The Royal New Zealand Ballet Foundation Trust — Arts & Culture Charity in Wellington

The Royal New Zealand Ballet Foundation Trust is a Trust charity in the Arts & Culture sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.2M NZD. Financial data as at December 2025.

Mission: Makes grants to organisations (including schools or other charities)

Registration Number
CC47241
Charity Type
Trust
Registration Date
2012-01-11
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Arts & Culture
Location
Wellington, Wellington
Email
trustees@balletfoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$1.8M NZD
Net Assets
$1.3M NZD
Reserve Months
1.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$1.3M
2024$0.4M$0.2M$1.3M
2023$0.5M$1.8M$1.1M
2022$0.2M$0.1M$2.4M
2021$1.4M$0.2M$2.4M
2020$0.7M$0.1M$1.1M
2019$0.2M$0.1M$0.5M
2018$0.2M$0.1M$0.5M
2017$0.2M$0.1M$0.3M
2016$0.1M$0.0M$0.2M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Jane Katharine MearesChair2011-05-31

Former Officers (19)

  • Roberta Tills — Treasurer/trustee
  • David Wright — Trustee
  • Nuwanthie Samarakone — Trustee (departed 2025-12-31)
  • Isaac Hikaka — Trustee (departed 2023-05-31)
  • Lilias Bell — Trustee (departed 2023-12-31)
  • Melanie Morris — Trustee
  • Sarah Cole — Trustee
  • Rosalind Burdon — Trustee (departed 2018-11-23)
  • Ros Burdon — Trustee (departed 2018-11-23)
  • Ann-Louise Gower — Trustee
  • Ian Webster — Trustee
  • Victoria Muir — Trustee
  • Rosie Dunphy — Trustee (departed 2018-03-31)
  • Anne Binns — Trustee
  • Susan Satyanand — Patron (departed 2021-03-31)
  • Mark Sandelin — Individual (departed 2015-08-03)
  • John Meehan — Trustee (departed 2014-05-31)
  • Margaret Blackburn — Trustee (departed 2015-05-14)
  • Geoffrey Thomas — Trustee (departed 2016-12-31)

Similar Charities in Arts & Culture

FunderArts & CultureTrustFoundation

The Royal New Zealand Ballet Foundation Trust

CC47241Wellington, WellingtonRegistered 11 Jan 2012
Data updated: 6 days ago
Financials9mo agoRating3d ago

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$191.0K

Expenses

$228.1K

Assets

$1.8M

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
Education
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

Makes grants to organisations (including schools or other charities)

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$191.0K
Total Expenses
$228.1K
Net Assets
$1.3M

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Financial Health Dashboard

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

57
Score /100
Concentrated
HHI: 4,276
Donations55.8%
Investment Income33.0%
Other7.9%
Trading / Services3.3%

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

Peer Comparison

Ranked against 117 peers · Arts & Culture · $100K – $1M

Rating Score
86
#3/118
Revenue
$191K
#73/118
Reserve Months
1.0
#1/118
Surplus
$-37K
#101/118
Staff Cost %
0%
#1/118

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

Rating History

A-
2025
Score: 85.5
Financial: 90 | Governance: 75 | Transparency: 65
Current
B-
2024
Score: 72.5
Financial: 100 | Governance: 75 | Transparency: 65

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC47241
Entity TypeTrust
Registered11 Jan 2012
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Nov 1987
Registered office
Level 3, St James Theatre Centre 77-83 Courtney Place Wellington, Wellington

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants / loans to individualsMakes 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. Last updated: 29 September 2026.