Hugo Charitable Trust — Health Charity in Lake Hayes
Hugo Charitable Trust is a Charitable Trust charity in the Health sector, based in Lake Hayes, Lake Hayes. This organisation also provides funding to other charities. Annual revenue: $4.2M NZD. Financial data as at March 2020.
Mission: Every charitable purpose, whether the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community.
- Registration Number
- CC54425
- Charity Type
- Charitable Trust
- Registration Date
- 2017-05-04
- Status
- Active
- Sector
- Health
- Location
- Lake Hayes, Lake Hayes
- maryanne@hugocharitabletrust.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2020
Beneficiaries: Children / young people, Family / whanau, General public, Other charities
Financial Summary
- Total Revenue
- $4.2M NZD
- Total Expenses
- $4.6M NZD
- Total Assets
- $75.1M NZD
- Net Assets
- $75.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2020-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2020 | $4.2M | $4.6M | $75.0M |
| 2019 | $3.7M | $3.5M | $75.4M |
| 2018 | $78.3M | $3.0M | $75.3M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Kerry Ludlam | Accounts Administrator | 2018-05-01 |
| Mark Owens | Trustee | 2017-06-01 |
| Kathryn Roberts | Trustee | 2017-06-01 |
| Maryanne Green | Founder | 2017-05-04 |
| Aoibheann Monaghan | Trustee and Ceo | 2017-05-04 |
Former Officers (5)
- Kayleigh Blythen — Donations Officer (departed 2021-07-30)
- Stephen Hunter — Trustee (departed 2020-06-30)
- Robert Stewart QC — Trustee (departed 2025-06-04)
- Julia Hunter — Donations-Manager-North-Island (departed 2020-07-31)
- Alice Watson — Trustee (departed 2017-05-31)
Reporting Group Members
Hugo Charitable Trust files a consolidated Annual Return jointly with 2 sibling charities:
Similar Charities in Health
Hugo Charitable Trust
Financial data as at March 2020. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Reasons to look carefully (2)
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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Shared trustees with reporting-group siblings3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 3 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.
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.
$4.2M
$4.6M
$75.1M
Financial data from Charities Services annual return (FY2020). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Every charitable purpose, whether the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (3 Years)
Revenue Breakdown
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 111 peers · Health · $1M – $10M
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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FY2020Contact Details
Registration
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: 3 October 2026.
Reporting Group — Consolidated Annual Return
Hugo Charitable Trust is one of 3 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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