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Charity Summary


Charity Details

The Heart Trust
CC24597
9429042883609
Registered

Registration details

20/05/2008
March 31

Name change history

Name Effective Date
Waikato Heart Trust 20/05/2008
The Heart Trust 27/10/2015

Address for service

14 Horne Street
Hamilton Central
Hamilton
3204

Charity's other details

0212793339
info@thehearttrust.org.nz
https://www.thehearttrust.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24597

Purpose & Structure

Charitable Purpose

The Heart Trust is a specialist funding trust that supports cardiac services at Waikato Hospital by helping to provide state of the art technology and equipment. It is an incorporated charitable trust dedicated to improving the quality of life of heart patients living in the mid North Island. The Heart Trust acts to speed up access to world-class diagnostic and treatment services for people living in Waikato, Bay of Plenty, Thames/Coromandel, Taranaki and Gisborne/Tairawhiti - also known as the Midland health region. Working in partnership with the Te Whatu Ora Waikato, the Trust helps provide funding for innovative technology and services not yet provided by the Te Whatu Ora through existing funding channels. Often the Government funding pool can't meet the community's needs as fast as desired, so the Trust helps bridge the gap so equipment and services are available sooner.

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

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research, Grants to Waikato Hospital for Equipment/Capital

Health

Education / training / research, Community development, Fund-raising

General public

People suffering from heart conditions

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.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 29/09/2025 $13,394 $11,759 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 18/09/2024 $11,572 $54,540 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 31/10/2023 2/10/2023 $31,219 $81,299 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 15/02/2023 15/02/2023 $30,000 $88,173 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/11/2021 3/11/2021 $22,171 $83,344 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 29/09/2020 $16,622 $71,442 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 25/09/2019 $57,625 $101,761 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/08/2018 $46,061 $95,549 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 23/08/2017 $61,900 $129,789 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Kevin Johnson Trustee 8/10/2025
Madhav Menon Trustee 19/07/2023
Pranesh Jogia Trustee 8/07/2015
Chris Milne Trustee 21/05/2008
Clyde Mervyn Wade Trustee 21/05/2008
Leonie Mavis Tisch Trustee 21/05/2008
Sue Martin Trustee 21/05/2008

Past Officers

Officer Name Position Past Since
Gerard van den Heuvel Trustee 8/10/2025
Adam Gamel Trustee 31/03/2023
Denis Friedlander Trustee 1/02/2022
Kevin Francis Healey Trustee 1/12/2019
Geoff McDonald Trustee 26/07/2017
George Curry Vickers Trustee 26/07/2017
Ann Cloke Trustee 2/06/2017
Gerry Devlin Trustee 10/08/2016
John Hutton Trustee 6/08/2015
Lawrence John Burns Trusteee 21/07/2014

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)
14/10/2025 NOC030
13/10/2025 NOC029
16/11/2023 NOC026
10/06/2019 NOC020
7/06/2019 NOC019
10/07/2017 NOC016
22/05/2017 NOC015
5/02/2016 NOC013
5/02/2016 NOC012
7/12/2015 NOC011

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.