Halberg Endowment Fund — Education Charity in Auckland
Halberg Endowment Fund is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2016.
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).
- Registration Number
- CC52467
- Charity Type
- Trust
- Registration Date
- 2015-07-28
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- https://www.halberg.co.nz
- anne-maree@halberg.co.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2016
Beneficiaries: Children / young people, Other charities, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 1
- Financial Year End
- 2016-06-30
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Carolyn Mary Steele | Trustee | - |
| Kylie Clegg | Trustee | - |
| Keith Jackson | Trustee | 2018-04-30 |
| Adrienne Olsen | Trustee | 2017-07-03 |
| Richard Smith | Trustee | 2016-10-26 |
| Michael Sidey | Trustee | 2015-10-20 |
| Rob Waddell | Trustee | 2015-08-06 |
Former Officers (4)
- Wayne Boyd — Trustee (departed 2015-08-06)
- Philippa Greenwood — Trustee (departed 2017-11-29)
- Geoffrey Burgess — Executive Officer (departed 2016-12-16)
- Kerry Clark — Trustee (departed 2015-08-06)
Reporting Group Members
Halberg Endowment Fund files a consolidated Annual Return jointly with 1 sibling charity:
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Halberg Endowment Fund
Financial data as at June 2016. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$131.5K
$106.1K
$330.3K
1
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
Part of a reporting group. Halberg Endowment Fund files its annual return under the consolidated return filed by Halberg Foundation. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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).
Who We Serve
Key Statistics
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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Registration
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Sector & Activities
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: 28 September 2026.
Reporting Group — Consolidated Annual Return
Halberg Endowment Fund 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.
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