OtherTrust
Halberg Endowment Fund
CC52467Auckland, AucklandRegistered 28 Jul 2015
Data updated: 20 Mar 2026
Financials30 Jun 2016Rating3w ago
F
32/100
Reduced by penalties
Financial
50
Governance
55
Transparency
65
Revenue
$131.5K
Expenses
$106.1K
Assets
$330.3K
Staff
1
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
About
Mission
The Trustees shall hold the Trust Fund upon trust to pay or apply in New Zealand the income and capital of the Trust Fund, in such amounts, at such times, and subject to such terms and conditions as the Trustees may decide to provide financial assistance to or otherwise for the benefit, education, advancement of life or personal support in any way whatever of, individuals with disabilities in New Zealand (including without limitation, to enhance the lives of physically disabled individuals in New Zealand by enabling such individuals to participate in sport and recreation).
Key Statistics
Annual Revenue
$131.5K
Total Expenses
$106.1K
Net Assets
$325.4K
Staff
1
employees
Volunteers
1
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
37.2mo
Could operate 37.2 months with zero revenue
Over-capitalized
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
1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Donations
Donations99.5%
Investment Income0.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 158 peers · Other · $100K – $1M
Rating Score
32
Revenue
$132K
Reserve Months
36.8
Surplus
$25K
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.
Contact Details
Registration
Registration NumberCC52467
Entity TypeTrust
Registered28 Jul 2015
StatusRegistered
Sector & Activities
Primary Sector
OtherData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 5 April 2026.
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