The Auckland Maritime Foundation — Education Charity in Auckland

The Auckland Maritime 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- (70.3/100). Annual revenue: $10.1M NZD. Financial data as at September 2025.

Mission: Education & safety of persons at sea

Registration Number
CC22040
Charity Type
Trust
Registration Date
2008-03-19
Status
Active
CharityData Rating
B- (70.3/100)
Sector
Education
Location
Auckland, Auckland
Email
davidh@hmbmarina.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
September 2025

Beneficiaries: Children / young people, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$10.1M NZD
Total Expenses
$7.7M NZD
Total Assets
$63.3M NZD
Net Assets
$62.0M NZD
Reserve Months
2.0 months of operating expenses
Staff Count
19
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$10.1M$7.7M$62.0M
2024$9.9M$7.7M$59.6M
2023$9.2M$7.2M$1.9M
2022$10.7M$7.5M$2.1M
2021$35.3M$30.1M$4.3M
2020$5.4M$4.1M$-12.5M
2019$7.5M$5.5M$7.1M
2018$7.4M$6.2M$5.6M
2017$6.2M$4.4M$4.1M
2016$5.5M$3.6M$3.5M

CharityData Rating

Overall Grade
B-
Overall Score
70.3/100
Financial Score
72.5
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Dean HarrisTrustee2021-02-01
Julian Joseph PengellyTrustee2013-10-24
Donald MalcolmTrustee2013-07-23
Hamish RossTrustee2012-02-13
Brooke ArchboldTrustee2008-03-20
Tony HembrowTrustee2008-03-20

Former Officers (3)

  • Garry Melville-Smith — Trustee (departed 2012-05-23)
  • John Blundell — Trustee (departed 2014-09-30)
  • Harvey Sheppard — Trustee (departed 2013-03-31)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Senior Management$649,9612024
Key Management Personnel (aggregate)Senior Management$649,961-
Board/Trustees (unpaid)Trustees$230,3182024
Board/Trustees (unpaid)Trustees$230,318-
Donald Murray MalcolmTrustee-2024
Tony HembrowTrustee-2024
Julian Joseph PengellyTrustee-2024
Dean HarrisTrustee-2024
Dr Hamish Graham RossTrustee-2024
Brooke ArchboldChairman-2024

Service Providers

  • RSM
  • Australia New Zealand Bank Limited
  • Westpac New Zealand Limited
  • Patterson Hopkins

Similar Charities in Education

FunderEducationTrustFoundation

The Auckland Maritime Foundation

CC22040Auckland, AucklandRegistered 19 Mar 2008
Data updated: 23 Sept 2026
Financials30 Sept 2025Rating4d ago

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

B-
70/100
Financial
73
Governance
65
Transparency
85

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 6. 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

$10.1M

Expenses

$7.7M

Assets

$63.3M

Staff

19

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
Auckland

About

Mission

Education & safety of persons at sea

Who We Serve

Beneficiaries
Children / young peopleOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$10.1M
Total Expenses
$7.7M
Net Assets
$62.0M
Staff
19
employees

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
2mo
Could operate 2 months with zero revenue
Critical
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

13
Score /100
Highly Concentrated
HHI: 8,715
High Concentration: 93% of revenue from Other
Other93.1%
Investment Income6.9%

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
70
#87/501
Revenue
$10.1M
#2/501
Reserve Months
2.0
#1/501
Surplus
$2.4M
#2/501
Staff Cost %
21%
#501/501

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

Rating History

B-
2025
Score: 70.3
Financial: 73 | Governance: 65 | Transparency: 85
Current
C+
2024
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65

Rating

B-
Score: 70.3/100
Financial
72.5
Governance
65
Transparency
85
Why this grade: Financial 73 × 40% + Governance 65 × 60% = 68 → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Auditor
RSM Hayes
10 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC22040
Entity TypeTrust
Registered19 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Oct 1980
Registered office
Argo Drive, Bucklands Beach, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes 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: 30 September 2026.