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Charity Summary


Charity Details

Halberg Endowment Fund
CC52467
9429043314065
Registered

Registration details

28/07/2015
June 30
Halberg Trust Group

Address for service

PO Box 137050
Parnell
Auckland
1151
Unit 2.5, 1 Cleveland Road
Parnell
Auckland
1052

Charity's other details

09 579 9931
anne-maree@halberg.co.nz
https://www.halberg.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC52467

Group Members

Below are all the members of Halberg Trust Group. Click into the individual members below to view their charity summary.

Member Charities
Halberg Endowment Fund
Halberg Foundation

Purpose & Structure

Charitable Purpose

The Trustees shall hold the Trust Fund upon trust to pay or apply in New Zealand the income and capital of the Trust Fund, in such amounts, at such times, and subject to such terms and conditions as the Trustees may decide to provide financial assistance to or otherwise for the benefit, education, advancement of life or personal support in any way whatever of, individuals with disabilities in New Zealand (including without limitation, to enhance the lives of physically disabled individuals in New Zealand by enabling such individuals to participate in sport and recreation).

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Acts as an umbrella / resource body, Provides other finance (e.g. investment funds)

Fund-raising

Education / training / research, Community development, Sport / recreation, Care / protection of animals, People with disabilities

People with disabilities

Children / young people, Other charities

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Please note: This charity is a member of a Group which submits Consolidated Annual Returns. To view these Annual Returns on the Group Summary click here. Any Annual Returns listed below were submitted when this charity was a single entity.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2024 31/12/2024 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2023 31/12/2023 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2022 31/12/2022 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2021 31/12/2021 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2020 31/12/2020 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2019 31/12/2019 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2018 31/12/2018 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2017 31/12/2017 Member of 'Halberg Trust Group' group - click here to view Annual Return
30/06/2016 31/12/2016 25/11/2016 $131,505 $106,131 load annual return's financial documents spinner gif

Officer Details

Officers

Officer Name Position Effective Date
Keith Jackson Trustee 30/04/2018
Adrienne Mary Kate Olsen Trustee 3/07/2017
Richard Vaughn Smith Trustee 26/10/2016
Michael John Murray Sidey Trustee 20/10/2015
Rob Waddell Trustee 6/08/2015

Past Officers

Officer Name Position Past Since
Philippa Greenwood Trustee 29/11/2017
Geoffrey Burgess Executive Officer 16/12/2016
Kerry Clark Trustee 6/08/2015
Wayne Boyd Trustee 6/08/2015

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
24/06/2021 NOC013
4/07/2018 NOC008
27/01/2017 NOC007
14/12/2016 NOC006
14/12/2016 NOC005
14/12/2015 NOC003
28/10/2015 NOC002
20/10/2015 NOC001

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.