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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Grant StevensTrustee2024-07-11
Christopher FarrellyTrustee2023-12-21
William MallettTrustee2023-04-27
Irene DurhamTrustee2006-05-31
Geoffrey KingTrustee2006-05-31

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:

Similar Charities in Health

FunderHealthTrustEndowment

North Haven Hospice Endowment Trust

CC25624Whangarei, WhangareiRegistered 9 Jun 2008
Data updated: 23 Sept 2026
Financials30 Jun 2017Rating4d ago

Financial data as at June 2017. 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 (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 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.
  • Shared trustees with reporting-group siblings
    One 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.

Revenue

$1.1M

Expenses

$223.1K

Assets

$11.0M

Staff

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

Grantmaker

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

Funding Sectors
Health
Beneficiaries
General Public
Geographic Focus
Northland

About

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

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$223.1K
Net Assets
$10.9M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (9 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
0.1mo
Could operate 0.1 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

55
Score /100
Concentrated
HHI: 4,519
Other61.4%
Donations20.7%
Investment Income17.9%

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
$1.1M
#66/68
Reserve Months
0.0
#1/68
Surplus
$843K
#18/68
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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Latest Audit

FY2017
Clean
2 years of audit history

Contact Details

Address
Whangarei, Whangarei

Registration

Registration NumberCC25624
Entity TypeTrust
Registered9 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Jun 2006
Registered office
24A Takahe Street, Tikipunga, Whangarei

Sector & Activities

Primary Sector
Health
Activities
Other - 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: 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.