Auckland Foundation — Social Services Charity in Auckland

Auckland Foundation is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $3.7M NZD. Financial data as at March 2026.

Mission: Support the future of Auckland by simplifying giving for good, so we have a thriving Tāmaki Makaurau.

Registration Number
CC44688
Charity Type
Trust
Registration Date
2010-07-18
Status
Active
CharityData Rating
B+ (82.7/100)
Sector
Social Services
Location
Auckland, Auckland
Email
melody@aucklandfoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Animals, Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$3.7M NZD
Total Expenses
$2.3M NZD
Total Assets
$20.3M NZD
Net Assets
$20.2M NZD
Reserve Months
8.6 months of operating expenses
Staff Count
5
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$3.7M$2.3M$20.2M
2025$10.6M$2.3M$18.8M
2024$4.2M$2.8M$10.5M
2023$2.1M$2.1M$9.1M
2022$2.7M$1.6M$9.1M
2021$3.5M$2.0M$8.0M
2020$1.9M$1.5M$6.5M
2019$3.7M$1.6M$6.1M
2018$1.6M$1.5M$4.0M
2017$2.2M$1.6M$3.9M

CharityData Rating

Overall Grade
B+
Overall Score
82.7/100
Financial Score
86
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Anna-Marie LockyerTrustee2026-09-07
Joesph Liava'aTrustee2026-07-09

Former Officers (41)

  • Robson Liang — Trustee
  • Judith Dobson — Trustee
  • Joshna Mistry — Trustee
  • Melody Mobsby — Chief Executive
  • John Bourke — Trustee (departed 2025-12-10)
  • Jack Bourke — Trustee (departed 2025-12-10)
  • Jada MacFie — Trustee (departed 2024-09-05)
  • Garth Sinclair — Chair
  • Juliet Moses — Trustee
  • Nigel Scott — Trustee
  • Rachel Smalley — Trustee (departed 2021-11-01)
  • Qiujing Wong — Trustee (departed 2022-04-11)
  • Kenneth Whitney — Trustee (departed 2026-09-17)
  • Douglas Hanna — Trustee (departed 2022-04-11)
  • Ian Short — Trustee (departed 2024-02-22)
  • Kenneth Leong — Trustee (departed 2025-09-04)
  • Suneil Connor — Trustee (departed 2025-02-12)
  • Peter Elderkin — Trustee (departed 2017-05-01)
  • Amokura Panoho — Trustee (departed 2022-12-31)
  • Joy Marslin — Chair (departed 2021-04-20)

Executive Compensation

NameRoleCompensationYear
UnknownTrustee-2024

Funding Sources

  • Foundation North — $25,000

Service Providers

  • Sharon Heugh

Similar Charities in Social Services

FunderSocial ServicesTrustFoundation

Auckland Foundation

CC44688Auckland, AucklandRegistered 18 Jul 2010
Data updated: 3 days ago
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

B+
83/100
Financial
86
Governance
75
Transparency
65

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.

  • Same audit firm for many years
    Same audit firm (RSM Hayes Audit) for 6 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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.

Revenue

$3.7M

Expenses

$2.3M

Assets

$20.3M

Staff

5

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

Funded By

Registered charities that have funded this organisation.

About

Mission

Support the future of Auckland by simplifying giving for good, so we have a thriving Tāmaki Makaurau.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$3.7M
Total Expenses
$2.3M
Net Assets
$20.2M
Staff
5
employees

Financial Trends

Financial Trends (16 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
8.6mo
Could operate 8.6 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

40
Score /100
Concentrated
HHI: 6,023
Donations75.6%
Investment Income14.4%
Other10.0%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
83
#10/56
Revenue
$3.7M
#15/56
Reserve Months
8.6
#1/56
Surplus
$1.4M
#3/56
Staff Cost %
17%
#56/56

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B+
2026
Score: 82.7
Financial: 86 | Governance: 75 | Transparency: 65
Current
C+
2025
Score: 65.5
Financial: 90 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82.7/100
Financial
86
Governance
75
Transparency
65
Why this grade: Financial 86 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC44688
Entity TypeTrust
Registered18 Jul 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Apr 2010
Registered office
Southern Cross Building, 61 High Street, Auckland Central

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides services (e.g. care / counselling)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: 27 September 2026.