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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Keren BlakeyTrustee2025-01-01
Allister JenningsOfficer2024-01-01
Paul CunninghamOfficer2024-01-01
Alice MewTrustee2023-06-02
Miriam DeanTrustee2023-06-02
David BridgmanTrustee2023-06-02
Arthur MorrisTrustee2018-11-30
David CarterTrustee2014-05-30
Lyndy SainsburyTrustee2013-09-13
Jonathan MasonTrustee2009-12-31

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

NameRoleCompensationYear
Board/Trustees (unpaid)Trustees$02024
Board/Trustees (unpaid)Trustees$0-
Miriam DeanTrustee-2024
David CarterChair-2024
David CarterTrustee-2021
Lyndy SainsburyTrustee-2024
David BridgmanTrustee-2024
Cecilia TarrantTrustee-2021
David CarterTrustee-2022
Roger FranceTrustee-2021
Dr Arthur MorrisTrustee-2024
Lyndy SainsburyTrustee-2015
Geoff RickettsChair-2022
Roger FranceTrustee-2024
Sarah RobertsTrustee-2022
Alice MewTrustee-2024
Cecilia TarrantTrustee-2015
John FraserTrustee-2015
Geoff RickettsChair-2021
Lyndy SainsburyTrustee-2022
Jonathan MasonTrustee-2024
Arthur MorrisTrustee-2024
Roger FranceTrustee-2022
Dr Arthur MorrisTrustee-2021
Elizabeth HickeyTrustee-2021
Keren BlakeyTrustee-2024
David BridgmanTrustee-2023
Lyndy SainsburyTrustee-2023
Jonathan MasonTrustee-2023
Roger FranceTrustee-2020
Roger FranceTrustee-2018
Geoff RickettsTrustee-2023
Geoff RickettsChair-2020
John FraserTrustee (SOMF)-2019
Cecilia TarrantTrustee-2018
David CarterTrustee-2018
Roger FranceTrustee-2017
Susan JonesAuditor-2019
Elizabeth HickeyTrustee-2018
Warwick BaggDean of the Faculty of Medical and Health Sciences; Trustee of MHSF-2023
Sarah RobertsTrustee-2020
John FraserTrustee (SOMF Board)-2018
David CarterChair-2023
David CarterTrustee-2020
Arthur MorrisTrustee-2019
Miriam DeanTrustee-2023
John FraserDean of the Faculty of Medical and Health Sciences; Trustee of MHSF-2023
Cecilia TarrantTrustee-2020
Cecilia TarrantTrustee-2019
Lyndy SainsburyTrustee-2018
Roger FranceTrustee-2023
Alice MewTrustee-2023
Peter HaysTrustee-2018
Peter HaysTrustee-2017
Elizabeth HickeyTrustee-2023
Lyndy SainsburyTrustee-2019
Elizabeth HickeyTrustee-2020
Sarah RobertsTrustee-2019
Jonathan MasonTrustee-2018
Hugh FletcherTrustee-2017
Geoff RickettsChair-2019
Geoff RickettsTrustee-2018
Sarah RobertsTrustee-2023
Arthur MorrisTrustee-2023
David CarterTrustee-2019
Elizabeth HickeyTrustee-2022
David CarterTrustee-2017
Geoff RickettsTrustee-2017
Jonathan MasonTrustee-2022
Jonathan MasonTrustee-2020
Jonathan MasonTrustee-2019
Arthur MorrisTrustee-2018
Dr Arthur MorrisTrustee-2020
Hugh FletcherTrustee-2018
Lyndy SainsburyTrustee-2020
Roger FranceTrustee-2019
Jonathan MasonTrustee-2017
Professor John FraserTrustee (SOMF Board)-2020
Hugh FletcherTrustee-2019
Elizabeth HickeyTrustee-2019
Sarah RobertsTrustee-2018
Elizabeth HickeyTrustee-2017
Sarah RobertsTrustee-2017
Peter HaysTrustee-2016
Lyndy SainsburyTrustee-2017
Jonathan MasonTrustee-2016
Cecilia TarrantTrustee-2017
Elizabeth HickeyTrustee-2015
Susan JonesLead Auditor-2017
Sarah RobertsTrustee-2016
Jonathan MasonTrustee-2021
John FraserTrustee (SOMF)-2017
Lyndy SainsburyTrustee-2016
Jonathan MasonTrustee-2015
Geoff RickettsChairman-2016
David CarterTrustee-2016
Hugh FletcherTrustee-2016
Roger FranceTrustee-2016
Elizabeth HickeyTrustee-2016
Cecilia TarrantTrustee-2016
Sarah RobertsTrustee-2015
Lyndy SainsburyTrustee-2021
Geoff RickettsTrustee (marked as 1, likely Chair)-2015
Matthew SilwoodTrustee-2015
David CarterTrustee-2015
Hugh FletcherTrustee-2015
Roger FranceTrustee-2015
Sarah RobertsTrustee-2021
Peter HaysTrustee-2015
Arthur MorrisTrustee-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 University Of Auckland Foundation logo
FunderEducationTrustUniversity Foundation

The University Of Auckland Foundation

CC10985Auckland, AucklandRegistered 2 Sept 2007
Data updated: 4 days ago
Financials9mo agoRatingyesterday

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

B
78/100
Financial
98
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 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.

Revenue

$70.3M

Expenses

$42.9M

Assets

$492.7M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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
Auckland

Funded By

Registered charities that have funded this organisation.

About

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.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$70.3M
Total Expenses
$42.9M
Net Assets
$423.5M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
8.4mo
Could operate 8.4 months with zero revenue
Healthy
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: 5,019
Investment Income53.1%
Donations46.9%

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)

Rating Score
78
#33/501
Revenue
$70.3M
#1/501
Reserve Months
8.4
#1/501
Surplus
$27.4M
#1/501
Staff Cost %
0%
#1/501

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

Rating History

B
2025
Score: 77.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
A-
2024
Score: 86.5
Financial: 100 | Governance: 55 | Transparency: 65

Rating

B
Score: 77.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC10985
Entity TypeTrust
Registered2 Sept 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 2002
Registered office
7 Symonds Street, Auckland Central, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes 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.

Common questions

Questions people searching for The University Of Auckland Foundation commonly ask — and whether the data on this page answers them.

Who are the trustees of the University of Auckland Foundation?▾
The University of Auckland Foundation has 10 current trustees, including Arthur Morris, Keren Blakey, Alice Mew, David Bridgman, Miriam Dean, Sarah Roberts, Matt Silwood, and Lyndy Sainsbury. David Carter serves as Chair.
What is the largest donation ever made to a University?▾
Where to donate furniture in Auckland?▾

Questions sourced from Google "People also ask" for this entity. Answers are search snippets — check linked sources and the rest of this page for verified data.