University of Canterbury Foundation — Education Charity in Christchurch

University of Canterbury Foundation is a Trust charity in the Education sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity B (77.8/100). Annual revenue: $9.5M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: Advancement of education, research and learning

Registration Number
CC27669
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (77.8/100)
Sector
Education
Location
Christchurch, Christchurch
Email
ucfoundation@canterbury.ac.nz
Funder Status
Grant-making charity (university_foundation)
Data as at
December 2025

Beneficiaries: Children / young people, General public, Older people, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$9.5M NZD
Total Expenses
$5.0M NZD
Total Assets
$65.4M NZD
Net Assets
$64.3M NZD
Reserve Months
3.4 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$9.5M$5.0M$64.3M
2024$22.6M$5.1M$59.7M
2023$4.8M$0.1M$24.2M
2022$3.0M$0.1M$31.0M
2021$5.7M$0.1M$40.7M
2020$4.9M$0.1M$36.4M
2019$5.4M$0.1M$33.5M
2018$7.3M$0.1M$31.1M
2017$7.9M$0.1M$32.5M
2016$7.1M$4.1M$30.3M

CharityData Rating

Overall Grade
B
Overall Score
77.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Red Flags

  • 4 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 (12)

NameRoleAppointed
Amy AdamsTrustee2022-03-01
Cheryl de la ReyTrustee2019-02-04
Simon FloodTrustee2017-12-06
Erin JacksonTrustee2016-10-28
Wynnis ArmourTrustee2016-10-28
Robert LinehamTrustee2016-10-28
Selwyn MaisterTrustee2013-05-02
Graham EwingTrustee2011-08-18
Kevin SimcockTrustee2010-11-01
Andrew OhTrustee2010-11-01
Murray ComptonTrustee2005-04-22
Robin MannTrustee2003-01-01

Former Officers (34)

  • Annie Sail — Treasurer (departed 2022-07-15)
  • Sue Mccormack — Trustee (departed 2022-02-28)
  • Kate Russell — Trustee (departed 2021-07-09)
  • Amandeep Singh — Treasurer (departed 2020-01-31)
  • Joanne Dowling — Executive Officer (departed 2021-12-17)
  • Warren Poh — Trustee (departed 2016-03-31)
  • Karen Foreman-Brown — Trustee (departed 2016-11-30)
  • Janice Fredric — Trustee (departed 2016-11-30)
  • Geoffrey Taylor — Treasurer (departed 2014-10-14)
  • Jen Crawford — Trustee (departed 2012-10-09)
  • Graeme Steven — Executive Officer (departed 2014-05-01)
  • Deborah O'Connor — Treasurer (departed 2013-02-28)
  • Louise Edwards — Trustee (departed 2013-02-28)
  • Roger Sutton — Trustee (departed 2011-09-07)
  • Rod Carr — Trustee (departed 2019-01-31)
  • Rex Williams — Trustee (departed 2013-02-28)
  • Andrew Hornblow — Trustee (departed 2010-08-30)
  • Barry Ramsay — Trustee (departed 2024-07-14)
  • Adrienne Watson — Treasurer (departed 2010-03-31)
  • Stephen Collins — Trustee (departed 2010-08-30)

Executive Compensation

NameRoleCompensationYear
Ms Erin JacksonTrustee-2022
Ms Wynnis ArmourTrustee-2022
Mr Kevin SimcockTrustee-2024
Sarah OliverTrustee-2023
Mr Andrew OhTrustee-2022
Grant McCallumTrustee-2023
Adrienne GouldTrustee-2023
Mr Graham EwingTrustee-2022
Mr Murray ComptonTrustee-2022
Lynne NespeyreTrustee-2023
Professor Cheryl de la ReyTrustee-2024
Ms Amy AdamsTrustee-2022
Ngaire CushChair-2023
Dr Robin MannTrustee-2022
Professor Cheryl de la ReyTrustee-2022
Ms Erin JacksonTrustee-2024
Sue WiltonTrustee-2023
Sarah LeesExecutive Director-2023
Sam MaharajTrustee-2023
Mr Simon FloodTrustee-2022
Alan IsaacTrustee-2023
Mr Graham EwingTrustee-2024
Dr Robin MannActing Chairman-2024
Mr Robert LinehamTrustee-2022
Rob CampbellTrustee-2023
Margaret DevlinTrustee-2023
Mr Kevin SimcockTrustee-2022
Mr Simon FloodTrustee-2024
Ms Sue McCormackTrustee-2022
Ms Amy AdamsTrustee-2024
Mr Murray ComptonTrustee-2024
Mr Barry RamsayTrustee-2024
Ms Wynnis ArmourTrustee-2024
Vui Mark GoscheTrustee-2023
Mr Andrew OhTrustee-2024
Dr Selwyn MaisterTrustee-2024
Dr Selwyn MaisterTrustee-2022
Mr Barry RamsayChair-2022
Ross ThorneTrustee-2023
Elaine LyesTrustee-2023
Mr Robert LinehamTrustee-2024

Major Funders and Contracts (FY2022)

As disclosed in University of Canterbury Foundation's annual report.

  • ROC Private Investment Fund II, Continuity Cap — Private equity investment with capital drawdown commitments

Service Providers

  • Audit New Zealand
  • Craigs Investment Partners
  • Craigs Investment Partners
  • MDS Law
  • MDS Law

Similar Charities in Education

FunderEducationTrustUniversity Foundation

University of Canterbury Foundation

CC27669Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials9mo agoRating4d ago

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 12. 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

$9.5M

Expenses

$5.0M

Assets

$65.4M

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
Canterbury

About

Mission

Advancement of education, research and learning

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople of a certain ethnic / racial originPeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$9.5M
Total Expenses
$5.0M
Net Assets
$64.3M

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
3.4mo
Could operate 3.4 months with zero revenue
Low reserves
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

49
Score /100
Concentrated
HHI: 5,079
Investment Income56.3%
Donations43.7%

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

Rating Score
78
#12/38
Revenue
$9.5M
#2/38
Reserve Months
3.4
#1/38
Surplus
$4.6M
#2/38
Staff Cost %
0%
#1/38

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
C-
2024
Score: 56.0
Financial: 85 | 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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Latest Audit

FY2025
Clean
10 years of audit history(1 going concern flag)

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC27669
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Sept 2001
Registered office
House, 1 Arts Road, Ilam, Christchurch

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyProvides other finance (e.g. investment funds)Other - Acts an Umbrella body

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.