Outward Bound Trust Of New Zealand Foundation — Education Charity in Auckland
Outward Bound Trust Of New Zealand 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- (70.8/100). Annual revenue: $2.5M NZD. Financial data as at June 2025.
Mission: The principal activity of the Foundation is to invest Endowment donations received, providing an income to Outward Bound Trust of New Zealand, to be used in the running of its experiential education courses.
- Registration Number
- CC22777
- Charity Type
- Trust
- Registration Date
- 2008-04-09
- Status
- Active
- CharityData Rating
- B- (70.8/100)
- Sector
- Education
- Location
- Auckland, Auckland
- governance@outwardbound.co.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2025
Beneficiaries: Children / young people, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $2.5M NZD
- Total Expenses
- $2.6M NZD
- Total Assets
- $29.4M NZD
- Net Assets
- $28.9M NZD
- Reserve Months
- 1.6 months of operating expenses
- Staff Count
- 0
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.5M | $2.6M | $28.9M |
| 2024 | $1.3M | $2.3M | $26.3M |
| 2023 | $5.6M | $1.5M | $24.5M |
| 2022 | $0.3M | $0.7M | $18.7M |
| 2021 | $0.4M | $0.6M | $19.6M |
| 2020 | $0.4M | $0.1M | $17.1M |
| 2019 | $0.1M | $1.0M | $17.9M |
| 2018 | $0.1M | $1.2M | $17.4M |
| 2017 | $0.1M | $1.1M | $16.8M |
| 2016 | $0.1M | $1.6M | $15.8M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.8/100
- Financial Score
- 77.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Toby Selman | Trustee | 2026-03-24 |
| Tim Watts | Trustee | 2016-10-29 |
| Andrew Smith | Trustee | 2008-06-13 |
Former Officers (16)
- Crystal Kaiwai — Acting Chief Executive Officer
- Laura Platt — Head of Finance (departed 2026-05-01)
- Delwyn Hart — Trustee (departed 2026-03-03)
- Fiona Mackenzie — Trustee (departed 2021-02-28)
- Grant Faber — Trustee (departed 2019-12-31)
- David Levene — Trustee (departed 2016-06-23)
- Bruce Cardwell — Trustee (departed 2014-09-22)
- Lloyd East — Trustee (departed 2014-09-22)
- Brien Mahoney — Trustee (departed 2025-12-05)
- Sir David Tompkins — Trustee (departed 2013-09-22)
- Ronald Faber — Trustee (departed 2011-10-30)
- John Patterson — Trustee (departed 2019-12-31)
- Helen Fletcher — Trustee (departed 2012-09-14)
- Dave Tibby — Trustee (departed 2019-12-31)
- Dynes Fulton — Trustee (departed 2019-12-31)
- Mark Bentley — Trustee (departed 2009-10-23)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Board/Trustees (unpaid) | Board Members | $0 | 2023 |
| Key Management Personnel (aggregate) | Key Management Personnel | $0 | - |
| Board/Trustees (unpaid) | Board Members | $0 | - |
| Key Management Personnel (aggregate) | Key Management Personnel | $0 | 2023 |
| Key Management Personnel (aggregate) | Key Management Personnel | $0 | 2025 |
| Board/Trustees (unpaid) | Board Members | $0 | 2025 |
Service Providers
- Grant Thornton
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
Outward Bound Trust Of New Zealand Foundation
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (2)
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 3. 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.
- Same audit firm for many yearsSame audit firm (Grant Thornton) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$2.5M
$2.6M
$29.4M
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.
About
The principal activity of the Foundation is to invest Endowment donations received, providing an income to Outward Bound Trust of New Zealand, to be used in the running of its experiential education courses.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 37 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.
Rating
B-Is this your charity?
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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. Last updated: 30 September 2026.
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