revenue from Investment Income
Investment Income99.0%
Other1.0%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
78
#5/11
Revenue
$12.6M
#8/11
Reserve Months
24.4
#1/11
Surplus
$8.9M
#1/11
Staff Cost %
0%
#1/11

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

Rating History

B
2026
Score: 78.3
Financial: 84 | Governance: 65 | Transparency: 85
Current
C-
2025
Score: 55.3
Financial: 84 | Governance: 55 | Transparency: 65

Rating

B
Score: 78.3/100
Financial
84
Governance
65
Transparency
85
Why this grade: Financial 84 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC28792
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Dec 1998
Registered office
Level 2, 8 Gloucester Park Road, Onehunga, Auckland

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides other finance (e.g. investment funds)Sponsors / undertakes researchOther - Acts an Umbrella body

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.