Heart Health Research Trust — Health Charity in Auckland

Heart Health Research Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $1.1M NZD. Financial data as at June 2011.

Mission: The purpose of the Trust is to provide funding for new preventative heart health research and to establish and support a university-based research hub for heart health research.

Registration Number
CC43657
Charity Type
Trust
Registration Date
2010-02-22
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
marks@heartfoundation.org.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2011

Beneficiaries: General public

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$5.8M NZD
Net Assets
$5.7M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2011-06-30

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Clive Nelson — Trustee
  • Gerard Devlin — Trustee
  • Faye Sumner — Trustee
  • Mervyn Merrilees — Trustee (departed 2016-11-24)
  • Malcolm Legget — Trustee (departed 2024-11-01)
  • Michael Tomlinson — Trustee
  • Jenny Shipley — Trustee (departed 2021-06-30)
  • Michael Benjamin — Trustee (departed 2018-05-30)
  • Anthony Duncan — Trustee (departed 2019-04-12)
  • David Sharpe — Trustee (departed 2014-04-30)
  • Norma Restieaux — Trustee (departed 2013-02-28)

Reporting Group Members

Heart Health Research Trust files a consolidated Annual Return jointly with 2 sibling charities:

Similar Charities in Health

FunderHealthTrustTrust

Heart Health Research Trust

CC43657Auckland, AucklandRegistered 22 Feb 2010
Data updated: 5 days ago
Financials30 Jun 2011Rating3d ago

Financial data as at June 2011. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$1.1M

Expenses

$80.7K

Assets

$5.8M

Financial data from Charities Services annual return (FY2011). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The purpose of the Trust is to provide funding for new preventative heart health research and to establish and support a university-based research hub for heart health research.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$80.7K
Net Assets
$5.7M
Volunteers
0

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
27.9mo
Could operate 27.9 months with zero revenue
Over-capitalized
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: 21,978
High Concentration: 148% of revenue from Donations
Donations148.2%
Investment Income3.9%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
0
#39/68
Revenue
$1.1M
#66/68
Reserve Months
0.0
#1/68
Surplus
$1.0M
#16/68
Staff Cost %
0%
#1/68

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
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC43657
Entity TypeTrust
Registered22 Feb 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Feb 2010
Registered office
9 Kalmia Street, Ellerslie, 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: 29 September 2026.

Reporting Group — Consolidated Annual Return

Heart Health Research Trust is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.