Charities Services

Use this to find information about a particular charity.

Group Summary

Group Members

Below are all the members of Halberg Trust Group.

The group owner is required to complete a consolidated annual return on behalf of its members. Consolidated annual return information for these members is available in the Annual Returns tab below.

Click into the individual members below to view their charity summary.

Member Charities
Halberg Endowment Fund
Halberg Foundation

Group Details

Legal Name:

Halberg Trust Group

Registration details

Registration Status:

Registered

Date of Registration:

29/11/2017

Registration Number:

CC54982

Balance Date:

June 30

Address for service

Group's Postal Address:

PO Box 137050

Parnell

Auckland

1151

Group's Street Address:

Unit 2.5, 1 Cleveland Road

Parnell

Auckland

1052

Group's other details

Phone:

09 579 9931

Fax:

09 579 9936

Email:

anne-maree@halberg.co.nz

Website:

http://www.halberg.co.nz

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC54982

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: these Annual Returns contain consolidated financial information for all members of this group.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
30/06/2025	31/12/2025	-	-	-	To be filed	To be filed
30/06/2024	31/12/2024	4/12/2024	$3,493,690	$3,333,202
30/06/2023	31/12/2023	15/01/2024	$3,266,202	$3,302,323
30/06/2022	31/12/2022	25/11/2022	$2,732,464	$2,525,848
30/06/2021	31/12/2021	8/06/2022	$5,378,006	$2,759,850
30/06/2020	31/12/2020	28/01/2021	$2,849,264	$2,769,949
30/06/2019	31/12/2019	28/01/2020	$2,888,684	$2,810,801
30/06/2018	31/12/2018	29/11/2018	$2,493,747	$2,448,053
30/06/2017	31/12/2017	1/12/2017	$2,422,406	$2,427,096

Purpose & Structure

Charitable Purpose

All young people with physical disabilities have equal opportunity to participate in sport and recreation.

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

Activities:

Provides advice / information / advocacy

Makes grants / loans to individuals, Makes grants to organisations (includes schools or other charities), Acts as an umbrella / resource body, Provides services (e.g. care / counselling), Provides other finance (e.g. investment funds), Provides human resources (e.g. staff / volunteers)

Sectors:

People with disabilities

Education / training / research, Health, Community development, Social services, Sport / recreation

Beneficiaries:

People with disabilities

Children / young people, Other charities, Voluntary bodies other than charities, Family / whanau, Children / young people

Entity Structure

We have Trust structures that have separate governance boards and operational objectives. The Endowment Fund has operational duties to raise funds through major gifts and bequests to support the operational duties of the Halberg Foundation being the delivery of services into communities throughout New Zealand.

Group Updates

There are no public Update Details change records for this group.

Group Documents

Date Uploaded	Document Type	Reference Name