Whau Mental Health Research Foundation — Health Charity in Auckland

Whau Mental Health Research Foundation is a Charitable Trust charity in the Health sector, based in Auckland, Auckland. Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To support high quality research in New Zealand into studies that address problems with mental health by providing funding for studies into their epidemiology, aetiology, pathology, clinical presentation, intervention and prevention or towards any one or more related objects or purposes which are charitable in accordance with the law of New Zealand, which related objects and purposes are declared to be the objects and purposes of the Trust.

Registration Number
CC10497
Charity Type
Charitable Trust
Registration Date
2007-06-24
Status
Active
Sector
Health
Location
Auckland, Auckland
Email
info@whaufoundation.org.nz
Data as at
March 2025

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

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.8M NZD
Net Assets
$0.7M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.2M$0.7M
2024$0.1M$0.1M$0.8M
2023$0.0M$0.1M$0.9M
2022$0.0M$0.1M$0.9M
2021$0.1M$0.3M$1.0M
2020$0.1M$0.1M$1.2M
2019$0.1M$0.1M$1.3M
2018$0.0M$0.1M$1.2M
2017$0.1M$0.1M$1.2M
2016$0.1M$0.1M$1.3M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Jacqueline LeggatTrustee2025-06-01
Clive BensemannTrustee2024-03-21
Georgina GiordaniTrustee2022-04-07
Kiri PrenticeTrustee2021-08-16
Dick BellamyTrustee2012-12-03
Barbara DisleyTrustee2011-11-03
Brian J LinehanTrustee2007-06-07
Robert R KyddChair2007-06-07

Former Officers (18)

  • Roger Hill — Trustee (departed 2026-07-21)
  • Maria Baker — Trustee (departed 2022-02-11)
  • Taimi Allan — Trustee (departed 2021-11-11)
  • Philip Recordon — Trustee (departed 2024-03-21)
  • John Hagen — Trustee (departed 2022-12-20)
  • Louise Nicholson — Trustee (departed 2022-09-23)
  • Kerri Butler — Trustee (departed 2016-03-07)
  • Hugh Williams — Trustee (departed 2015-02-17)
  • Geoff Bridgman — Trustee (departed 2023-11-14)
  • Catherine Mary Prebble — Trustee (departed 2023-11-08)
  • Gael M McDonald — Trustee (departed 2008-11-06)
  • Ronald J Gilbert — Trustee (departed 2011-02-07)
  • Kenneth L Eagle — Trustee (departed 2012-11-20)
  • Roger H Culpan — Trustee (departed 2007-11-01)
  • Warren J Brookbanks — Chair (departed 2017-10-19)
  • Louis Boulanger — Trustee (departed 2010-10-15)
  • Sally N Merry — Trustee (departed 2014-09-30)
  • Edgar N Rout — Secretary/ Treasurer (departed 2011-03-10)

Similar Charities in Health

HealthCharitable Trust

Whau Mental Health Research Foundation

CC10497Auckland, AucklandRegistered 24 Jun 2007
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$55.9K

Expenses

$166.1K

Assets

$807.9K

Staff

1

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

About

Mission

To support high quality research in New Zealand into studies that address problems with mental health by providing funding for studies into their epidemiology, aetiology, pathology, clinical presentation, intervention and prevention or towards any one or more related objects or purposes which are charitable in accordance with the law of New Zealand, which related objects and purposes are declared to be the objects and purposes of the Trust.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$55.9K
Total Expenses
$166.1K
Net Assets
$733.5K
Staff
1
employees
Volunteers
0

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
8.7mo
Could operate 8.7 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

21
Score /100
Highly Concentrated
HHI: 7,888
High Concentration: 88% of revenue from Investment Income
Investment Income88.3%
Other9.2%
Donations2.5%

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

Peer Comparison

Ranked against 215 peers · Health · Under $100K

Rating Score
0
#61/216
Revenue
$56K
#38/216
Reserve Months
0.0
#1/216
Surplus
$-110K
#212/216
Staff Cost %
28%
#216/216

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
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC10497
Entity TypeCharitable Trust
Registered24 Jun 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Aug 1967
Registered office
Unit A, Building 1, 100 Bush Road, Rosedale, Auckland

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.