Auckland Philharmonia Foundation — Arts & Culture Charity in Auckland

Auckland Philharmonia Foundation is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (79.2/100). Annual revenue: $4.9M NZD. Financial data as at December 2025.

Mission: To make grants, contributions and financial assistance to support the promotion of music and the maintenance, assistance and funding of the Auckland Philharmonia Orchestra to enable it to operate as at a professional standard and for other charitable purposes

Registration Number
CC23607
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (79.2/100)
Sector
Arts & Culture
Location
Auckland, Auckland
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Other charities

Financial Summary

Total Revenue
$4.9M NZD
Total Expenses
$1.5M NZD
Total Assets
$18.4M NZD
Net Assets
$10.8M NZD
Reserve Months
2.3 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$4.9M$1.5M$10.8M
2024$1.3M$1.4M$7.4M
2023$1.0M$0.7M$7.5M
2022$0.3M$1.3M$7.2M
2021$1.1M$0.2M$8.2M
2020$0.5M$0.1M$7.3M
2019$1.0M$0.4M$6.8M
2018$0.5M$0.4M$6.2M
2017$0.9M$0.5M$6.2M
2016$0.7M$0.5M$5.8M

CharityData Rating

Overall Grade
B
Overall Score
79.2/100
Financial Score
81
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Eric RenickTrustee2025-08-01
Heather WallaceOfficer2025-05-13
Matthew HitchTrustee2025-04-15
Melanie EsplinOfficer2022-08-08
Murray LanderTrustee2021-08-17
Kate VennellChair2021-08-17
Robert ClarkTrustee2016-02-09
Mark GatwardTrustee2010-10-04
Haydn StaplesTrustee2008-12-10

Former Officers (9)

  • Lizzie Marvelly — Trustee (departed 2023-02-07)
  • Simon Williams — Trustee (departed 2025-07-31)
  • Belinda Vernon — Trustee (departed 2020-12-31)
  • Sarah Kerr — Trustee (departed 2015-11-03)
  • David Maunsell — Trustee (departed 2010-05-03)
  • John Boscawen — Trustee (departed 2010-08-22)
  • Peter Wilson — Trustee (departed 2021-12-07)
  • Richard Ebbett — Trustee (departed 2024-02-08)
  • Don Turkington — Trustee (departed 2010-05-03)

Similar Charities in Arts & Culture

FunderArts & CultureTrustFoundation

Auckland Philharmonia Foundation

CC23607Auckland, AucklandRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials9mo agoRating5d ago

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

B
79/100
Financial
81
Governance
75
Transparency
65
Revenue

$4.9M

Expenses

$1.5M

Assets

$18.4M

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
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To make grants, contributions and financial assistance to support the promotion of music and the maintenance, assistance and funding of the Auckland Philharmonia Orchestra to enable it to operate as at a professional standard and for other charitable purposes

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$4.9M
Total Expenses
$1.5M
Net Assets
$10.8M

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
2.3mo
Could operate 2.3 months with zero revenue
Critical
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

26
Score /100
Highly Concentrated
HHI: 7,447
High Concentration: 86% of revenue from Donations
Donations85.7%
Investment Income7.5%
Other6.8%

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

Peer Comparison

Ranked against 22 peers · Arts & Culture · $1M – $10M

Rating Score
79
#7/23
Revenue
$4.9M
#3/23
Reserve Months
2.3
#1/23
Surplus
$3.5M
#2/23
Staff Cost %
0%
#1/23

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

Rating History

B
2025
Score: 79.2
Financial: 81 | Governance: 75 | Transparency: 65
Current
B-
2024
Score: 70.8
Financial: 98 | Governance: 75 | Transparency: 65

Rating

B
Score: 79.2/100
Financial
81
Governance
75
Transparency
65
Why this grade: Financial 81 × 40% + Governance 75 × 60% = 77 → B.
View Full Score Breakdown

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Latest Audit

FY2022
Clean
7 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23607
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 May 1988
Registered office
301-303 Queen Street, Auckland

Sector & Activities

Primary Sector
Arts & Culture
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open space

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: 1 October 2026.