Nursing Education And Research Foundation Trust Board — Education Charity in Wellington
Nursing Education And Research Foundation Trust Board is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity B+ (80.8/100). Annual revenue: $0.8M NZD. Financial data as at March 2026.
Mission: Establish and maintain a fund to provide scholarships, travel grants and other assistance to New Zealand Nurses, to enable them to do nursing research work and acquire specialised knowledge and qualifications in connection with their profession of nursing. Overall, NERF's mission is to promote excellence in nursing and health care by providing funding opportunities for education and research.
- Registration Number
- CC11458
- Charity Type
- Charitable Trust
- Registration Date
- 2007-10-30
- Status
- Active
- CharityData Rating
- B+ (80.8/100)
- Sector
- Education
- Location
- Wellington, Wellington
- Grants@nzno.org.nz
- Data as at
- March 2026
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $8.7M NZD
- Net Assets
- $8.6M NZD
- Reserve Months
- 1.5 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.8M | $0.3M | $8.6M |
| 2025 | $0.4M | $0.3M | $8.1M |
| 2024 | $1.0M | $0.3M | $8.0M |
| 2023 | $0.5M | $0.5M | $7.3M |
| 2022 | $0.5M | $0.3M | $7.2M |
| 2021 | $1.5M | $0.2M | $7.0M |
| 2020 | $0.1M | $0.6M | $5.7M |
| 2019 | $0.3M | $0.2M | $6.2M |
| 2018 | $0.3M | $0.2M | $6.1M |
| 2017 | $0.4M | $0.2M | $6.0M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 80.8/100
- Financial Score
- 87.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Juliet Manning | Trustee | 2025-02-20 |
| Anne Daniels | Trustee | 2021-09-16 |
| Marie Burgess | Trustee | 2021-09-06 |
| Aroha Hudson | Trustee | 2017-11-21 |
| Melinda Jordan | Trustee | 2011-07-27 |
| Kerri Nuku | Trustee | 2009-09-17 |
Former Officers (21)
- Lynette Laing — Trustee (departed 2024-10-25)
- Tracey Morgan — Trustee (departed 2023-09-22)
- Tracy Haddon — Te Rōpū Kaiārahi O Te Rūnanga Subcommittee Representative (departed 2021-08-17)
- Anne Russell — Trustee (departed 2020-12-01)
- Margaret Hand — Trustee (departed 2019-11-26)
- Grant Brookes — Trustee (departed 2020-04-24)
- Phil Stewart — Trustee (departed 2017-02-23)
- Juliette Manning — Trustee (departed 2024-01-25)
- Steve Stirrat — Trustee (departed 2018-11-20)
- Veronica Hall — Trustee (departed 2013-11-21)
- Marion Guy — Trustee (departed 2015-09-15)
- Anne Hare — Trustee (departed 2012-11-30)
- Julie Beck — Trustee (departed 2013-08-14)
- Veronique Gibbons — Trustee (departed 2013-11-21)
- Maureen Laws — Trustee (departed 2015-08-05)
- Nano Tunnicliff — Trustee (departed 2013-02-22)
- Therese Heffernan — Trustee (departed 2009-11-25)
- Brenda Close — Trustee (departed 2009-09-16)
- Julia Cleaver — Trustee (departed 2011-03-24)
- Bonnie Schroyen — Trustee (departed 2009-09-16)
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Nursing Education And Research Foundation Trust Board
Financial data as at March 2026. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 6. 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.
$805.8K
$312.6K
$8.7M
3
Financial data from Charities Services annual return (FY2026). 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.
About
Establish and maintain a fund to provide scholarships, travel grants and other assistance to New Zealand Nurses, to enable them to do nursing research work and acquire specialised knowledge and qualifications in connection with their profession of nursing. Overall, NERF's mission is to promote excellence in nursing and health care by providing funding opportunities for education and research.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 130 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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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: 3 October 2026.
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