Nelson Tasman Region Hospice Investment Trust — Health Charity in Nelson

Nelson Tasman Region Hospice Investment Trust is a Trust charity in the Health sector, based in Nelson, Nelson. Annual revenue: $6.6M NZD. Financial data as at June 2019.

Mission: The Nelson Tasman Region Hospice Investment Trust is a charitable trust formed to independently manage the Group's assets and investments. The sole beneficiary of NTRHIT is Nelson Tasman Region Hospice Trust.

Registration Number
CC24112
Charity Type
Trust
Registration Date
2008-05-08
Status
Active
Sector
Health
Location
Nelson, Nelson
Email
brian.johnston@nelsonhospice.org.nz
Data as at
June 2019

Beneficiaries: General public

Financial Summary

Total Revenue
$6.6M NZD
Total Expenses
$0.1M NZD
Total Assets
$18.5M NZD
Net Assets
$18.5M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2019-06-30

Financial History

YearRevenueExpensesNet Assets
2019$6.6M$0.1M$18.5M
2018$3.9M$0.8M$12.0M
2017$1.4M$0.7M$10.1M
2016$1.8M$0.7M$10.1M
2015$1.7M$0.7M$9.4M
2014$1.7M$0.7M$8.9M
2013$1.6M$0.7M$8.8M
2012$1.6M$0.6M$9.0M
2011$1.9M$0.5M$8.0M
2010$2.2M$0.4M$6.6M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
John AylingTrustee2018-11-28

Former Officers (16)

  • Brian Johnston — Secretary
  • John Charleton — Chair
  • Jonathan Isaac Ayling — Trustee
  • Bruce Thomas — Secretary (departed 2023-03-01)
  • John Peters — Chair (departed 2025-10-23)
  • Craig Dennis — Trustee (departed 2019-07-08)
  • John Murray — Trustee
  • Christine Hatton — Trustee (departed 2018-03-01)
  • Keith Palmer — Trustee (departed 2017-10-10)
  • Paul McIntyre — Trustee (departed 2017-03-31)
  • Paul Kelly — Trustee (departed 2018-03-01)
  • Cataldo Miccio — Trustee (departed 2015-06-25)
  • Dorothy Matthews — Trustee (departed 2013-09-25)
  • Elspeth Kennedy — Trustee (departed 2016-03-31)
  • Peter Goodman — Trustee (departed 2013-09-25)
  • David Hector — Secretary (departed 2018-08-06)

Reporting Group Members

Nelson Tasman Region Hospice Investment Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Health

HealthTrust

Nelson Tasman Region Hospice Investment Trust

CC24112Nelson, NelsonRegistered 8 May 2008
Data updated: 4 days ago
Financials30 Jun 2019Rating2d ago

Financial data as at June 2019. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

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.

  • Shared trustees with reporting-group siblings
    3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$6.6M

Expenses

$57.2K

Assets

$18.5M

Financial data from Charities Services annual return (FY2019). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. Nelson Tasman Region Hospice Investment Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

About

Mission

The Nelson Tasman Region Hospice Investment Trust is a charitable trust formed to independently manage the Group's assets and investments. The sole beneficiary of NTRHIT is Nelson Tasman Region Hospice Trust.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$6.6M
Total Expenses
$57.2K
Net Assets
$18.5M
Volunteers
0

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
13.1mo
Could operate 13.1 months with zero revenue
Healthy
Fundraising Cost
$0.00
Costs $0.00 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

9
Score /100
Highly Concentrated
HHI: 9,079
High Concentration: 95% of revenue from Donations
Donations95.2%
Investment Income3.9%
Other0.9%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$6.6M
#8/68
Reserve Months
0.0
#1/68
Surplus
$6.5M
#2/68
Staff Cost %
0%
#1/68

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

Rating

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

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Contact Details

Registration

Registration NumberCC24112
Entity TypeTrust
Registered8 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Dec 1999
Registered office
331 Suffolk Road, Stoke, Nelson

Sector & Activities

Primary Sector
Health
Activities
Provides other finance (e.g. investment funds)

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.

Reporting Group — Consolidated Annual Return

Nelson Tasman Region Hospice Investment Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.