The Australasian Institute of Mining and Metallurgy, New Zealand Branch, Education Endowment TrustEducation Charity in Auckland

The Australasian Institute of Mining and Metallurgy, New Zealand Branch, Education Endowment Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: PURPOSES OF THE FUND (1) The Fund is established and shall be maintained exclusively for public charitable purposes within New Zealand being purposes of providing money, property or benefits to the following institutions, associations or organisations in New Zealand: (a) public universities; (b) any university, college, institute, association or organisation where the gift is for purposes of scientific research; (c) the Australian and New Zealand Association for the Advancement of Science; (d) a university, college of education, or polytechnic established under section 162 of the Education Act; to enable or encourage such universities, colleges, institutions, associations or foundations to: (i) fund research projects undertaken by persons, companies or organisations or in universities or other tertiary institutions that may benefit the Industry; (ii) provide scholarships to tertiary students undertaking undergraduate or postgraduate study or research in relation to science, etc....

Registration Number
CC23238
Charity Type
Trust
Registration Date
2008-04-20
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Auckland, Auckland
Website
http://www.ausimm.co.nz (link)
Email
graeme.fulton@xtra.co.nz
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
115.3 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.1M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.1M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.1M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Bridget JohnsonTrustee/ex-Officio2025-11-19
John DowTrustee2025-11-19
Ayrton HamiltonTrustee/secretary2023-02-19
William StearTrustee2023-02-14
Tony HaworthChair2014-03-07
Graeme FultonTrustee/treasurer2014-03-07
Vivienne BullTrustee1998-04-30

Former Officers (9)

  • Hamish McLauchlanTrustee/ex-Officio (departed 2025-08-25)
  • Kristy ChristensenTrustee (departed 2022-09-26)
  • Michael GazleyTrustee/ex-Officio (departed 2022-08-30)
  • Dean FergussonTrustee/ex-Officio (departed 2019-11-30)
  • Roger BriggsTrustee (departed 2019-11-30)
  • Richard BarkerTrustee (departed 2017-03-16)
  • Colin John HoganTrustee (departed 2014-03-07)
  • John St GeorgeChair (departed 2019-11-30)
  • Stuart RaboneSecretary/treasurer/trustee (departed 2012-10-29)

Similar Charities in Education

FunderEducationTrustEndowment

The Australasian Institute of Mining and Metallurgy, New Zealand Branch, Education Endowment Trust

CC23238Auckland, AucklandRegistered 20 Apr 2008
Data updated: Today
Financials8mo agoRatingyesterday

Financial data as at December 2025. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$24.0K

Expenses

$38.0K

Financial data from Charities Services annual return (FY2025). 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
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

PURPOSES OF THE FUND (1) The Fund is established and shall be maintained exclusively for public charitable purposes within New Zealand being purposes of providing money, property or benefits to the following institutions, associations or organisations in New Zealand: (a) public universities; (b) any university, college, institute, association or organisation where the gift is for purposes of scientific research; (c) the Australian and New Zealand Association for the Advancement of Science; (d) a university, college of education, or polytechnic established under section 162 of the Education Act; to enable or encourage such universities, colleges, institutions, associations or foundations to: (i) fund research projects undertaken by persons, companies or organisations or in universities or other tertiary institutions that may benefit the Industry; (ii) provide scholarships to tertiary students undertaking undergraduate or postgraduate study or research in relation to science, etc....

Key Statistics

Annual Revenue
$24.0K
Total Expenses
$38.0K
Net Assets
-

Financial Trends

Financial Trends (18 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
115.3mo
Could operate 115.3 months with zero revenue
Over-capitalized
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

50
Score /100
Concentrated
HHI: 5,042
Donations54.6%
Investment Income45.4%

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

Peer Comparison

Ranked against 353 peers · Education · Under $100K

Rating Score
77
#6/354
Revenue
$24K
#173/354
Reserve Months
115.3
#1/354
Surplus
$-14K
#325/354
Staff Cost %
0%
#1/354

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

Rating History

B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
B
2024
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC23238
Entity TypeTrust
Registered20 Apr 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 13 September 2026.