Norman & Joan Heaphy Charitable Trust — Education Charity in Nelson
Norman & Joan Heaphy Charitable Trust is a Trust charity in the Education sector, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity C (60.5/100). Financial data as at March 2025.
Mission: Education and welfare of children
- Registration Number
- CC45681
- Charity Type
- Trust
- Registration Date
- 2020-09-04
- Status
- Active
- CharityData Rating
- C (60.5/100)
- Sector
- Education
- Location
- Nelson, Nelson
- robinwhalleyoffice@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Financial Summary
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | - | - | $0.0M |
| 2024 | - | - | - |
| 2023 | - | - | - |
| 2022 | - | - | - |
| 2021 | - | - | - |
| 2014 | - | - | - |
| 2013 | - | - | - |
| 2012 | - | - | - |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 60.5/100
- Financial Score
- 65
- Governance Score
- 50
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (4)
- Daphne Heaphy — Trustee
- Robin Whalley — Trustee
- Norman Heaphy — Trustee (departed 2012-01-22)
- Garry Petterson — Trustee
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- The Honey Industry Charitable Trust — Education
Norman & Joan Heaphy Charitable Trust
CC45681Nelson, NelsonRegistered 4 Sept 2020
Data updated: Today
Financials31 Mar 2025Rating1mo ago
Financial data as at March 2025. Sourced from Charities Services register.
C
61/100
Financial
65
Governance
50
Transparency
65
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationSocial Services
Beneficiaries
Children
Geographic Focus
Nelson
About
Mission
Education and welfare of children
Key Statistics
Annual Revenue
-
Total Expenses
-
Net Assets
$0
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (8 Years)
Financial Health Dashboard
Cents to the Cause
-
Insufficient data
No data
Sustainability
-
Insufficient data
No data
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
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Claim This ProfileContact Details
Address
Nelson, Nelson
Registration
Registration NumberCC45681
Entity TypeTrust
Registered4 Sept 2020
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 16 April 2026.
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