Napier Operatic Charitable TrustEducation Charity in Napier

Napier Operatic Charitable Trust is a Trust charity in the Education sector, based in Napier, Napier. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: Primarily the trust can apply funds towards support and development of the performing arts in general and in particular vocal music and its performance, encourage development and support of youth involvement in theatre and performance, training and maintenance if skills in all aspects of theatre craft and other objects connected or associated with the trust.

Registration Number
CC47335
Charity Type
Trust
Registration Date
2011-09-12
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Napier, Napier
Email
lyndsay@lbaccounting.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

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

Financial History

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

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Donna BriggsTrustee
  • Sarah EriksenTrustee (departed 2024-03-27)
  • Alison OldershawTrustee (departed 2020-03-18)
  • Rick BehagueTrustee
  • Irene McKinnonTrustee
  • Lesley CarthewTrustee
  • Marc CollierTrustee (departed 2017-03-31)
  • Tessa-May BrownTrustee
  • Sharon PardoeTrustee (departed 2013-10-01)
  • Lyndsay BrowneTrustee (departed 2019-06-10)
  • Dawn UnsworthTrustee (departed 2022-05-01)
  • Ian ReidTrustee (departed 2016-07-08)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Napier Operatic Charitable Trust

CC47335Napier, NapierRegistered 12 Sept 2011
Data updated: 1 Sept 2026
Financials5mo agoRating12h ago

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

B-
74/100
Financial
78
Governance
65
Transparency
65

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.

  • No chair designated
    Board of 5 with no chair designated on the 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.

Revenue

$2.1K

Expenses

$1.0K

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 & CultureCommunity Development
Beneficiaries
Youth
Geographic Focus
Hawke's Bay

About

Mission

Primarily the trust can apply funds towards support and development of the performing arts in general and in particular vocal music and its performance, encourage development and support of youth involvement in theatre and performance, training and maintenance if skills in all aspects of theatre craft and other objects connected or associated with the trust.

Key Statistics

Annual Revenue
$2.1K
Total Expenses
$1.0K
Net Assets
-

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
587mo
Could operate 587 months with zero revenue
Over-capitalized
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

33
Score /100
Concentrated
HHI: 6,705
Investment Income79.2%
Donations20.8%

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

Peer Comparison

Ranked against 336 peers · Education · Under $100K

Rating Score
74
#6/337
Revenue
$2K
#295/337
Reserve Months
587.0
#1/337
Surplus
$1K
#157/337
Staff Cost %
0%
#1/337

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Napier, Napier

Registration

Registration NumberCC47335
Entity TypeTrust
Registered12 Sept 2011
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 11 September 2026.