Annual Information Statement 2016

Legal Name
The Sir Robert Menzies Memorial Foundation Limited

Section A: Charity Information

Other names charity is known by (such as trading name)
  • Menzies Foundation
  • The Sir Robert Menzies Memorial Foundation Limited
Charity size
Basic Religious Charity

Section B: Activities

Did the charity operate in the 2016 reporting period?
Main activity
Grant-making activities
Main activities
  • Higher educatio
  • Research
  • Other health service delivery
Estimated percentage of charity's grant funding that was
  • For capacity building of the grant recipients: 35%
  • Granted through a public or open application process, or similar: 65%
  • Specifically for recipients in rural and regional Australia: 8%
  • Part of multi-year grants: 42%
Description of charity's activities and outcomes
To perpetuate the education legacy of Sir Robert Menzies by providing: postgraduate scholarships and fellowships in allied health, engineering, law and medical research, and postgraduate scholarships to Harvard University in a wider range of disciplines; financial support to Menzies health and medical research institutes; professional development in areas to benefit the broader Australian community.
Will the charity change or introduce any activities in the 2017 period?
Where the charity conducted activities during the 2016 reporting period
  • Australian Capital Territory
  • New South Wales
  • Northern Territory
  • Queensland
  • South Australia
  • Tasmania
  • Victoria
  • Western Australia
  • Other Countries
    • CHE
    • GBR
    • USA
Who was helped most by the charity's activities in the reporting period
General community within Australia

Section C: Human Resources

Human resources
  • Full time employees: 2
  • Part time employees: 2
  • Casual employees: 1

Section D: Finance

Type of financial statement
General purpose financial statements
Financial report consolidated with more than one entity?
Did your charity have any related party transactions?
Does your charity have documented policies or processes about related party transactions?
Charity's 2016 reporting period
1 January 2016 to 31 December 2016
Financial report submitted to a state/territory regulator?
2016 Financial report
Note: If you want to see the financial report or annual report that this charity has submitted, go back to Financials & Documents.

Income and Expenses

Comprehensive Income Statement summary

Gross Income
Donations and bequests
Revenue from government including grants
All other revenue
Total revenue
Other income (for example, gains)
Total gross income
Employee expenses
Interest expenses
Grants and donations made for use in Australia
Grants and donations made for use outside Australia
All other expenses
Total expenses
Net surplus/(deficit)
Other comprehensive income
Total comprehensive income

Balance Sheet extract

Total current assets
Non-current loans receivable
Other non-current assets
Total non-current assets
Total assets
Total current liabilities
Non-current loans payable
Other non-current liabilities
Total non-current liabilities
Total liabilities
Net assets/liabilities