Alexander Turnbull Library Endowment Trust Board — Arts & Culture Charity in Wellington
Alexander Turnbull Library Endowment Trust Board is a Charitable Trust charity in the Arts & Culture sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.4/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: The Endowment Trust Board provides support to the Alexander Turnbull Library by managing funds derived from bequests, gifts, donations and other sources.
- Registration Number
- CC22367
- Charity Type
- Charitable Trust
- Registration Date
- 2008-03-31
- Status
- Active
- CharityData Rating
- B- (74.4/100)
- Sector
- Arts & Culture
- Location
- Wellington, Wellington
- Website
- https://turnbulltrust.org.nz
- trust.accounting@dia.govt.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- March 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.3M NZD
- Net Assets
- $1.0M NZD
- Reserve Months
- 42.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.0M |
| 2024 | $0.2M | $0.1M | $1.0M |
| 2023 | $0.1M | $0.1M | $1.1M |
| 2022 | $0.1M | $0.2M | $1.1M |
| 2021 | $0.2M | $0.2M | $1.1M |
| 2020 | $0.1M | $0.1M | $1.0M |
| 2019 | $0.6M | $0.2M | $0.9M |
| 2018 | $0.1M | $0.0M | $0.6M |
| 2017 | $0.1M | $0.0M | $0.6M |
| 2016 | $0.1M | $0.0M | $0.5M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 74.4/100
- Financial Score
- 78.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| William Plimmer | Trustee | 2019-09-01 |
| Kerry Taylor | Trustee | 2019-09-01 |
| Margaret Kawharu | Trustee | 2018-08-29 |
| John Meads | Chair | 2013-11-27 |
Former Officers (7)
- Carole Hartney — Trustee (departed 2026-07-08)
- Suzanne Snively — Trustee (departed 2022-07-31)
- Graham Fortune — Trustee (departed 2016-03-20)
- Brian John Opie — Trustee (departed 2018-11-16)
- Judith Mildred Devisme Fyfe — Trustee (departed 2019-03-31)
- Erik Olssen — Trustee (departed 2026-02-24)
- David James Underwood — Trustee (departed 2015-03-12)
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Alexander Turnbull Library Endowment Trust Board
Financial data as at March 2025. Sourced from Charities Services register.
$72.7K
$55.6K
$1.3M
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 Endowment Trust Board provides support to the Alexander Turnbull Library by managing funds derived from bequests, gifts, donations and other sources.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 350 peers · Arts & Culture · Under $100K
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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FY2023Contact Details
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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: 3 October 2026.
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