North Haven Hospice Endowment Trust — Health Charity in Whangarei
North Haven Hospice Endowment Trust is a Trust charity in the Health sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. Annual revenue: $1.1M NZD. Financial data as at June 2017.
Mission: The North Haven Hospice Endowment Trust was formed to hold and accumulate assets and to receive donations, gifts, legacies and bequests on behalf of the North Haven Hospice Society Incorporated
- Registration Number
- CC25624
- Charity Type
- Trust
- Registration Date
- 2008-06-09
- Status
- Active
- Sector
- Health
- Location
- Whangarei, Whangarei
- HelenB@northhavenhospice.org.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2017
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $11.0M NZD
- Net Assets
- $10.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2017-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2017 | $1.1M | $0.2M | $10.9M |
| 2016 | $0.5M | $0.4M | $10.1M |
| 2015 | $1.3M | $0.2M | $9.9M |
| 2014 | $1.2M | $0.3M | $8.8M |
| 2013 | $1.7M | $0.1M | $7.9M |
| 2012 | $0.8M | $0.2M | $6.3M |
| 2011 | $0.9M | $0.1M | $5.8M |
| 2010 | $1.4M | $0.1M | $5.0M |
| 2009 | $0.1M | $0.3M | $3.7M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Grant Stevens | Trustee | 2024-07-11 |
| Christopher Farrelly | Trustee | 2023-12-21 |
| William Mallett | Trustee | 2023-04-27 |
| Irene Durham | Trustee | 2006-05-31 |
| Geoffrey King | Trustee | 2006-05-31 |
Former Officers (7)
- Stuart Spicer — Trustee (departed 2025-10-28)
- Colin Campbell — Trustee (departed 2022-10-03)
- Rodney Chan — Trustee (departed 2020-03-20)
- Clare Davies-Colley — Trustee (departed 2011-12-11)
- James Kilpatrick — Trustee (departed 2024-06-25)
- Katharine Bowden — Trustee (departed 2009-12-01)
- Murray Lints — Trustee (departed 2024-03-19)
Reporting Group Members
North Haven Hospice Endowment Trust files a consolidated Annual Return jointly with 1 sibling charity:
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North Haven Hospice Endowment Trust
Financial data as at June 2017. Sourced from Charities Services register.
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 (2)
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 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.
- Shared trustees with reporting-group siblingsOne current trustee also serves 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.
$1.1M
$223.1K
$11.0M
1
Financial data from Charities Services annual return (FY2017). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. North Haven Hospice Endowment Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.
Show member charities (1)
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The North Haven Hospice Endowment Trust was formed to hold and accumulate assets and to receive donations, gifts, legacies and bequests on behalf of the North Haven Hospice Society Incorporated
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 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 67 peers · Health · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 30 September 2026.
Reporting Group — Consolidated Annual Return
North Haven Hospice Endowment 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.
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