Auckland Philharmonia Trust — Arts & Culture Charity in Auckland

Auckland Philharmonia Trust is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. CharityData rates this charity C- (57.5/100). Annual revenue: $15.1M NZD. Financial data as at December 2025.

Mission: To be New Zealand's Metropolitan orchestra for the 21st century and to engage with the people of the diverse and exciting city of Auckland through our excellence and vibrancy.

Registration Number
CC23611
Charity Type
Trust
Registration Date
2008-04-29
Status
Active
CharityData Rating
C- (57.5/100)
Sector
Arts & Culture
Location
Auckland, Auckland
Email
info@aucklandphil.nz
Data as at
December 2025

Beneficiaries: Children / young people, General public, Older people

Financial Summary

Total Revenue
$15.1M NZD
Total Expenses
$15.7M NZD
Total Assets
$5.4M NZD
Net Assets
$3.1M NZD
Reserve Months
0.7 months of operating expenses
Staff Count
105
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$15.1M$15.7M$3.1M
2024$15.6M$15.9M$3.8M
2023$15.6M$15.8M$11.6M
2022$14.4M$14.8M$11.3M
2021$13.0M$11.7M$12.3M
2020$11.1M$10.6M$10.7M
2019$12.5M$12.9M$10.1M
2018$11.5M$11.5M$9.9M
2017$11.5M$11.3M$9.8M
2016$10.9M$10.7M$9.3M

CharityData Rating

Overall Grade
C-
Overall Score
57.5/100
Financial Score
50
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Andrew SimpsonTrustee2026-03-25
Huw DannTrustee2026-02-24
Diana WeirCEO2023-10-02
Kate VennellTrustee2021-01-01
Sylvia DingTrustee2021-01-01
Lucy WhinerayTrustee2021-01-01
Oliver SealyTrustee2019-09-12
Pare KeihaTrustee2018-04-11
Heather WallaceDirector of Finance. Including Payoll & Gst Administration2017-03-09
Geraint MartinChair2010-03-15

Former Officers (20)

  • Lizzie Marvelly — Trustee (departed 2026-02-24)
  • Melanie Esplin — Director of Development (departed 2024-05-22)
  • Elizabeth Kerr — Trustee (departed 2023-06-06)
  • Naisi Chen — Trustee (departed 2020-12-31)
  • Gordon Hill — Trustee (departed 2026-02-24)
  • Penelope Ginnen — Trustee (departed 2019-05-20)
  • Barbara Glaser — Chief Executive (departed 2023-08-18)
  • Julian Smith — Trustee (departed 2022-12-31)
  • Leigh Auton — Trustee (departed 2020-12-31)
  • Eric Renick — Trustee (departed 2019-06-17)
  • Penelope Peebles — Trustee (departed 2017-12-22)
  • Neil Haines — Trustee (departed 2017-09-28)
  • Jonathan Mane-wheoki — Trustee (departed 2014-10-10)
  • Michael Moyes — Trustee (departed 2014-11-08)
  • Jonathan Baker — Trustee (departed 2013-12-10)
  • Dame Rosanne Meo — Trustee (departed 2013-02-26)
  • Richard Ebbett — Trustee (departed 2020-12-31)
  • Rebecca Grafton - Green — Trustee (departed 2008-11-16)
  • Kieran Raftery — Trustee (departed 2020-12-31)
  • Sharman Pretty — Trustee (departed 2009-02-20)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Chief Executive Officer and key employees$969,5482024
Key Management Personnel (aggregate)Chief Executive Officer and key employees$969,548-
Board/Trustees (unpaid)Board Members$0-
Board/Trustees (unpaid)Board Members$02024

Funding Sources

  • Foundation North — $440,000
  • Four Winds Foundation Limited — $377,000
  • Foundation North — $230,000
  • Pub Charity Limited — $151,000
  • Foundation North — $150,000
  • Foundation North — $120,000
  • Foundation North — $100,000
  • Trillian Trust Limited — $50,100
  • Trillian Trust — $13,742
  • New Zealand Community Trust — $4,300

Service Providers

  • BDO

Similar Charities in Arts & Culture

Arts & CultureTrust

Auckland Philharmonia Trust

CC23611Auckland, AucklandRegistered 29 Apr 2008
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

C-
58/100
Financial
50
Governance
75
Transparency
85
Revenue

$15.1M

Expenses

$15.7M

Assets

$5.4M

Staff

105

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To be New Zealand's Metropolitan orchestra for the 21st century and to engage with the people of the diverse and exciting city of Auckland through our excellence and vibrancy.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder people

Key Statistics

Annual Revenue
$15.1M
Total Expenses
$15.7M
Net Assets
$3.1M
Staff
105
employees

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
98c
For every $1 spent, 98c reaches programs
Strong
Sustainability
0.7mo
Could operate 0.7 months with zero revenue
Critical
Fundraising Cost
$0.23
Costs $0.23 to raise each $1 in donations
Moderate

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

56
Score /100
Concentrated
HHI: 4,399
Government Grants54.7%
Other36.7%
Donations7.7%
Investment Income0.9%

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

Peer Comparison

Ranked against 500 peers · Arts & Culture (all sizes)

Rating Score
58
#98/501
Revenue
$15.1M
#2/501
Reserve Months
0.7
#1/501
Surplus
$-630K
#497/501
Staff Cost %
60%
#501/501

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

Rating History

C-
2025
Score: 57.5
Financial: 50 | Governance: 75 | Transparency: 85
Current
F
2024
Score: 15.0
Financial: 14 | Governance: 75 | Transparency: 65

Rating

C-
Score: 57.5/100
Financial
50
Governance
75
Transparency
85
Why this grade: Financial 50 × 40% + Governance 75 × 60% = 65 → 58 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23611
Entity TypeTrust
Registered29 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Nov 2005
Registered office
303 Queen Street, Auckland Central, Auckland

Sector & Activities

Primary Sector
Arts & Culture
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.