The Heart Trust — Health Charity in Hamilton
The Heart Trust is a Trust charity in the Health sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: The Heart Trust is a specialist funding trust that supports cardiac services at Waikato Hospital by helping to provide state of the art technology and equipment. It is an incorporated charitable trust dedicated to improving the quality of life of heart patients living in the mid North Island. The Heart Trust acts to speed up access to world-class diagnostic and treatment services for people living in Waikato, Bay of Plenty, Thames/Coromandel, Taranaki and Gisborne/Tairawhiti - also known as the Midland health region. Working in partnership with the Te Whatu Ora Waikato, the Trust helps provide funding for innovative technology and services not yet provided by the Te Whatu Ora through existing funding channels. Often the Government funding pool can't meet the community's needs as fast as desired, so the Trust helps bridge the gap so equipment and services are available sooner.
- Registration Number
- CC24597
- Charity Type
- Trust
- Registration Date
- 2008-05-20
- Status
- Active
- Sector
- Health
- Location
- Hamilton, Hamilton
- Website
- https://www.thehearttrust.org.nz
- info@thehearttrust.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | $0.2M |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.1M | - |
| 2023 | $0.0M | $0.1M | - |
| 2022 | $0.0M | $0.1M | - |
| 2021 | $0.0M | $0.1M | - |
| 2020 | $0.0M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $0.5M |
| 2018 | $0.0M | $0.1M | - |
| 2017 | $0.1M | $0.1M | $0.6M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (20)
- Kevin Johnson — Trustee
- Madhav Menon — Trustee
- Kevin Healey — Trustee (departed 2019-12-01)
- Pranesh Jogia — Trustee
- Gerard van den Heuvel — Trustee (departed 2025-10-08)
- Adam Gamel — Trustee (departed 2023-03-31)
- Geoff McDonald — Trustee (departed 2017-07-26)
- Nelson Rangi — Trustee (departed 2010-09-29)
- Leonie Tisch — Trustee
- Gerry Devlin — Trustee (departed 2016-08-10)
- Ann Cloke — Trustee (departed 2017-06-02)
- Ernestine Ryburn — Trustee (departed 2010-09-29)
- Lawrence Burns — Trusteee (departed 2014-07-21)
- Chris Milne — Trustee
- Clyde Wade — Trustee
- Denis Friedlander — Trustee (departed 2022-02-01)
- John Hutton — Trustee (departed 2015-08-06)
- Sue Martin — Trustee
- Donald Johnston — Trustee (departed 2010-09-29)
- George Vickers — Trustee (departed 2017-07-26)
Similar Charities in Health
- Whakaatu Whanaunga Trust — Health
- Hospice Eastern Bay of Plenty — Health
- Te Runanga O Ngati Rehia Trust — Health
- The Tongan Health Society Incorporated — Health
- Schizophrenia Fellowship Wellington Branch Incorporated — Health
The Heart Trust
Financial data as at March 2026. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
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 designatedBoard of 7 with no chair designated on the register
- Reserves high for operating sizeReserves cover ~97 months of expenses on $11K revenue — very high for an operating charity this size
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.
$11.0K
$23.1K
$187.0K
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Heart Trust is a specialist funding trust that supports cardiac services at Waikato Hospital by helping to provide state of the art technology and equipment. It is an incorporated charitable trust dedicated to improving the quality of life of heart patients living in the mid North Island. The Heart Trust acts to speed up access to world-class diagnostic and treatment services for people living in Waikato, Bay of Plenty, Thames/Coromandel, Taranaki and Gisborne/Tairawhiti - also known as the Midland health region. Working in partnership with the Te Whatu Ora Waikato, the Trust helps provide funding for innovative technology and services not yet provided by the Te Whatu Ora through existing funding channels. Often the Government funding pool can't meet the community's needs as fast as desired, so the Trust helps bridge the gap so equipment and services are available sooner.
Key Statistics
Financial Trends
Financial Trends (18 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 239 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 History
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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: 11 September 2026.
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