The James Wallace Arts Trust — Education Charity in Auckland
The James Wallace Arts Trust is a Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity B (76.8/100). Annual revenue: $0.8M NZD. Financial data as at March 2024.
Mission: To hold maintain and display the James Wallace Arts Trust collection. The fostering, maintenance, promotion and advancement of education of NZ artists and NZ people generally in the visual arts, performing arts, music and film.
- Registration Number
- CC24305
- Charity Type
- Trust
- Registration Date
- 2008-05-13
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- http://www.wallaceartstrust.org.nz
- finance@artshousetrust.co.nz
- Data as at
- March 2024
Beneficiaries: Children / young people, General public, Older people, Other charities, Other - All
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $5.5M NZD
- Net Assets
- $-20.6M NZD
- Reserve Months
- 38.4 months of operating expenses
- Staff Count
- 10
- Volunteers
- 0
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.8M | $0.5M | $-20.6M |
| 2023 | $3.6M | $1.9M | $0.1M |
| 2022 | $1.7M | $1.7M | $18.4M |
| 2021 | $2.0M | $1.5M | $18.4M |
| 2020 | $1.9M | $1.6M | $18.0M |
| 2019 | $2.2M | $1.8M | $17.6M |
| 2018 | $2.3M | $1.5M | $17.2M |
| 2017 | $1.8M | $0.7M | $16.4M |
| 2016 | $1.9M | $1.4M | $16.0M |
| 2015 | $2.3M | $1.6M | $12.3M |
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 (5)
| Name | Role | Appointed |
|---|---|---|
| Moana Wilton | Trustee | 2025-05-21 |
| James Wallace | Chairman of Trustees | 2024-12-04 |
| Luis Paz Sepulveda | Trustee | 2024-10-25 |
| Michael Edward | Trustee | 2024-10-25 |
| Peter Wheeler | Trustee | 2024-10-25 |
Former Officers (12)
- Samuel Molloy — Trustee (departed 2025-01-31)
- Samuel Foley — Trustee (departed 2025-03-01)
- Perpetual Trust Limited — C0-Trustee (departed 2024-10-25)
- Graham Shortland — Trustee (departed 2024-10-25)
- Aiden Tapping — Trustee (departed 2021-07-22)
- Andrew Green — Trustee/chairman (departed 2024-10-25)
- Emily Morrow — Trustee (departed 2018-10-01)
- Samuel Mannering — Trustee (departed 2018-08-24)
- Bruce Davidson — Trustee (departed 2009-12-20)
- William Birnie — Trustee (departed 2014-03-31)
- Paul Ridley-Smith — Trustee (departed 2021-04-13)
- Anna Bidwill — Trustee (departed 2021-04-13)
Funding Sources
- Foundation North — $24,500
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
The James Wallace Arts Trust
Financial data as at March 2024. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Current annual return overdueThe newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$760.3K
$455.0K
$5.5M
10
Financial data from Charities Services annual return (FY2024). 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.
Funded By
Registered charities that have funded this organisation.
About
To hold maintain and display the James Wallace Arts Trust collection. The fostering, maintenance, promotion and advancement of education of NZ artists and NZ people generally in the visual arts, performing arts, music and film.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
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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.
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