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 2025.
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 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 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 |
| 2016 | $0.0M | $0.1M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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)
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The Heart Trust
CC24597Hamilton, HamiltonRegistered 20 May 2008
Data updated: Today
Financials31 Mar 2025Rating8h ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Volunteer / community organisation
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Revenue
$13.4K
Expenses
$11.8K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis 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
$13.4K
Total Expenses
$11.8K
Net Assets
-
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Cents to the Cause
15c
For every $1 spent, 15c reaches programs
Needs attention
Sustainability
59.2mo
Could operate 59.2 months with zero revenue
Over-capitalized
Fundraising Cost
$40.14
Costs $40.14 to raise each $1 in donations
High cost
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
31
Score /100
Concentrated
HHI: 6,899
High Concentration: 81% of revenue from Investment Income
Investment Income81.3%
Other16.9%
Donations1.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 286 peers · Health · Under $100K
Rating Score
0
Revenue
$13K
Reserve Months
0.0
Surplus
$2K
Staff Cost %
0%
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
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC24597
Entity TypeTrust
Registered20 May 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 23 April 2026.
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