Anna And John Caselberg Charitable Trust — Arts & Culture Charity in Dunedin

Anna And John Caselberg Charitable Trust is a Charitable Trust charity in the Arts & Culture sector, based in Dunedin, Dunedin. 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
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Arts & Culture
Location
Dunedin, Dunedin
Website
http://www.caselbergtrust.org
Email
info@caselbergtrust.org
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Sarah NobleTreasurer2026-07-21

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

  • Lion Foundation — $4,000

Similar Charities in Arts & Culture

Anna And John Caselberg Charitable Trust logo
Arts & CultureCharitable Trust

Anna And John Caselberg Charitable Trust

CC35330Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$20.2K

Expenses

$33.4K

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.

About

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.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther - All

Key Statistics

Annual Revenue
$20.2K
Total Expenses
$33.4K
Net Assets
-

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
34.7mo
Could operate 34.7 months with zero revenue
Over-capitalized
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

59
Score /100
Concentrated
HHI: 4,090
Donations55.4%
Other25.9%
Investment Income18.7%

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
77
#7/362
Revenue
$20K
#190/362
Reserve Months
34.7
#1/362
Surplus
$-13K
#325/362
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 History

B
2026
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
C-
2025
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC35330
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Apr 2006
Registered office
722 Portobello Road, Broad Bay, Dunedin

Sector & Activities

Primary Sector
Arts & Culture
Activities
Acts as an umbrella / resource bodyProvides buildings / facilities / open spaceOther - Acts an Umbrella body

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.