The Haemophilia Educational Endowment Trust Fund — Education Charity in Lower Hutt

The Haemophilia Educational Endowment Trust Fund is a Unincorporated Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2026.

Mission: To assist the education of people suffering from haemophilia and/or related disorders

Registration Number
CC31145
Charity Type
Unincorporated Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Lower Hutt, Lower Hutt
Website
https://www.haemophilia.org.nz
Email
ceo@haemophilia.org.nz
Data as at
June 2026

Beneficiaries: Children / young people, Older people, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
270.7 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M-
2019$0.0M--
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Colleen McKay — Trustee
  • Julie Park — Trustee
  • Paul Ockelford — Trustee
  • Michael Mapperson — Trustee (departed 2019-11-09)
  • Michael Carnahan — Trustee (departed 2021-07-01)
  • Peta Hardley — Trustee (departed 2009-10-29)
  • Elizabeth Berry — Trustee (departed 2024-07-22)
  • Barbara Sutherland — Trustee (departed 2010-03-03)

Similar Charities in Education

The Haemophilia Educational Endowment Trust Fund logo
EducationUnincorporated Trust

The Haemophilia Educational Endowment Trust Fund

CC31145Lower Hutt, Lower HuttRegistered 30 Jun 2008
Data updated: 2 days ago
Financials3mo agoRating2d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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.

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

$5.3K

Expenses

$9.8K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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.

About

Mission

To assist the education of people suffering from haemophilia and/or related disorders

Who We Serve

Beneficiaries
Children / young peopleOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$5.3K
Total Expenses
$9.8K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
270.7mo
Could operate 270.7 months with zero revenue
Over-capitalized
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

17
Score /100
Highly Concentrated
HHI: 8,297
High Concentration: 91% of revenue from Investment Income
Investment Income90.6%
Donations9.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
71
#23/290
Revenue
$5K
#218/290
Reserve Months
270.7
#1/290
Surplus
$-4K
#231/290
Staff Cost %
0%
#1/290

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

Rating History

B-
2026
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
B-
2024
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC31145
Entity TypeUnincorporated Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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.