SPIRIT OF ADVENTURE TRUST — Education Charity in Auckland
SPIRIT OF ADVENTURE TRUST is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $4.8M NZD. Financial data as at March 2026.
Mission: Spirit of Adventure Trust mission is to enable young New Zealanders to reach their full potential through the challenge of the sea. Running youth development voyages on the tall ship Spirit of New Zealand, the voyages provide a unique environment where the focus of learning is on teamwork, developing communication skills, self reliance, self discipline, self esteem, resilience, confidence and leadership.
- Registration Number
- CC22151
- Charity Type
- Charitable Trust
- Registration Date
- 2008-03-26
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- info@soat.org.nz
- Data as at
- March 2026
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $4.8M NZD
- Total Expenses
- $4.1M NZD
- Total Assets
- $16.8M NZD
- Net Assets
- $15.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 24
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $4.8M | $4.1M | $15.7M |
| 2025 | $0.4M | $0.0M | $2.8M |
| 2024 | $4.7M | $0.0M | $3.0M |
| 2023 | $3.0M | $0.0M | $2.8M |
| 2022 | $3.5M | $0.0M | $2.3M |
| 2021 | $4.0M | $0.0M | $2.2M |
| 2020 | $2.6M | $0.0M | $1.4M |
| 2019 | $1.4M | $0.0M | $0.7M |
| 2018 | $1.0M | $0.0M | $0.6M |
| 2017 | $0.9M | $0.0M | $-0.0M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Jeff Morrison | Trustee | 2008-08-25 |
| Bruce Pilbrow | Trustee | 2026-06-12 |
| ANDREW JAMES SPENCER | Trustee | 2026-04-13 |
| Matthew Flynn | Trustee | 2024-04-21 |
| Ngaire Ashmore | Trustee | 2023-01-17 |
| Catherine Mason | Trustee | 2018-11-05 |
| Jerry Norman | Trustee | 2015-11-30 |
| Stephen Barry FISHER | Chair | 1973-02-13 |
Former Officers (14)
- Chris Jewell — Trustee (departed 2025-02-23)
- Aaron Bethune — Trustee (departed 2023-10-09)
- Hamish Carter — Trustee (departed 2013-05-27)
- Brooke Archbold — Trustee (departed 2024-04-21)
- Robert Hawkins — Trustee (departed 2015-11-30)
- Hugh O' Neill — Trustee (departed 2012-08-27)
- Susan Blakely — Trustee (departed 2023-02-27)
- Peter William Fitzsimmons — Trustee (departed 2010-02-15)
- ROSS EDWARD GREEN — Trustee (departed 2012-10-08)
- JAMES BRUCE STANHOPE LOTT — Trustee (departed 2011-07-29)
- MARGARET ANNE BENDALL — Trustee (departed 2008-02-11)
- Michael Austin — Trustee (departed 2020-02-03)
- JOHN COLLINGWOOD KING — Deputy Chair (departed 2008-08-04)
- Tessa Duder — Trustee (departed 2020-03-31)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Key Management Personnel (aggregate) | CEO, Marine Manager, and three active Masters | Group total | $615,891 | 2025 |
| Key Management Personnel (aggregate) | CEO, Marine Manager, and three active Masters | Group total | $615,891 | 2023 |
| Board/Trustees (unpaid) | Trustee | Board or trustee role | $0 | 2025 |
| Board/Trustees (unpaid) | Trustee | Board or trustee role | $0 | 2023 |
Funding Sources
- Pub Charity Limited — $499,997
- Foundation North — $226,240
- Foundation North — $195,000
- Foundation North — $112,500
- Foundation North — $100,000
- Foundation North — $100,000
- Foundation North — $91,304
- Foundation North — $65,000
- Foundation North — $65,000
- The Trusts Community Foundation — $50,000
- Four Winds Foundation Limited — $49,500
- Four Winds Foundation Limited — $45,000
- Four Winds Foundation Limited — $30,000
- Aotearoa Gaming Foundation — $30,000
- Aotearoa Gaming Foundation — $30,000
- Four Winds Foundation Limited — $30,000
- Grassroots Trust Central Limited — $30,000
- Aotearoa Gaming Foundation — $29,999
- Pelorus Trust — $20,000
- Grassroots Trust Central Limited — $20,000
- Trillian Trust — $10,000
- Grassroots Trust Central Limited — $10,000
- Trillian Trust — $6,970
- Kiwi Gaming Foundation Limited — $6,322
- Grassroots Trust Central Limited — $5,000
- New Zealand Community Trust — $5,000
Service Providers
- PwC
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SPIRIT OF ADVENTURE TRUST
Financial data as at March 2026. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$4.8M
$4.1M
$16.8M
24
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
Spirit of Adventure Trust mission is to enable young New Zealanders to reach their full potential through the challenge of the sea. Running youth development voyages on the tall ship Spirit of New Zealand, the voyages provide a unique environment where the focus of learning is on teamwork, developing communication skills, self reliance, self discipline, self esteem, resilience, confidence and leadership.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 49 peers · Education · $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.
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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.
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