The University Of Auckland Foundation — Education Charity in Auckland
The University Of Auckland Foundation is a Charitable 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
- Charitable 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 (9)
| Name | Role | Appointed |
|---|---|---|
| Keren Blakey | Trustee | 2025-01-01 |
| Allister Jennings | Officer | 2024-01-01 |
| Paul Cunningham | Officer | 2024-01-01 |
| Miriam Dean | Trustee | 2023-06-02 |
| David Bridgman | Trustee | 2023-06-02 |
| Alice Mew | Trustee | 2023-06-02 |
| Arthur Morris | Trustee | 2018-11-30 |
| David Carter | Trustee | 2014-05-30 |
| Lyndy Sainsbury | Trustee | 2013-09-13 |
Former Officers (14)
- 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)
- Jonathan Mason — Trustee (departed 2026-06-30)
- Denese Henare — Trustee (departed 2011-06-30)
- Ian Parton — Trustee (departed 2012-12-31)
- Hugh Fletcher — Trustee (departed 2019-11-29)
- Peter Hays — Trustee (departed 2018-11-30)
- Geoffrey Ricketts — Trustee (departed 2023-03-10)
- John Matthews — Trustee (departed 2012-12-31)
- Don Turkington — Trustee (departed 2010-12-31)
- Stuart McCutcheon — Trustee (departed 2008-10-31)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Board/Trustees (unpaid) | Trustees | Board or trustee role | $0 | 2024 |
| Board/Trustees (unpaid) | Trustees | Board or trustee role | $0 | - |
| Miriam Dean | Trustee | Board or trustee role | - | 2024 |
| David Carter | Chair | Board or trustee role | - | 2024 |
| David Carter | Trustee | Board or trustee role | - | 2021 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2024 |
| David Bridgman | Trustee | Board or trustee role | - | 2024 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2021 |
| David Carter | Trustee | Board or trustee role | - | 2022 |
| Roger France | Trustee | Board or trustee role | - | 2021 |
| Dr Arthur Morris | Trustee | Board or trustee role | - | 2024 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2015 |
| Geoff Ricketts | Chair | Board or trustee role | - | 2022 |
| Roger France | Trustee | Board or trustee role | - | 2024 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2022 |
| Alice Mew | Trustee | Board or trustee role | - | 2024 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2015 |
| John Fraser | Trustee | Board or trustee role | - | 2015 |
| Geoff Ricketts | Chair | Board or trustee role | - | 2021 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2022 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2024 |
| Arthur Morris | Trustee | Board or trustee role | - | 2024 |
| Roger France | Trustee | Board or trustee role | - | 2022 |
| Dr Arthur Morris | Trustee | Board or trustee role | - | 2021 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2021 |
| Keren Blakey | Trustee | Board or trustee role | - | 2024 |
| David Bridgman | Trustee | Board or trustee role | - | 2023 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2023 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2023 |
| Roger France | Trustee | Board or trustee role | - | 2020 |
| Roger France | Trustee | Board or trustee role | - | 2018 |
| Geoff Ricketts | Trustee | Board or trustee role | - | 2023 |
| Geoff Ricketts | Chair | Board or trustee role | - | 2020 |
| John Fraser | Trustee (SOMF) | Board or trustee role | - | 2019 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2018 |
| David Carter | Trustee | Board or trustee role | - | 2018 |
| Roger France | Trustee | Board or trustee role | - | 2017 |
| Susan Jones | Auditor | Role not classified | - | 2019 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2018 |
| Warwick Bagg | Dean of the Faculty of Medical and Health Sciences; Trustee of MHSF | Board or trustee role | - | 2023 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2020 |
| John Fraser | Trustee (SOMF Board) | Board or trustee role | - | 2018 |
| David Carter | Chair | Board or trustee role | - | 2023 |
| David Carter | Trustee | Board or trustee role | - | 2020 |
| Arthur Morris | Trustee | Board or trustee role | - | 2019 |
| Miriam Dean | Trustee | Board or trustee role | - | 2023 |
| John Fraser | Dean of the Faculty of Medical and Health Sciences; Trustee of MHSF | Board or trustee role | - | 2023 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2020 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2019 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2018 |
| Roger France | Trustee | Board or trustee role | - | 2023 |
| Alice Mew | Trustee | Board or trustee role | - | 2023 |
| Peter Hays | Trustee | Board or trustee role | - | 2018 |
| Peter Hays | Trustee | Board or trustee role | - | 2017 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2023 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2019 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2020 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2019 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2018 |
| Hugh Fletcher | Trustee | Board or trustee role | - | 2017 |
| Geoff Ricketts | Chair | Board or trustee role | - | 2019 |
| Geoff Ricketts | Trustee | Board or trustee role | - | 2018 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2023 |
| Arthur Morris | Trustee | Board or trustee role | - | 2023 |
| David Carter | Trustee | Board or trustee role | - | 2019 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2022 |
| David Carter | Trustee | Board or trustee role | - | 2017 |
| Geoff Ricketts | Trustee | Board or trustee role | - | 2017 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2022 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2020 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2019 |
| Arthur Morris | Trustee | Board or trustee role | - | 2018 |
| Dr Arthur Morris | Trustee | Board or trustee role | - | 2020 |
| Hugh Fletcher | Trustee | Board or trustee role | - | 2018 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2020 |
| Roger France | Trustee | Board or trustee role | - | 2019 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2017 |
| Professor John Fraser | Trustee (SOMF Board) | Board or trustee role | - | 2020 |
| Hugh Fletcher | Trustee | Board or trustee role | - | 2019 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2019 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2018 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2017 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2017 |
| Peter Hays | Trustee | Board or trustee role | - | 2016 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2017 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2016 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2017 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2015 |
| Susan Jones | Lead Auditor | Role not classified | - | 2017 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2016 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2021 |
| John Fraser | Trustee (SOMF) | Board or trustee role | - | 2017 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2016 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2015 |
| Geoff Ricketts | Chairman | Board or trustee role | - | 2016 |
| David Carter | Trustee | Board or trustee role | - | 2016 |
| Hugh Fletcher | Trustee | Board or trustee role | - | 2016 |
| Roger France | Trustee | Board or trustee role | - | 2016 |
| Elizabeth Hickey | Trustee | Board or trustee role | - | 2016 |
| Cecilia Tarrant | Trustee | Board or trustee role | - | 2016 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2015 |
| Lyndy Sainsbury | Trustee | Board or trustee role | - | 2021 |
| Geoff Ricketts | Trustee (marked as 1, likely Chair) | Board or trustee role | - | 2015 |
| Matthew Silwood | Trustee | Board or trustee role | - | 2015 |
| David Carter | Trustee | Board or trustee role | - | 2015 |
| Hugh Fletcher | Trustee | Board or trustee role | - | 2015 |
| Roger France | Trustee | Board or trustee role | - | 2015 |
| Sarah Roberts | Trustee | Board or trustee role | - | 2021 |
| Peter Hays | Trustee | Board or trustee role | - | 2015 |
| Arthur Morris | Trustee | Board or trustee role | - | 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
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association 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
BIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2025Contact 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.
Similar Charities in Education
Other Education charities ranked by overall score
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?▾
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.