The Heart TrustHealth 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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed

Former Officers (20)

  • Kevin JohnsonTrustee
  • Madhav MenonTrustee
  • Kevin HealeyTrustee (departed 2019-12-01)
  • Pranesh JogiaTrustee
  • Gerard van den HeuvelTrustee (departed 2025-10-08)
  • Adam GamelTrustee (departed 2023-03-31)
  • Geoff McDonaldTrustee (departed 2017-07-26)
  • Nelson RangiTrustee (departed 2010-09-29)
  • Leonie TischTrustee
  • Gerry DevlinTrustee (departed 2016-08-10)
  • Ann ClokeTrustee (departed 2017-06-02)
  • Ernestine RyburnTrustee (departed 2010-09-29)
  • Lawrence BurnsTrusteee (departed 2014-07-21)
  • Chris MilneTrustee
  • Clyde WadeTrustee
  • Denis FriedlanderTrustee (departed 2022-02-01)
  • John HuttonTrustee (departed 2015-08-06)
  • Sue MartinTrustee
  • Donald JohnstonTrustee (departed 2010-09-29)
  • George VickersTrustee (departed 2017-07-26)

Similar Charities in Health

The Heart Trust logo
FunderHealthTrustTrust

The Heart Trust

CC24597Hamilton, HamiltonRegistered 20 May 2008
Data updated: 1 Sept 2026
Financials5mo agoRating10h ago

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

NR
Not ratedCharity type not yet classified — grade withheld

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 designated
    Board of 7 with no chair designated on the register
  • Reserves high for operating size
    Reserves 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.

Revenue

$11.0K

Expenses

$23.1K

Assets

$187.0K

Staff

1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
HealthArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
WaikatoBay of PlentyTaranakiGisborne

About

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.

Key Statistics

Annual Revenue
$11.0K
Total Expenses
$23.1K
Net Assets
$187.0K
Staff
1
employees

Financial Trends

Financial Trends (18 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
0mo
Could operate 0 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

36
Score /100
Concentrated
HHI: 6,415
Investment Income76.6%
Other23.4%

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

Rating Score
0
#90/240
Revenue
$11K
#151/240
Reserve Months
0.0
#1/240
Surplus
$-12K
#211/240
Staff Cost %
10%
#240/240

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
D-
2025
Score: 43.9
Financial: 63 | Governance: 65 | Transparency: 65

Rating

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

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Contact Details

Registration

Registration NumberCC24597
Entity TypeTrust
Registered20 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated31 Aug 1976
Registered office
Wel Energy House Cnr London Streets & Victoris Streets Hamilton, Hamilton

Sector & Activities

Primary Sector
Health

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.