H S & J C Anderson Charitable Trust — Health Charity in Dunedin
H S & J C Anderson Charitable Trust is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B- (73.6/100). Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: To apply the income arising from the Trust in to research work which may at any time or times be undertaken or carried on by or under the supervision or control of the University of Otago into the nature cause and cure of diseases and ailments of the human body and that primary and particular consideration be given to research into the cure of cancer and diseases of the heart and kidneys and that any part of such income which may not in any year be applied by the trustees in manner aforesaid shall accrue and be added to the capital of the trust fund but with full power and authority for the Trustees to resort to and apply any income so capitalised as part of the net income of the trust fund in any subsequent year or years and to apply the same accordingly.
- Registration Number
- CC11284
- Charity Type
- Trust
- Registration Date
- 2007-10-07
- Status
- Active
- CharityData Rating
- B- (73.6/100)
- Sector
- Health
- Location
- Dunedin, Dunedin
- linda.vanturnhout@gallawaycookallan.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Older people
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $4.4M NZD
- Net Assets
- $4.2M NZD
- Reserve Months
- 913.5 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.0M | $4.2M |
| 2024 | $0.3M | $0.2M | $3.9M |
| 2023 | $0.2M | $0.1M | $3.9M |
| 2022 | $0.2M | $0.3M | $3.8M |
| 2021 | $0.1M | $0.1M | $3.9M |
| 2020 | $0.2M | $0.2M | $3.8M |
| 2019 | $0.2M | $0.1M | $3.9M |
| 2018 | $0.2M | $0.0M | $3.7M |
| 2017 | $0.2M | $0.2M | $3.7M |
| 2016 | $0.1M | $0.2M | $3.7M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.6/100
- Financial Score
- 81.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Andrew Anderson | Trustee | 2013-11-03 |
| PETER RADUE | Trustee | 2013-11-03 |
| David Jones | Trustee | 2009-09-23 |
Former Officers (3)
- JAMES ERIC GOVAN — Trustee (departed 2017-01-07)
- RICHARD JOHN SUTTON — Trustee (departed 2009-04-17)
- Helen Irene Davidson — Trustee (departed 2013-11-02)
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
H S & J C Anderson Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 registerNo 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.
$255.1K
$32.6K
$4.4M
Financial data from Charities Services annual return (FY2025). 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
To apply the income arising from the Trust in to research work which may at any time or times be undertaken or carried on by or under the supervision or control of the University of Otago into the nature cause and cure of diseases and ailments of the human body and that primary and particular consideration be given to research into the cure of cancer and diseases of the heart and kidneys and that any part of such income which may not in any year be applied by the trustees in manner aforesaid shall accrue and be added to the capital of the trust fund but with full power and authority for the Trustees to resort to and apply any income so capitalised as part of the net income of the trust fund in any subsequent year or years and to apply the same accordingly.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 157 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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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: 29 September 2026.
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