Milford Foundation — Environment Charity in Auckland

Milford Foundation is a Trust charity in the Environment sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $4.1M NZD. Financial data as at March 2026.

Mission: Investing in Aotearoa New Zealand communities by creating a sustainable future for generations to prosper. The Foundation provides support, both financial and otherwise, to other registered charities and otherwise support Charitable Purposes in New Zealand. Our activities will continuously evolve in response to community needs, with a strong focus on building a stronger, sustainable and more equitable New Zealand with thriving communities and healthy natural environment.

Registration Number
CC58088
Charity Type
Trust
Registration Date
2020-07-02
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Environment
Location
Auckland, Auckland
Email
info@milfordfoundation.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$4.1M NZD
Total Expenses
$2.1M NZD
Total Assets
$13.0M NZD
Net Assets
$13.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$4.1M$2.1M$13.0M
2025$5.4M$2.4M$11.0M
2024$3.7M$2.1M$8.0M
2023$1.7M$1.9M$6.5M
2022$5.4M$1.8M$6.6M
2021$3.2M$0.2M$3.0M

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (10)

  • Anna Gibbons — Trustee
  • Alastair Thomson — Trustee
  • Philip Morgan Rees — Trustee
  • Debra Sorensen — Trustee (departed 2025-08-18)
  • Rachel Brown — Trustee (departed 2025-05-31)
  • Tiaki Hunia — Trustee (departed 2025-05-31)
  • Sarah Norrie — Trustee
  • Graeme Thomas — Trustee
  • Mark Ryland — Trustee (departed 2021-04-21)
  • Anthony Quirk — Trustee

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Trustees, Chief Executive, and MAML Board$0-
Key Management Personnel (aggregate)Trustees, Chief Executive, and MAML Board$02025

Service Providers

  • Philip Taylor

Similar Charities in Environment

FunderEnvironmentTrustFoundation

Milford Foundation

CC58088Auckland, AucklandRegistered 2 Jul 2020
Data updated: 2 days ago
Financials6mo agoRatingyesterday

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

B+
83/100
Financial
90
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$4.1M

Expenses

$2.1M

Assets

$13.0M

Staff

2

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
HealthEnvironmentCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Investing in Aotearoa New Zealand communities by creating a sustainable future for generations to prosper. The Foundation provides support, both financial and otherwise, to other registered charities and otherwise support Charitable Purposes in New Zealand. Our activities will continuously evolve in response to community needs, with a strong focus on building a stronger, sustainable and more equitable New Zealand with thriving communities and healthy natural environment.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$4.1M
Total Expenses
$2.1M
Net Assets
$13.0M
Staff
2
employees

Financial Trends

Financial Trends (6 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
0mo
Could operate 0 months with zero revenue
Critical
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

30
Score /100
Highly Concentrated
HHI: 7,022
High Concentration: 82% of revenue from Donations
Donations81.8%
Investment Income18.2%

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

Peer Comparison

Ranked against 48 peers · Environment · $1M – $10M

Rating Score
83
#15/49
Revenue
$4.1M
#9/49
Reserve Months
0.0
#1/49
Surplus
$2.0M
#7/49
Staff Cost %
11%
#49/49

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

Rating History

B+
2026
Score: 82.5
Financial: 90 | Governance: 65 | Transparency: 65
Current
C
2025
Score: 60.4
Financial: 87 | Governance: 65 | Transparency: 65

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC58088
Entity TypeTrust
Registered2 Jul 2020
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Jul 2020
Registered office
Level 12, 50 Albert Street, Auckland Central

Sector & Activities

Primary Sector
Environment
Activities
Acts as an umbrella / resource bodyMakes 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: 27 September 2026.