The Wallace Foundation — Education Charity in Auckland
The Wallace Foundation is a deregistered Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $1.4M NZD. Financial data as at March 2023.
Mission: The fostering maintenance, promotion and advancement of education of New Zealand artists and New Zealand people generally in the creative arts and the maintenance and funding of the James Wallace arts trust.
- Registration Number
- CC46691
- Charity Type
- Trust
- Registration Date
- 2011-06-15
- Status
- Deregistered (2024-11-25)
- Sector
- Education
- Location
- Auckland, Auckland
- finance@independentartstrust.org.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2023
Beneficiaries: Children / young people, General public, Other charities
Financial Summary
- Total Revenue
- $1.4M NZD
- Total Expenses
- $4.1M NZD
- Total Assets
- $11.5M NZD
- Net Assets
- $10.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2023-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $1.4M | $4.1M | $10.0M |
| 2022 | $0.7M | $1.5M | $13.3M |
| 2021 | $1.8M | $1.3M | $14.1M |
| 2020 | $1.6M | $1.5M | $13.6M |
| 2019 | $1.1M | $1.6M | $14.3M |
| 2018 | $1.1M | $1.2M | $14.8M |
| 2017 | $1.5M | $1.2M | $14.9M |
| 2016 | $1.3M | $1.1M | $14.6M |
| 2015 | $1.3M | $1.0M | $16.5M |
| 2014 | $1.3M | $1.0M | $14.5M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (9)
- Perpetual Trust Limited — Co-Trustee
- Andrew Green — Trustee
- Phillip Grey — Trustee (departed 2021-06-16)
- Graeme Cavanagh — Trustee
- Emily Morrow — Trustee (departed 2016-06-21)
- James Wallace — Trustee (departed 2021-04-13)
- Aiden Tapping — Trustee (departed 2021-11-16)
- Timothy Zonneveld — Trustee (departed 2021-09-17)
- Paul Ridley-Smith — Trustee (departed 2021-04-13)
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 Wallace Foundation
Financial data as at March 2023. Sourced from Charities Services register.
This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.
How ratings work →$1.4M
$4.1M
$11.5M
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The fostering maintenance, promotion and advancement of education of New Zealand artists and New Zealand people generally in the creative arts and the maintenance and funding of the James Wallace arts trust.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 29 September 2026.
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