The University of Auckland Medical & Health Sciences Foundation — Health Charity in Auckland

The University of Auckland Medical & Health Sciences Foundation is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $30.8M NZD. Financial data as at December 2025.

Mission: Raising and stewarding funds for the advancement of research and education at the Faculty of Medical and Health Sciences at the University of Auckland and other purposes that are charitable at law in NZ.

Registration Number
CC30871
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (87.8/100)
Sector
Health
Location
Auckland, Auckland
Email
uoafoundation@auckland.ac.nz
Funder Status
Grant-making charity (university_foundation)
Data as at
December 2025

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

Financial Summary

Total Revenue
$30.8M NZD
Total Expenses
$22.8M NZD
Total Assets
$162.6M NZD
Net Assets
$123.6M NZD
Reserve Months
7.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$30.8M$22.8M$123.6M
2024$34.8M$23.6M$115.6M
2023$29.7M$9.3M$104.2M
2022$8.0M$11.2M$83.8M
2021$25.2M$15.8M$86.9M
2020$22.9M$10.2M$77.2M
2019$25.5M$13.3M$64.4M
2018$21.3M$9.5M$49.5M
2017$13.3M$9.1M$37.6M
2016$12.9M$5.6M$33.4M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Erin CurrieTrustee1971-05-07

Former Officers (20)

  • Paul Cunningham — Officer
  • Warwick Bagg — Ex Officio Trustee
  • Allister Jennings — Officer
  • Harry White — Trustee (departed 2023-11-28)
  • Kathryn Philipson — Trustee
  • Lyndsey Partridge — Trustee
  • Arthur Morris — Trustee
  • Richard Douglas — Trustee (departed 2018-11-27)
  • John Fraser — Trustee (departed 2023-12-31)
  • Catherine Hapgood — Trustee (departed 2012-09-30)
  • Janet Rowan — Trustee (departed 2018-09-11)
  • Peter Tong — Trustee (departed 2017-12-01)
  • John Dunn — Trustee
  • Darren Manning — Trustee
  • Stuart McCutcheon — Trustee (departed 2009-06-30)
  • Beverley McRae — Trustee (departed 2008-12-01)
  • Iain Martin — Trustee (departed 2012-03-31)
  • Faye Sumner — Trustee
  • John Gordon Matthews — Trustee (departed 2012-12-31)
  • John Matthews — Trustee (departed 2012-12-31)

Funding Sources

  • Simplicity Foundation — $100,000
  • Hugh Green Foundation — $4,785
  • Hugh Green Foundation — $4,785

Service Providers

  • Brent Penrose

Similar Charities in Health

FunderHealthTrustUniversity Foundation

The University of Auckland Medical & Health Sciences Foundation

CC30871Auckland, AucklandRegistered 30 Jun 2008
Data updated: 4 days ago
Financials9mo agoRatingyesterday

Financial data as at December 2025. Sourced from Charities Services register.

A-
88/100
Financial
98
Governance
65
Transparency
65

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 9. 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

$30.8M

Expenses

$22.8M

Assets

$162.6M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducation
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Raising and stewarding funds for the advancement of research and education at the Faculty of Medical and Health Sciences at the University of Auckland and other purposes that are charitable at law in NZ.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$30.8M
Total Expenses
$22.8M
Net Assets
$123.6M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
7mo
Could operate 7 months with zero revenue
Healthy
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

48
Score /100
Concentrated
HHI: 5,212
Donations60.3%
Investment Income39.7%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
88
#5/11
Revenue
$30.8M
#1/11
Reserve Months
7.0
#1/11
Surplus
$8.0M
#1/11
Staff Cost %
0%
#1/11

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

A-
2025
Score: 87.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
A-
2024
Score: 87.8
Financial: 98 | Governance: 65 | Transparency: 65

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC30871
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Jan 1996
Registered office
7 Symonds Street, Auckland Central, Auckland

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Sponsors / 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: 27 September 2026.