New Zealand Opera Foundation Trust — Arts & Culture Charity in Whanganui

New Zealand Opera Foundation Trust is a Charitable Trust charity in the Arts & Culture sector, based in Whanganui, Whanganui. This organisation also provides funding to other charities. CharityData rates this charity B (79/100). Annual revenue: $0.3M NZD. Financial data as at December 2025.

Mission: The Trust is established: to encourage in the creation, production and performance of opera to a professional standard in New Zealand to educate and assist in the education and instruction of people in operatic skills of any nature whatsoever by every appropriate means and engaging tutors for that purpose in New Zealand; and for any other purpose within New Zealand (whether relating to the relief of poverty, advancement of education or religion or any other matter beneficial to the community) which are charitable according to the law of New Zealand.

Registration Number
CC21944
Charity Type
Charitable Trust
Registration Date
2008-03-18
Status
Active
CharityData Rating
B (79/100)
Sector
Arts & Culture
Location
Whanganui, Whanganui
Email
bequest@nzoperafoundation.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$4.4M NZD
Net Assets
$4.4M NZD
Reserve Months
0.8 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.2M$4.4M
2024$0.5M$0.2M$4.3M
2023$0.6M$0.1M$4.0M
2022$-0.1M$0.1M$3.5M
2021$0.2M$0.1M$3.8M
2020$0.2M$0.1M$3.7M
2019$0.2M$0.2M$3.6M
2018$0.2M$0.6M$3.6M
2017$0.2M$0.2M$4.0M
2016$0.2M$0.2M$3.9M

CharityData Rating

Overall Grade
B
Overall Score
79/100
Financial Score
85
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Scott AshtonTrustee2026-09-01
Sina WendtTrustee2023-01-01
Winifred BullTrustee2022-10-11
Timothy (Tim) BrownTrustee2022-10-11
John MeadsTrustee2018-08-01
Donald TrottTrustee2008-03-19

Former Officers (15)

  • Annabel Holland — Trustee (departed 2026-03-10)
  • Philip King — Trustee (departed 2019-04-10)
  • Suzanne Snively — Trustee (departed 2022-10-11)
  • Robert Mclaren — Trustee (departed 2018-03-06)
  • Mark Horton — Trustee (departed 2022-10-11)
  • Graham Beattie — Trustee (departed 2009-10-21)
  • August Van De Roer — Trustee (departed 2016-02-10)
  • William Falconer — Trustee (departed 2025-12-31)
  • Susie des Tombe — Trustee (departed 2016-02-10)
  • Athol Mann — Trustee (departed 2017-11-16)
  • Jennifer Loosley — Trustee (departed 2026-05-18)
  • Margaret Hunn — Trustee (departed 2021-08-31)
  • Adam Ross — Trustee (departed 2026-05-27)
  • Reginald Barry Mora — Trustee (departed 2015-01-01)
  • David Gascoigne — Trustee (departed 2022-10-11)

Similar Charities in Arts & Culture

FunderArts & CultureCharitable TrustFoundation

New Zealand Opera Foundation Trust

CC21944Whanganui, WhanganuiRegistered 18 Mar 2008
Data updated: 3 days ago
Financials9mo agoRating3d ago

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

B
79/100
Financial
85
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 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

$273.5K

Expenses

$181.7K

Assets

$4.4M

Staff

1

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
EducationSocial ServicesArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust is established: to encourage in the creation, production and performance of opera to a professional standard in New Zealand to educate and assist in the education and instruction of people in operatic skills of any nature whatsoever by every appropriate means and engaging tutors for that purpose in New Zealand; and for any other purpose within New Zealand (whether relating to the relief of poverty, advancement of education or religion or any other matter beneficial to the community) which are charitable according to the law of New Zealand.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$273.5K
Total Expenses
$181.7K
Net Assets
$4.4M
Staff
1
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
0.8mo
Could operate 0.8 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

20
Score /100
Highly Concentrated
HHI: 7,995
High Concentration: 89% of revenue from Investment Income
Investment Income88.7%
Donations11.3%

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

Peer Comparison

Ranked against 102 peers · Arts & Culture · $100K – $1M

Rating Score
79
#3/103
Revenue
$274K
#41/103
Reserve Months
0.8
#1/103
Surplus
$92K
#22/103
Staff Cost %
0%
#1/103

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

Rating History

B
2025
Score: 79.0
Financial: 85 | Governance: 65 | Transparency: 65
Current
C-
2024
Score: 57.3
Financial: 83 | Governance: 65 | Transparency: 65

Rating

B
Score: 79/100
Financial
85
Governance
65
Transparency
65
Why this grade: Financial 85 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2024
Clean
6 years of audit history

Contact Details

Address
Whanganui, Whanganui

Registration

Registration NumberCC21944
Entity TypeCharitable Trust
Registered18 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Jul 2004

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes 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: 4 October 2026.