The Orchestra Wellington Foundation Trust Board — Arts & Culture Charity in Wellington

The Orchestra Wellington Foundation 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 (79/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: The aims and objectives of the Board shall be to provide support for the provision of orchestral services to Wellington City and the surrounding region, including by supporting the continuing existence and activities of Orchestra Wellington.

Registration Number
CC56147
Charity Type
Charitable Trust
Registration Date
2018-09-10
Status
Active
CharityData Rating
B (79/100)
Sector
Arts & Culture
Location
Wellington, Wellington
Email
info@orchestrawellington.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
385.5 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.7M
2023$0.0M$0.0M$0.7M
2022$0.6M--
2021$0.0M--
2020$0.0M--
2019$0.0M$0.0M-
2018$0.1M-$0.1M

CharityData Rating

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

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Steve TaylorTrustee2025-02-11
Stephanie McLeanTrustee2023-07-11
Andrew SturgeonTrustee2023-07-11
Diana MarshChair2023-07-01

Former Officers (6)

  • Penelope England — Trustee (departed 2026-07-11)
  • Liana Lloyd-Simpson — Trustee (departed 2026-07-11)
  • Eleanor Ward — Officer (departed 2025-02-10)
  • Grant Corleison — Officer (departed 2021-10-04)
  • Alick Shaw — Officer (departed 2023-10-31)
  • Murray Newman — Chair (departed 2023-06-01)

Similar Charities in Arts & Culture

FunderArts & CultureCharitable TrustFoundation

The Orchestra Wellington Foundation Trust Board

CC56147Wellington, WellingtonRegistered 10 Sept 2018
Data updated: 3 days ago
Financials9mo agoRating4d ago

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

B
79/100
Balance sheet from 2024 used (not reported this year)
Financial
85
Governance
65
Transparency
65
Revenue

$48.3K

Expenses

$23.0K

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
General
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The aims and objectives of the Board shall be to provide support for the provision of orchestral services to Wellington City and the surrounding region, including by supporting the continuing existence and activities of Orchestra Wellington.

Key Statistics

Annual Revenue
$48.3K
Total Expenses
$23.0K
Net Assets
-

Financial Trends

Financial Trends (8 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
8.7mo
Could operate 8.7 months with zero revenue
Healthy
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

43
Score /100
Concentrated
HHI: 5,699
Investment Income68.7%
Donations31.3%

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

Peer Comparison

Ranked against 350 peers · Arts & Culture · Under $100K

Rating Score
79
#6/351
Revenue
$48K
#88/351
Reserve Months
385.5
#1/351
Surplus
$25K
#24/351
Staff Cost %
0%
#1/351

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: 60.3
Financial: 83 | Governance: 75 | 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

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Latest Audit

FY2018
Clean

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC56147
Entity TypeCharitable Trust
Registered10 Sept 2018
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 May 2018
Registered office
Level 5, 40 Taranaki Street, Te Aro, Wellington

Sector & Activities

Primary Sector
Arts & Culture

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: 5 October 2026.