The Zimbelstern Foundation — Education Charity in Wellington

The Zimbelstern Foundation is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To promote and improve education through the appreciation of the arts, in particular the advancement of the organ as a musical and performance instrument.

Registration Number
CC53621
Charity Type
Trust
Registration Date
2016-07-26
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Education
Location
Wellington, Wellington
Email
admin@zimbelsternfoundation.com
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
3.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.0M
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Catherine AndersonTrustee / Secretary2022-09-29
Nigel MacIntyreTrustee Treasurer2016-07-20
Paul RosomanTrustee Chair2016-07-20

Former Officers (1)

  • Christine Pearce — Trustee Secretary (departed 2022-10-16)

Funding Sources

  • Pelorus Trust — $5,183
  • One Foundation — $3,052.5
  • Pelorus Trust — $1,950.2
  • Pub Charity Limited — $1,100
  • Grassroots Trust Central Limited — $1,083
  • One Foundation — $543

Similar Charities in Education

FunderEducationTrustFoundation

The Zimbelstern Foundation

CC53621Wellington, WellingtonRegistered 26 Jul 2016
Data updated: 5 days ago
Financials6mo agoRating2d ago

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

B+
83/100
Financial
90
Governance
65
Transparency
65
Revenue

$4.8K

Expenses

$5.2K

Assets

$9.4K

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To promote and improve education through the appreciation of the arts, in particular the advancement of the organ as a musical and performance instrument.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$4.8K
Total Expenses
$5.2K
Net Assets
$8.4K

Financial Trends

Financial Trends (10 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
3.2mo
Could operate 3.2 months with zero revenue
Low reserves
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

39
Score /100
Concentrated
HHI: 6,086
Donations73.3%
Other26.7%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
83
#6/330
Revenue
$5K
#254/330
Reserve Months
3.2
#1/330
Surplus
$-369
#203/330
Staff Cost %
0%
#1/330

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

Rating History

B+
2026
Score: 82.5
Financial: 90 | Governance: 65 | Transparency: 65
Current
C-
2025
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC53621
Entity TypeTrust
Registered26 Jul 2016
StatusRegistered

Companies Office

StatusRegistered
Entity TypeTrust
Incorporated6 Jun 2019
Registered office
Po Box 5845, Wellington, Wellington, 6140

Sector & Activities

Primary Sector
Education
Activities
Other - 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. Last updated: 28 September 2026.