Heritage Foundation is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at March 2025.
Mission: a. Providing counselling services to the Asian community with a focus on young people and the elderly; b. Provision of educational classes including religious teachings and language courses with a focus on young peoples and the elderly in the Chinese Community c. Promoting and supporting public health services including education, counselling and rehabilitation services; d. Promoting an awareness of cultural diversity and fostering respect and understanding of different cultures;
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | $0.0M |
| 2024 | $0.0M | $0.0M | - |
| 2023 | - | - | - |
| Name | Role | Appointed |
|---|---|---|
| Zihe Lan | Settlor and Trustee | 2022-05-28 |
| Jingwen Wang | Settlor and Trustee | 2022-05-28 |
| Jingjing Zhang | Settlor and Trustee | 2022-05-28 |
Financial data as at March 2025. Sourced from Charities Services register.
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 →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.
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.
$164.0K
$168.4K
$47.4K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
a. Providing counselling services to the Asian community with a focus on young people and the elderly; b. Provision of educational classes including religious teachings and language courses with a focus on young peoples and the elderly in the Chinese Community c. Promoting and supporting public health services including education, counselling and rehabilitation services; d. Promoting an awareness of cultural diversity and fostering respect and understanding of different cultures;
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 173 peers · Health · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileData 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: 4 May 2026.
Other Health charities ranked by overall score