Health Research Foundation - Hawke's Bay Incorporated — Health Charity in Napier

Health Research Foundation - Hawke's Bay Incorporated is a Incorporated Society charity in the Health sector, based in Napier, Napier. This organisation also provides funding to other charities. CharityData rates this charity B+ (83.8/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: Since 1961, Health Research Foundation-HB has been an independent research group focused on improving the health of the region. Our aim is to promote and support research in all health related fields including medical and health education, knowledge and understanding. From small, local and useful studies through to participation in large national and international projects, the foundation has been able to make a significant contribution to research. As with all research funded by the Foundation, the proviso is that the research is likely to benefit Hawkes Bay people and that Hawkes Bay people are involved in the research team whenever possible. Cot death and Asthma research in adults and children are examples of those projects funded. Unfortunately, over recent years, reduced revenue from investments has caused a significant decrease in our ability to fund research. As the Foundation’s role continues, its future depends on the financial support and generosity of benefact.

Registration Number
CC32051
Charity Type
Incorporated Society
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (83.8/100)
Sector
Health
Location
Napier, Napier
Email
secretary@hrf.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.7M NZD
Net Assets
$2.7M NZD
Reserve Months
20.2 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.1M$2.7M
2025$0.1M$0.1M$2.5M
2024$0.2M$0.1M$2.4M
2023$0.2M$0.0M$2.3M
2022$0.1M$0.1M$2.4M
2021$0.3M$0.1M$2.4M
2020$-0.1M$0.1M$1.9M
2019$0.2M$0.1M$2.0M
2018$0.1M$0.1M$1.8M
2017$0.2M$0.1M$1.8M

CharityData Rating

Overall Grade
B+
Overall Score
83.8/100
Financial Score
87.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Monique BroughSecretary2026-05-25
Stanley RoperChair2025-11-20
Sally RyeCouncil Member2025-11-20
Leonie WallworkCouncil Member2024-11-18
Maria PearsonCommittee Member2024-11-18
Michael NesTreasurer2023-11-20
Anita Jagroop DearingCouncil Member2020-02-03
Rob LeikisCouncil Member2013-10-21
Paul HendyCouncil Member2010-11-01
Cath KingstonCouncil Member2006-11-15

Former Officers (28)

  • Marcus Buddo — Council Member (departed 2025-11-11)
  • Graeme Taylor — Council Member (departed 2025-11-11)
  • Ronda Crystal — Council Member (departed 2022-11-14)
  • Alwyn Corban — Council Member (departed 2022-11-14)
  • Hayley Anderson — Council Member (departed 2022-06-13)
  • Hine Flood — Council Member (departed 2022-11-14)
  • Geraldine Travers — Councillor (departed 2019-11-11)
  • Malcolm Dixon — Council Member (departed 2018-06-10)
  • Lorraine Guillemot — Secretary (departed 2026-05-24)
  • Kirsten Westwood — President (departed 2025-11-20)
  • Helen Francis — Committee Member (departed 2022-06-13)
  • Kirsten Wise — Committee Member (departed 2019-11-11)
  • Dr Jeremy Meates — Council Member (departed 2013-10-01)
  • Robert Marshall — Committee Member (departed 2019-11-11)
  • Michael Jackson — Treasurer (departed 2023-11-20)
  • Kevin Atkinson — Trustee (departed 2014-08-01)
  • Benita Cairns — Committee Member (departed 2013-10-01)
  • Jim Heron — Council Member (departed 2010-10-01)
  • Bill Dalton — Council Member (departed 2013-10-11)
  • David Grayson — Council Member (departed 2011-03-31)

Similar Charities in Health

FunderHealthIncorporated SocietyFoundation

Health Research Foundation - Hawke's Bay Incorporated

CC32051Napier, NapierRegistered 30 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

B+
84/100
Financial
88
Governance
75
Transparency
65
Revenue

$241.7K

Expenses

$68.0K

Assets

$2.7M

Staff

2

Financial data from Charities Services annual return (FY2026). 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
HealthEducationArts & CultureInternational Aid
Beneficiaries
Children
Geographic Focus
Hawke's BayNationwide

About

Mission

Since 1961, Health Research Foundation-HB has been an independent research group focused on improving the health of the region. Our aim is to promote and support research in all health related fields including medical and health education, knowledge and understanding. From small, local and useful studies through to participation in large national and international projects, the foundation has been able to make a significant contribution to research. As with all research funded by the Foundation, the proviso is that the research is likely to benefit Hawkes Bay people and that Hawkes Bay people are involved in the research team whenever possible. Cot death and Asthma research in adults and children are examples of those projects funded. Unfortunately, over recent years, reduced revenue from investments has caused a significant decrease in our ability to fund research. As the Foundation’s role continues, its future depends on the financial support and generosity of benefact.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$241.7K
Total Expenses
$68.0K
Net Assets
$2.7M
Staff
2
employees

Financial Trends

Financial Trends (18 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
20.2mo
Could operate 20.2 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%
Trading / Services0.0%

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

Peer Comparison

Ranked against 125 peers · Health · $100K – $1M

Rating Score
84
#6/126
Revenue
$242K
#70/126
Reserve Months
20.2
#1/126
Surplus
$174K
#17/126
Staff Cost %
4%
#126/126

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

Rating History

B+
2026
Score: 83.8
Financial: 88 | Governance: 75 | Transparency: 65
Current
B
2025
Score: 75.0
Financial: 75 | Governance: 75 | Transparency: 65

Rating

B+
Score: 83.8/100
Financial
87.5
Governance
75
Transparency
65
Why this grade: Financial 88 × 40% + Governance 75 × 60% = 80 → B+.
View Full Score Breakdown

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Contact Details

Address
Napier, Napier

Registration

Registration NumberCC32051
Entity TypeIncorporated Society
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated24 Feb 1961
Registered office
86 Station Street, Napier South, Napier, 4110

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides 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: 5 October 2026.