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 B+ (83.3/100). Annual revenue: $34.8M NZD. Financial data as at December 2024.
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
- B+ (83.3/100)
- Sector
- Health
- Location
- Auckland, Auckland
- uoafoundation@auckland.ac.nz
- Funder Status
- Grant-making charity (university_foundation)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $34.8M NZD
- Total Expenses
- $23.6M NZD
- Total Assets
- $151.9M NZD
- Net Assets
- $115.6M NZD
- Reserve Months
- 58.8 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 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 |
| 2015 | $8.2M | $6.9M | $26.7M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 83.3/100
- Financial Score
- 97.5
- Governance Score
- 50
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Paul Cunningham — Officer
- Warwick Bagg — Ex Officio Trustee
- Allister Jennings — Officer
- Kathryn Philipson — Trustee
- Lyndsey Partridge — Trustee
- Harry White — Trustee (departed 2023-11-28)
- 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)
- John Dunn — Trustee
- Peter Tong — Trustee (departed 2017-12-01)
- Stuart McCutcheon — Trustee (departed 2009-06-30)
- Darren Manning — Trustee
- 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)
Funding Sources
- Public Donations — $20,357,000 (individual)
- Investment Income — $14,441,000 (corporate)
Service Providers
- Brent Penrose
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The University of Auckland Medical & Health Sciences Foundation
CC30871Auckland, AucklandRegistered 30 Jun 2008
Data updated: Yesterday
Financials31 Dec 2024Ratingyesterday
Financial data as at December 2024. Sourced from Charities Services register.
B+
83/100
Financial
98
Governance
50
Transparency
50
Revenue
$34.8M
Expenses
$23.6M
Assets
$151.9M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 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.
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.
Key Statistics
Annual Revenue
$34.8M
Total Expenses
$23.6M
Net Assets
$115.6M
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
5.3mo
Could operate 5.3 months with zero revenue
Low reserves
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
49
Score /100
Concentrated
HHI: 5,145
Donations58.5%
Investment Income41.5%
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
83
Revenue
$34.8M
Reserve Months
58.8
Surplus
$11.2M
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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FY2024Contact Details
Address
Auckland, Auckland
Registration
Registration NumberCC30871
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 17 April 2026.
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