Halberg Foundation — Social Services Charity in Auckland
Halberg Foundation is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. Annual revenue: $2.5M NZD. 1 red flag detected. Financial data as at June 2016.
Mission: All young people with physical disabilities have access to participate in sport and recreation. Bringing about moments of joy in sport and recreation for Kiwis with physical disabilities.
- Registration Number
- CC35558
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Auckland, Auckland
- Website
- http://www.halberg.co.nz
- anne-maree@halberg.co.nz
- Data as at
- June 2016
Beneficiaries: Children / young people, Family / whanau, Other charities, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $2.5M NZD
- Total Expenses
- $2.5M NZD
- Total Assets
- $1.5M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 19
- Volunteers
- 0
- Financial Year End
- 2016-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $2.5M | $2.5M | $1.2M |
| 2015 | $2.6M | $2.6M | $0.0M |
| 2014 | $2.2M | $2.2M | $0.1M |
| 2013 | $2.3M | $2.2M | $-0.0M |
| 2012 | $1.8M | $1.7M | $0.2M |
| 2011 | $1.7M | $1.6M | $0.1M |
| 2010 | $1.7M | $1.7M | $1.1M |
| 2009 | $2.1M | $2.1M | $1.0M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Kylie Clegg | Trustee | - |
| Miles Hurrell | Board Member & Trustee | 2025-11-11 |
| Nicholas Astwick | Board Member & Trustee | 2025-11-11 |
| Michael Boggs | Board Member/trustee | 2024-11-04 |
| Alice Mew | Board Member/trustee | 2024-11-04 |
| George Bridgewater | Board Member & Trustee | 2022-11-16 |
| Meg Matthews | Board Member & Trustee | 2017-11-20 |
| Raylene Bates | Board Member & Trustee | 2017-11-20 |
Former Officers (61)
- Carolyn Mary Steele — Board Chair & Trustee (departed 2024-11-04)
- Wayne Boyd — Board Chair (departed 2019-04-08)
- Duane Kale — Board Member & Trustee (departed 2025-11-11)
- Dean Bracewell — Board Member & Trustee (departed 2025-11-11)
- Lance O'Sullivan — Trustee (departed 2020-02-19)
- Phillip Tataurangi — Trustee (departed 2016-11-21)
- Craig Cumming — Trustee (departed 2016-11-21)
- Dean Galt — Trustee (departed 2016-11-21)
- Grant Graham — Trustee (departed 2016-11-21)
- Helen Mahon-Stroud — Trustee (departed 2016-11-21)
- James Jung — Trustee (departed 2016-11-21)
- John Anderson — Trustee (departed 2016-11-21)
- Jon Tanner — Trustee (departed 2016-11-21)
- Matthew Cooper — Board Member & Trustee (departed 2022-11-16)
- Stewart Harrison — Trustee (departed 2016-11-21)
- Scott Stevenson — Trustee (departed 2016-11-21)
- Kevin Malloy — Board Member & Trustee (departed 2024-11-04)
- Warwick Jones — Trustee (departed 2016-11-21)
- Patrick Kenny — Trustee (departed 2016-11-21)
- Trevor Thornton — Trustee (departed 2016-11-21)
Funding Sources
- Aotearoa Gaming Foundation — $249,918
- Aotearoa Gaming Foundation — $200,000
- Aotearoa Gaming Foundation — $196,000
- New Zealand Community Trust — $170,000
- New Zealand Community Trust — $169,150
- New Zealand Community Trust — $120,000
- Lion Foundation — $50,000
- Grassroots Trust Limited — $35,000
- Foundation North — $21,875
Reporting Group Members
Halberg Foundation files a consolidated Annual Return jointly with 1 sibling charity:
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Halberg Foundation
Financial data as at June 2016. 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 (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.
- 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 2 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.
$2.5M
$2.5M
$1.5M
19
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. Halberg Foundation files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.
Show member charities (1)
Funded By
Registered charities that have funded this organisation.
About
All young people with physical disabilities have access to participate in sport and recreation. Bringing about moments of joy in sport and recreation for Kiwis with physical disabilities.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (8 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 48 peers · Social Services · $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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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.
Reporting Group — Consolidated Annual Return
Halberg Foundation is one of 2 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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