The University Of Auckland Foundation — Education Charity in Auckland
The University Of Auckland Foundation 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 (77.8/100). Annual revenue: $70.3M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: Raising and stewarding funds for the advancement of research and education at the University of Auckland and other purposes that are charitable at law in NZ.
- Registration Number
- CC10985
- Charity Type
- Trust
- Registration Date
- 2007-09-02
- Status
- Active
- CharityData Rating
- B (77.8/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- http://www.uoafoundation.org.nz
- uoafoundation@auckland.ac.nz
- Funder Status
- Grant-making charity (university_foundation)
- Data as at
- December 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities
Financial Summary
- Total Revenue
- $70.3M NZD
- Total Expenses
- $42.9M NZD
- Total Assets
- $492.7M NZD
- Net Assets
- $423.5M NZD
- Reserve Months
- 8.4 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $70.3M | $42.9M | $423.5M |
| 2024 | $87.2M | $42.7M | $396.0M |
| 2023 | $37.6M | $0.0M | $331.8M |
| 2022 | $34.2M | $0.0M | $284.9M |
| 2021 | $27.8M | $0.0M | $302.6M |
| 2020 | $38.0M | $0.9M | $271.6M |
| 2019 | $13.6M | $0.5M | $179.1M |
| 2018 | $40.1M | $0.4M | $191.2M |
| 2017 | $23.1M | $0.0M | $177.0M |
| 2016 | $29.9M | $0.0M | $148.1M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.8/100
- Financial Score
- 97.5
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Keren Blakey | Trustee | 2025-01-01 |
| Allister Jennings | Officer | 2024-01-01 |
| Paul Cunningham | Officer | 2024-01-01 |
| Alice Mew | Trustee | 2023-06-02 |
| Miriam Dean | Trustee | 2023-06-02 |
| David Bridgman | Trustee | 2023-06-02 |
| Arthur Morris | Trustee | 2018-11-30 |
| David Carter | Trustee | 2014-05-30 |
| Lyndy Sainsbury | Trustee | 2013-09-13 |
| Jonathan Mason | Trustee | 2009-12-31 |
Former Officers (13)
- Elizabeth Hickey — Trustee (departed 2023-12-31)
- George France — Trustee (departed 2024-12-31)
- Sarah Roberts — Trustee (departed 2023-12-08)
- Matthew Silwood — Trustee (departed 2016-12-02)
- Cecilia Tarrant — Trustee (departed 2021-05-28)
- Denese Henare — Trustee (departed 2011-06-30)
- Ian Parton — Trustee (departed 2012-12-31)
- Stuart McCutcheon — Trustee (departed 2008-10-31)
- Geoffrey Ricketts — Trustee (departed 2023-03-10)
- John Matthews — Trustee (departed 2012-12-31)
- Hugh Fletcher — Trustee (departed 2019-11-29)
- Peter Hays — Trustee (departed 2018-11-30)
- Don Turkington — Trustee (departed 2010-12-31)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Board/Trustees (unpaid) | Trustees | $0 | 2024 |
| Board/Trustees (unpaid) | Trustees | $0 | - |
| Miriam Dean | Trustee | - | 2024 |
| David Carter | Chair | - | 2024 |
| David Carter | Trustee | - | 2021 |
| Lyndy Sainsbury | Trustee | - | 2024 |
| David Bridgman | Trustee | - | 2024 |
| Cecilia Tarrant | Trustee | - | 2021 |
| David Carter | Trustee | - | 2022 |
| Roger France | Trustee | - | 2021 |
| Dr Arthur Morris | Trustee | - | 2024 |
| Lyndy Sainsbury | Trustee | - | 2015 |
| Geoff Ricketts | Chair | - | 2022 |
| Roger France | Trustee | - | 2024 |
| Sarah Roberts | Trustee | - | 2022 |
| Alice Mew | Trustee | - | 2024 |
| Cecilia Tarrant | Trustee | - | 2015 |
| John Fraser | Trustee | - | 2015 |
| Geoff Ricketts | Chair | - | 2021 |
| Lyndy Sainsbury | Trustee | - | 2022 |
| Jonathan Mason | Trustee | - | 2024 |
| Arthur Morris | Trustee | - | 2024 |
| Roger France | Trustee | - | 2022 |
| Dr Arthur Morris | Trustee | - | 2021 |
| Elizabeth Hickey | Trustee | - | 2021 |
| Keren Blakey | Trustee | - | 2024 |
| David Bridgman | Trustee | - | 2023 |
| Lyndy Sainsbury | Trustee | - | 2023 |
| Jonathan Mason | Trustee | - | 2023 |
| Roger France | Trustee | - | 2020 |
| Roger France | Trustee | - | 2018 |
| Geoff Ricketts | Trustee | - | 2023 |
| Geoff Ricketts | Chair | - | 2020 |
| John Fraser | Trustee (SOMF) | - | 2019 |
| Cecilia Tarrant | Trustee | - | 2018 |
| David Carter | Trustee | - | 2018 |
| Roger France | Trustee | - | 2017 |
| Susan Jones | Auditor | - | 2019 |
| Elizabeth Hickey | Trustee | - | 2018 |
| Warwick Bagg | Dean of the Faculty of Medical and Health Sciences; Trustee of MHSF | - | 2023 |
| Sarah Roberts | Trustee | - | 2020 |
| John Fraser | Trustee (SOMF Board) | - | 2018 |
| David Carter | Chair | - | 2023 |
| David Carter | Trustee | - | 2020 |
| Arthur Morris | Trustee | - | 2019 |
| Miriam Dean | Trustee | - | 2023 |
| John Fraser | Dean of the Faculty of Medical and Health Sciences; Trustee of MHSF | - | 2023 |
| Cecilia Tarrant | Trustee | - | 2020 |
| Cecilia Tarrant | Trustee | - | 2019 |
| Lyndy Sainsbury | Trustee | - | 2018 |
| Roger France | Trustee | - | 2023 |
| Alice Mew | Trustee | - | 2023 |
| Peter Hays | Trustee | - | 2018 |
| Peter Hays | Trustee | - | 2017 |
| Elizabeth Hickey | Trustee | - | 2023 |
| Lyndy Sainsbury | Trustee | - | 2019 |
| Elizabeth Hickey | Trustee | - | 2020 |
| Sarah Roberts | Trustee | - | 2019 |
| Jonathan Mason | Trustee | - | 2018 |
| Hugh Fletcher | Trustee | - | 2017 |
| Geoff Ricketts | Chair | - | 2019 |
| Geoff Ricketts | Trustee | - | 2018 |
| Sarah Roberts | Trustee | - | 2023 |
| Arthur Morris | Trustee | - | 2023 |
| David Carter | Trustee | - | 2019 |
| Elizabeth Hickey | Trustee | - | 2022 |
| David Carter | Trustee | - | 2017 |
| Geoff Ricketts | Trustee | - | 2017 |
| Jonathan Mason | Trustee | - | 2022 |
| Jonathan Mason | Trustee | - | 2020 |
| Jonathan Mason | Trustee | - | 2019 |
| Arthur Morris | Trustee | - | 2018 |
| Dr Arthur Morris | Trustee | - | 2020 |
| Hugh Fletcher | Trustee | - | 2018 |
| Lyndy Sainsbury | Trustee | - | 2020 |
| Roger France | Trustee | - | 2019 |
| Jonathan Mason | Trustee | - | 2017 |
| Professor John Fraser | Trustee (SOMF Board) | - | 2020 |
| Hugh Fletcher | Trustee | - | 2019 |
| Elizabeth Hickey | Trustee | - | 2019 |
| Sarah Roberts | Trustee | - | 2018 |
| Elizabeth Hickey | Trustee | - | 2017 |
| Sarah Roberts | Trustee | - | 2017 |
| Peter Hays | Trustee | - | 2016 |
| Lyndy Sainsbury | Trustee | - | 2017 |
| Jonathan Mason | Trustee | - | 2016 |
| Cecilia Tarrant | Trustee | - | 2017 |
| Elizabeth Hickey | Trustee | - | 2015 |
| Susan Jones | Lead Auditor | - | 2017 |
| Sarah Roberts | Trustee | - | 2016 |
| Jonathan Mason | Trustee | - | 2021 |
| John Fraser | Trustee (SOMF) | - | 2017 |
| Lyndy Sainsbury | Trustee | - | 2016 |
| Jonathan Mason | Trustee | - | 2015 |
| Geoff Ricketts | Chairman | - | 2016 |
| David Carter | Trustee | - | 2016 |
| Hugh Fletcher | Trustee | - | 2016 |
| Roger France | Trustee | - | 2016 |
| Elizabeth Hickey | Trustee | - | 2016 |
| Cecilia Tarrant | Trustee | - | 2016 |
| Sarah Roberts | Trustee | - | 2015 |
| Lyndy Sainsbury | Trustee | - | 2021 |
| Geoff Ricketts | Trustee (marked as 1, likely Chair) | - | 2015 |
| Matthew Silwood | Trustee | - | 2015 |
| David Carter | Trustee | - | 2015 |
| Hugh Fletcher | Trustee | - | 2015 |
| Roger France | Trustee | - | 2015 |
| Sarah Roberts | Trustee | - | 2021 |
| Peter Hays | Trustee | - | 2015 |
| Arthur Morris | Trustee | - | 2022 |
Funding Sources
- Foundation North — $286,250
- Foundation North — $94,280
Major Funders and Contracts (FY2024)
As disclosed in The University Of Auckland Foundation's annual report.
- The University of Auckland — $41,727 — Primary beneficiary of charitable distributions and grants
Service Providers
- Grant Thornton New Zealand Audit Partnership
- Ernst & Young
- Ernst & Young
- Ernst & Young
- Ernst & Young
- Ernst & Young
- Ernst & Young
- Ernst and Young
- Ernst & Young
- Ernst and Young
- Ernst and Young
- EY
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- Bank of New Zealand
- The Icehouse Ltd
- Ernst and Young
- The Icehouse Ltd
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
- TGT Legal
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The University Of Auckland Foundation
Financial data as at December 2025. 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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 10. 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.
$70.3M
$42.9M
$492.7M
Financial data from Charities Services annual return (FY2025). 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
Raising and stewarding funds for the advancement of research and education at the University of Auckland and other purposes that are charitable at law in NZ.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 500 peers · Education (all sizes)
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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Claim This ProfileContact Details
Registration
Companies Office
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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Common questions
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