Hugh Green Charitable Trust Limited — Health Charity in New Zealand

Hugh Green Charitable Trust Limited is a Trust charity in the Health sector, based in Auckland. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $0.8M NZD. Financial data as at March 2026.

Hugh Green Charitable Trust Limited is part of the same organisation as Hugh Green Foundation (CC28792). Each registration files its own accounts.

Mission: The Hugh Green Foundation (Parent Entity) supports groups working within the areas of: - Medical Research & Innovation - Education Equity - Health Equity - Community Development

Registration Number
CC39544
Charity Type
Trust
Registration Date
2009-04-27
Status
Active
CharityData Rating
A- (87.8/100)
Sector
Health
Location
Auckland
Website
https://www.hgfoundation.co.nz
Email
Lorraine@hgfoundation.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$1.2M NZD
Total Assets
$4.4M NZD
Net Assets
$0.3M NZD
Reserve Months
0.4 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.8M$1.2M$0.3M
2025$0.1M$1.2M$0.7M
2024$0.1M$1.1M$1.8M
2023$0.0M$0.9M$2.8M
2022$0.3M$1.1M$3.6M
2021$0.6M$1.5M$2.7M
2020$0.6M$0.9M$3.6M
2019$1.9M$0.4M$3.8M
2018$0.6M$0.5M$2.3M
2017$1.1M$0.5M$2.2M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Hannah BarrettTrustee2026-08-27
Shalini AndersonTrustee2026-08-27

Former Officers (9)

  • Catherine Green — Director
  • Moira Green — Director (departed 2021-03-31)
  • Michael Fisher — Director (departed 2026-08-27)
  • Frances Green — Trustee
  • John Green — Trustee
  • Robert Narev — Trustee (departed 2023-12-06)
  • Maryanne Green — Director (departed 2011-08-24)
  • Robert Carter — Director (departed 2013-12-15)
  • Hugh Green — Director (departed 2012-07-13)

Similar Charities in Health

Hugh Green Charitable Trust Limited logo
FunderHealthTrustCharitable Trust

Hugh Green Charitable Trust Limited

CC39544AucklandRegistered 27 Apr 2009
Data updated: 4 days ago
Financials6mo agoRating4d ago

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

A-
88/100
Financial
98
Governance
65
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 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.

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

$825.0K

Expenses

$1.2M

Assets

$4.4M

Staff

3

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Relationship: related_entity

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Hugh Green Foundation (Parent Entity) supports groups working within the areas of: - Medical Research & Innovation - Education Equity - Health Equity - Community Development

Who We Serve

Beneficiaries
Children / young peopleGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$825.0K
Total Expenses
$1.2M
Net Assets
$257.0K
Staff
3
employees

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.4mo
Could operate 0.4 months with zero revenue
Critical
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

25
Score /100
Highly Concentrated
HHI: 7,464
High Concentration: 85% of revenue from Investment Income
Investment Income85.1%
Other14.9%

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

Rating Score
88
#2/158
Revenue
$825K
#14/158
Reserve Months
0.4
#1/158
Surplus
$-419K
#158/158
Staff Cost %
0%
#1/158

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

Rating History

A-
2026
Score: 87.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 54.3
Financial: 83 | Governance: 55 | Transparency: 65

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

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Registration

Registration NumberCC39544
Entity TypeTrust
Registered27 Apr 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated25 Sept 2008
Company #2175387
Registered office
Level 2, 8 Gloucester Park Road, Onehunga, Auckland, 1061

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides other finance (e.g. investment funds)Sponsors / undertakes research

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: 30 September 2026.