Foundation for Equity and Research New Zealand — Health Charity in Wellington

Foundation for Equity and Research New Zealand is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at June 2025.

Mission: - To actively identify and address inequities in health and/or social outcomes for Māori, Pasifika, disabled people, children, and other populations of Aotearoa New Zealand - To promote practices that lead to the reduction and eventual elimination of any and all health and social inequities - To provide advice, information, resources and recommendations on health and social inequities to health organisations - To provide assistance to people experiencing health or social inequities

Registration Number
CC56720
Charity Type
Trust
Registration Date
2019-02-14
Status
Active
Sector
Health
Location
Wellington, Wellington
Email
info@fernz.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: Children / young people, General public, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Volunteers
2
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.4M$0.6M
2024$0.2M$0.3M$0.6M
2023$0.6M$0.2M$0.7M
2022$0.2M$0.1M$0.3M
2021$0.1M$0.0M$0.2M
2020$0.2M$0.0M$0.1M
2019$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Tristram InghamTrustee2018-07-01
Bernadette InghamTrustee2018-07-01
Emma DraperTrustee2018-07-01

Funding Sources

  • Trust House Foundation — $12,486
  • The Lion Foundation — $10,000
  • Four Winds Foundation Limited — $5,000
  • Trillian Trust — $559.98

Similar Charities in Health

FunderHealthTrustFoundation

Foundation for Equity and Research New Zealand

CC56720Wellington, WellingtonRegistered 14 Feb 2019
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

Financial data as at June 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 3. 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

$372.8K

Expenses

$413.8K

Assets

$617.0K

Staff

3

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
HealthSocial Services
Beneficiaries
ChildrenMāoriPacific PeoplesPeople with DisabilitiesGeneral Public
Geographic Focus
Nationwide

About

Mission

- To actively identify and address inequities in health and/or social outcomes for Māori, Pasifika, disabled people, children, and other populations of Aotearoa New Zealand - To promote practices that lead to the reduction and eventual elimination of any and all health and social inequities - To provide advice, information, resources and recommendations on health and social inequities to health organisations - To provide assistance to people experiencing health or social inequities

Who We Serve

Beneficiaries
Children / young peopleGeneral publicPeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$372.8K
Total Expenses
$413.8K
Net Assets
$568.2K
Staff
3
employees
Volunteers
2

Financial Trends

Financial Trends (7 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
2.7mo
Could operate 2.7 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

1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Other
Other99.5%
Investment Income0.5%

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
0
#39/158
Revenue
$373K
#57/158
Reserve Months
0.0
#1/158
Surplus
$-41K
#132/158
Staff Cost %
60%
#158/158

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
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC56720
Entity TypeTrust
Registered14 Feb 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Jul 2018
Registered office
Level 2, 202 Thorndon Quay, Pipitea, Wellington

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsProvides advice / information / advocacySponsors / 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: 28 September 2026.