Halo Charitable Trust — Health Charity in Tokoroa

Halo Charitable Trust is a Trust charity in the Health sector, based in Tokoroa, Tokoroa. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at August 2024.

Mission: Our Vision -Halo Blessing Families Our Mission - Feed the minds and hearts of our vulnerable by providing quality services to alleviate poverty, build valued life skills and contribute to food security. Our Values - Manaakitanga - Service Kia Manaaki me to Aroha - Respect Kia Tika - Intergrity Whanaungatanga - Connection

Registration Number
CC54964
Charity Type
Trust
Registration Date
2017-11-22
Status
Active
Sector
Health
Location
Tokoroa, Tokoroa
Email
josiah@tcoss.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
August 2024

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.1M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
5
Financial Year End
2024-08-23

Financial History

YearRevenueExpensesNet Assets
2024$0.1M$0.2M$0.0M
2023$0.2M$0.2M$0.1M
2022$0.2M$0.2M$0.1M
2021$0.2M$0.1M$0.1M
2020$0.1M$0.1M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Matataiora TuaeuTrustee2021-10-14
Nooroa ManuTrustee2021-02-24
Josiah TeokotaiChair2020-02-11
Pamela MisilutiTreasurer2017-05-16
Marlene AhuririSecretary2017-05-16

Former Officers (1)

  • Georgina Sterling — Trustee (departed 2020-08-15)

Funding Sources

  • Pub Charity Limited — $123,685.5
  • Grassroots Trust Limited — $10,501.65

Similar Charities in Health

FunderHealthTrustCharitable Trust

Halo Charitable Trust

CC54964Tokoroa, TokoroaRegistered 22 Nov 2017
Data updated: 2 days ago
Financials23 Aug 2024Rating3d ago

Financial data as at August 2024. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

Reasons to look carefully (1)

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.

  • Current annual return overdue
    The newest annual return we hold is 25 months old — a more recent return may already be on the Charities Services register

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

$147.6K

Expenses

$171.5K

Assets

$53.3K

Staff

2

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Social ServicesArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Our Vision -Halo Blessing Families Our Mission - Feed the minds and hearts of our vulnerable by providing quality services to alleviate poverty, build valued life skills and contribute to food security. Our Values - Manaakitanga - Service Kia Manaaki me to Aroha - Respect Kia Tika - Intergrity Whanaungatanga - Connection

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$147.6K
Total Expenses
$171.5K
Net Assets
$43.8K
Staff
2
employees
Volunteers
5

Financial Trends

Financial Trends (7 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
1.1mo
Could operate 1.1 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

18
Score /100
Highly Concentrated
HHI: 8,223
High Concentration: 90% of revenue from Other
Other90.2%
Donations9.3%
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 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$148K
#125/158
Reserve Months
0.0
#1/158
Surplus
$-24K
#125/158
Staff Cost %
0%
#1/158

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Tokoroa, Tokoroa

Registration

Registration NumberCC54964
Entity TypeTrust
Registered22 Nov 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 May 2017
Registered office
121 Acacia Bay Road, Nukuhau, Taupo
Differs from Charities Register address (PO Box 429, Tokoroa, 3444, Tokoroa, Tokoroa). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Health
Activities
Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 29 September 2026.