NZTrio Foundation — Education Charity in Auckland
NZTrio Foundation is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.5M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: To promote , fund and maintain NZTrio and enable it to undertake concert performances and educational engagements for the furtherance of music in New Zealand
- Registration Number
- CC42647
- Charity Type
- Trust
- Registration Date
- 2009-10-22
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- manager@nztrio.com
- Funder Status
- Grant-making charity (foundation)
- Data as at
- December 2025
Beneficiaries: Children / young people, General public, Older people
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.5M | $0.1M |
| 2024 | $0.5M | $0.5M | $0.1M |
| 2023 | $0.5M | $0.5M | $0.2M |
| 2022 | $0.5M | $0.5M | $0.1M |
| 2021 | $0.5M | $0.4M | $0.1M |
| 2020 | $0.4M | $0.4M | $0.1M |
| 2019 | $0.4M | $0.3M | $0.1M |
| 2018 | $0.4M | $0.4M | $0.1M |
| 2017 | $0.4M | $0.4M | $0.1M |
| 2016 | $0.4M | $0.4M | $0.1M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Jack Bourke | Trustee | 2021-12-07 |
Former Officers (17)
- Edward Scorgie — Trustee
- Lauren Fong — Trustee
- Hamish Pinkham — Trustee
- Bleau Bustenera — Trustee (departed 2022-04-11)
- John Bourke — Trustee
- Lola Toppin-Casserly — Trustee (departed 2020-09-23)
- Richard Moss — Trustee (departed 2024-04-12)
- Tom Chignell — Trustee (departed 2019-03-08)
- Carmel O'Neill — Trustee (departed 2022-12-13)
- Margaret Malaghan — Trustee (departed 2021-12-07)
- Daniel Thurston — Trustee (departed 2016-12-22)
- Jennifer Calvert — Trustee
- Peter Rowe — Trustee (departed 2025-12-31)
- Julian Miles — Trustee (departed 2022-04-11)
- Jane Sweeney — Trustee (departed 2012-05-02)
- Robin Congreve — Trustee (departed 2011-01-01)
- Roderick Mackenzie — Trustee (departed 2019-03-08)
Funding Sources
- Foundation North — $30,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Four Winds Foundation Limited — $20,784
- Foundation North — $20,000
- Pub Charity Limited — $5,068.76
- Grassroots Trust Central Limited — $1,793.05
- Aotearoa Gaming Foundation — $1,582
- The Lion Foundation — $1,500
- Aotearoa Gaming Foundation — $1,354.25
- One Foundation — $1,225
- Four Winds Foundation Limited — $1,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
NZTrio Foundation
Financial data as at December 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 5. 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.
$477.9K
$470.0K
$167.2K
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funded By
Registered charities that have funded this organisation.
About
To promote , fund and maintain NZTrio and enable it to undertake concert performances and educational engagements for the furtherance of music in New Zealand
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 28 September 2026.
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