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 2026.

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
Email
trust.accounting@dia.govt.nz
Funder Status
Grant-making charity (endowment)
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.3M NZD
Net Assets
$1.3M NZD
Reserve Months
42.4 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$1.3M
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

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 (6)

NameRoleAppointed
Mark HickfordTrustee2026-11-02
Georgina WhiteTrustee2026-07-07
Kerry TaylorTrustee2019-09-01
William PlimmerTrustee2019-09-01
Margaret KawharuTrustee2018-08-29
John MeadsChair2013-11-27

Former Officers (7)

  • Carole Hartney — Trustee (departed 2026-07-08)
  • Suzanne Snively — Trustee (departed 2022-07-31)
  • Graham Fortune — Trustee (departed 2016-03-20)
  • David James Underwood — Trustee (departed 2015-03-12)
  • Brian John Opie — Trustee (departed 2018-11-16)
  • Erik Olssen — Trustee (departed 2026-02-24)
  • Judith Mildred Devisme Fyfe — Trustee (departed 2019-03-31)

Similar Charities in Arts & Culture

Alexander Turnbull Library Endowment Trust Board logo
FunderArts & CultureCharitable TrustEndowment

Alexander Turnbull Library Endowment Trust Board

CC22367Wellington, WellingtonRegistered 31 Mar 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
74/100
Financial
79
Governance
65
Transparency
65
Revenue

$97.7K

Expenses

$86.5K

Assets

$1.3M

Financial data from Charities Services annual return (FY2026). 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 Endowment Trust Board provides support to the Alexander Turnbull Library by managing funds derived from bequests, gifts, donations and other sources.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$97.7K
Total Expenses
$86.5K
Net Assets
$1.3M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
18.1mo
Could operate 18.1 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

47
Score /100
Concentrated
HHI: 5,330
Other63.9%
Investment Income35.3%
Donations0.7%

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

Peer Comparison

Ranked against 361 peers · Arts & Culture · Under $100K

Rating Score
74
#10/362
Revenue
$98K
#4/362
Reserve Months
42.4
#1/362
Surplus
$11K
#59/362
Staff Cost %
0%
#1/362

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

Rating

B-
Score: 74.4/100
Financial
78.5
Governance
65
Transparency
65
Why this grade: Financial 79 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Registration

Registration NumberCC22367
Entity TypeCharitable Trust
Registered31 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Nov 1934
Registered office
Cnr Moleswoth Streets & Aitken Streets, Thorndon, Wellington

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.