AOTEAROA JAZZ EDUCATION AND PERFORMANCE CHARITABLE TRADING TRUST — Education Charity in Wellington

AOTEAROA JAZZ EDUCATION AND PERFORMANCE CHARITABLE TRADING TRUST is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: (a) To assist movements, groups, and organisations which are endeavouring to further jazz education and jazz performances by youth and children's groups within New Zealand. (b) To make gifts for the advancement of education and for every purpose which is charitable according to the law of New Zealand within New Zealand. (c) To make donations to such charitable organisations that have approved donee status under s KC5 of the Income Tax Act 1994... per attached trust deed...

Registration Number
CC56767
Charity Type
Trust
Registration Date
2019-01-28
Status
Active
Sector
Education
Location
Wellington, Wellington
Data as at
March 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.0M
2024$0.2M$0.2M$-0.0M
2023$0.2M$0.2M$0.0M
2022$0.2M$0.2M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Bill MoranTrustee2026-04-15
Julie LambTrustee2026-04-15
John PageTrustee2026-04-15
Darren SmithChair2025-03-11
Liam BoyleTrustee2025-03-11
Celia StewartTrustee2024-02-12

Former Officers (5)

  • David Stone — Trustee (departed 2025-03-11)
  • Ken Chernoff — Chair (departed 2025-03-11)
  • Dr David Ashley Wilson — Trustee (departed 2024-02-12)
  • Rodger Fox — Trustee (departed 2025-05-27)
  • Eilish Wilson — Trustee (departed 2025-03-11)

Funding Sources

  • Youthtown Incorporated — $33,880
  • Pub Charity Limited — $29,998.08
  • The Lion Foundation — $15,000
  • Aotearoa Gaming Foundation — $10,608
  • One Foundation — $6,000
  • Aotearoa Gaming Foundation — $5,500
  • ILT Foundation — $1,125

Similar Charities in Education

EducationTrust

AOTEAROA JAZZ EDUCATION AND PERFORMANCE CHARITABLE TRADING TRUST

CC56767Wellington, WellingtonRegistered 28 Jan 2019
Data updated: 6 days ago
Financials31 Mar 2025Rating3d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$127.6K

Expenses

$107.3K

Assets

$15.4K

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

About

Mission

(a) To assist movements, groups, and organisations which are endeavouring to further jazz education and jazz performances by youth and children's groups within New Zealand. (b) To make gifts for the advancement of education and for every purpose which is charitable according to the law of New Zealand within New Zealand. (c) To make donations to such charitable organisations that have approved donee status under s KC5 of the Income Tax Act 1994... per attached trust deed...

Key Statistics

Annual Revenue
$127.6K
Total Expenses
$107.3K
Net Assets
$2.1K
Volunteers
0

Financial Trends

Financial Trends (6 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
1mo
Could operate 1 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

14
Score /100
Highly Concentrated
HHI: 8,644
High Concentration: 93% of revenue from Other
Other92.7%
Donations7.1%
Investment Income0.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$128K
#118/133
Reserve Months
0.0
#1/133
Surplus
$20K
#71/133
Staff Cost %
0%
#1/133

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC56767
Entity TypeTrust
Registered28 Jan 2019
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Jul 2018
Registered office
5Th Floor, Mount Cook, Wellington

Sector & Activities

Primary Sector
Education

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: 29 September 2026.