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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Anna-Marie Lockyer | Trustee | 2026-09-07 |
| Joesph Liava'a | Trustee | 2026-07-09 |
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
| Name | Role | Compensation | Year |
|---|---|---|---|
| Unknown | Trustee | - | 2024 |
Funding Sources
- Foundation North — $25,000
Service Providers
- Sharon Heugh
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Auckland Foundation
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.
- Same audit firm for many yearsSame 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.
$3.7M
$2.3M
$20.3M
5
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funded By
Registered charities that have funded this organisation.
About
Support the future of Auckland by simplifying giving for good, so we have a thriving Tāmaki Makaurau.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 55 peers · Social Services · $1M – $10M
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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Sector & Activities
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.
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