The Heart Research Institute (NZ) Limited — Education Charity in Wellington
The Heart Research Institute (NZ) Limited is a Company charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $0.7M NZD. Financial data as at December 2025.
Mission: The Heart Research Institute is a successful charity that over a period of three decades has become an internationally recognised centre of excellence in cardiovascular medical research, focusing on the detection, prevention and ultimately a cure for heart and other cardiovascular diseases.
- Registration Number
- CC48711
- Charity Type
- Company
- Registration Date
- 2012-11-28
- Status
- Active
- CharityData Rating
- B (75.5/100)
- Sector
- Education
- Location
- Wellington, Wellington
- secretary@hri.org.au
- Funder Status
- Grant-making charity (company)
- Data as at
- December 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $4.1M NZD
- Net Assets
- $3.9M NZD
- Reserve Months
- 8.9 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.5M | $3.9M |
| 2024 | $0.8M | $0.8M | $3.8M |
| 2023 | $0.8M | $1.2M | $4.1M |
| 2022 | $0.8M | $1.2M | $4.1M |
| 2021 | $0.9M | $0.2M | $4.5M |
| 2020 | $1.0M | $0.1M | $3.8M |
| 2019 | $1.4M | $0.1M | $2.8M |
| 2018 | $2.0M | $0.4M | $1.6M |
| 2017 | $2.4M | $1.9M | $-0.0M |
| 2016 | $2.0M | $1.9M | $-0.5M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 75.5/100
- Financial Score
- 80
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Andrew Coats | Scientific Director and Ceo | 2023-04-03 |
Former Officers (13)
- William Ko — Company Secretary (departed 2026-05-29)
- Sheelagh Callaghan — Company Secretary
- Elizabeth Lee — Company Secretary (departed 2023-11-27)
- Hana Krskova — Company Secretary (departed 2023-11-27)
- Sathiyaseelan Sappany — Trustee (departed 2018-11-13)
- Kerry Cunningham — Trustee (departed 2022-11-09)
- Stephen Moodey — Trustee
- James Dobbin — Trustee (departed 2017-10-26)
- John Batistich — Trustee (departed 2022-03-22)
- Richard Wylie — Chair (departed 2014-03-25)
- Craig Davison — Vice Chair (departed 2013-07-13)
- Elena Pintado — Trustee
- Antony Pollitt — Chair
Similar Charities in Education
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- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
The Heart Research Institute (NZ) Limited
Financial data as at December 2025. Sourced from Charities Services register.
$718.5K
$548.2K
$4.1M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Heart Research Institute is a successful charity that over a period of three decades has become an internationally recognised centre of excellence in cardiovascular medical research, focusing on the detection, prevention and ultimately a cure for heart and other cardiovascular diseases.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (14 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 149 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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FY2025Contact Details
Registration
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Sector & Activities
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: 5 October 2026.
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