Anna And John Caselberg Charitable Trust — Education Charity in Dunedin
Anna And John Caselberg Charitable Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: The Caselberg Trust provides residencies for visual and performing artists, writers, poets, musicians and composers. Specifically the Trust aims to encourage and support people who are making, or have the potential to make, a significant contribution to the arts, either at a national or international level; support and encourage innovative and exciting collaborations between creative media; provide artists with opportunities to introduce new ideas and motifs into their work; and foster the building of dynamic relationships between artists and communities. The Trust also aims to: strengthen community involvement in and support for the arts; preserve and foster the cultural heritage created by Anna and John Caselberg and other artists at Broad Bay, Dunedin, and promote this heritage to the wider community; and to undertake or promote educational activities associated with the arts particularly in Otago and Southland.
- Registration Number
- CC35330
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Education
- Location
- Dunedin, Dunedin
- Website
- http://www.caselbergtrust.org
- info@caselbergtrust.org
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: Children / young people, General public, Older people, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 34.7 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.1M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.1M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.2M |
| 2018 | $0.0M | $0.0M | $0.2M |
| 2017 | $0.0M | $0.1M | $0.2M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Sarah Noble | Treasurer | 2026-07-21 |
Former Officers (10)
- Dee Copland — Trustee
- Mark Sanders — Trustee
- Victoria McIntosh — Trustee
- Leslie Turner — Treasurer (departed 2026-07-21)
- Kirsten Lovelock — Trustee (departed 2020-07-31)
- Robert West — Trustee & Secretary
- Janet Downs — Trustee & Chairperson
- Alan Roddick — Treasurer (departed 2012-06-01)
- Peter Hayden — Trustee (departed 2020-07-31)
- Lesley Hirst — Trustee
Funding Sources
- The Lion Foundation — $4,000
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
Anna And John Caselberg Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
$20.2K
$33.4K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Caselberg Trust provides residencies for visual and performing artists, writers, poets, musicians and composers. Specifically the Trust aims to encourage and support people who are making, or have the potential to make, a significant contribution to the arts, either at a national or international level; support and encourage innovative and exciting collaborations between creative media; provide artists with opportunities to introduce new ideas and motifs into their work; and foster the building of dynamic relationships between artists and communities. The Trust also aims to: strengthen community involvement in and support for the arts; preserve and foster the cultural heritage created by Anna and John Caselberg and other artists at Broad Bay, Dunedin, and promote this heritage to the wider community; and to undertake or promote educational activities associated with the arts particularly in Otago and Southland.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 329 peers · Education · Under $100K
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
Rating
BIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
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.
Similar Charities in Education
Other Education charities ranked by overall score