The Cardiac Society Charitable Trust — Registered Charity in Wellington

The Cardiac Society Charitable Trust is a Trust charity, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.7M NZD. Financial data as at April 2025.

Mission: The Cardiac Society Charitable Trust is engaged in the advancement of cardiovascular knowledge.

Registration Number
CC37643
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Location
Wellington, Wellington
Website
https://cardiacsociety.org.nz
Email
info@cardiacsociety.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
April 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.7M NZD
Total Assets
$0.9M NZD
Net Assets
$0.9M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-04-30

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$0.7M$0.9M
2024$0.7M$0.7M$0.9M
2023$0.5M$0.3M$0.9M
2022$0.1M$0.3M$0.6M
2021$0.3M$0.1M$0.8M
2020$0.1M$0.4M$0.6M
2019$0.5M$0.4M$0.8M
2018$0.5M$0.3M$0.7M
2017$0.3M$0.4M$0.5M
2016$0.4M$0.6M$0.6M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Ellen WoocockElected Representative2026-06-22
Daniel ChanElected Representative2026-06-22
Seif El-JackElected Representative2026-06-12
Christopher AldridgeElected Representative2024-06-14
Kerryanne JohnsonElected Representative2024-06-14

Former Officers (20)

  • Martin Stiles — Chair (departed 2026-06-12)
  • Sarah Fairley — Treasurer (departed 2026-06-12)
  • Peter Barr — Elected Representative (departed 2026-03-31)
  • Selwyn Wong — Chair (departed 2024-06-14)
  • Marianne Lund — Treasurer (departed 2024-06-14)
  • Joanna Wickham — Elected Representative (departed 2024-06-14)
  • Michelle Bayles — Elected Representative (departed 2021-06-17)
  • Scott Harding — Elected Representative (departed 2023-08-15)
  • Geoffrey Clare — Elected Representative (departed 2022-06-22)
  • Paul Bridgman — Treasurer (departed 2021-06-17)
  • Dr Alexander Sasse — Honorary Secretary/treasurer (departed 2017-12-31)
  • Stephan Sasse — Elected Nz Committee Member (departed 2019-06-14)
  • Jo-Ann Downie — Elected Representative (departed 2020-06-26)
  • Michael Williams — Immediate Past Chair (departed 2022-11-18)
  • Ralph Stewart — Chair (departed 2013-12-31)
  • Harvey White — Treasurer (departed 2013-12-31)
  • Gerard Devlin — Chair (departed 2011-12-15)
  • Raewyn Fisher — Secretary/treasurer (departed 2011-12-15)
  • Eng Wei Tang — Secretary/treasurer (departed 2009-12-31)
  • Andrew Hamer — Chair (departed 2009-12-31)

Similar Charities in Other

The Cardiac Society Charitable Trust logo
FunderOtherTrustCharitable Trust

The Cardiac Society Charitable Trust

CC37643Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Apr 2025Rating2d ago

Financial data as at April 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

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.

  • 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

$730.5K

Expenses

$720.8K

Assets

$923.6K

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
Elderly
Geographic Focus
Wellington

About

Mission

The Cardiac Society Charitable Trust is engaged in the advancement of cardiovascular knowledge.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$730.5K
Total Expenses
$720.8K
Net Assets
$923.0K
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
4.3mo
Could operate 4.3 months with zero revenue
Low reserves
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

62
Score /100
Moderate
HHI: 3,757
Donations45.0%
Other40.0%
Trading / Services10.6%
Investment Income4.4%

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

Peer Comparison

Ranked against 118 peers · Other · $100K – $1M

Rating Score
0
#49/119
Revenue
$731K
#10/119
Reserve Months
0.0
#1/119
Surplus
$10K
#77/119
Staff Cost %
0%
#1/119

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Registration

Registration NumberCC37643
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Jul 2002
Registered office
Level Four, 99 The Terrace, Wellington Central, Wellington

Sector & Activities

Primary Sector
Other
Activities
Other - Acts an Umbrella body

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: 28 September 2026.