Stratford Shakespeare Trust — Education Charity in Stratford

Stratford Shakespeare Trust is a Trust charity in the Education sector, based in Stratford, Stratford. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Aim of The Stratford Shakespeare Trust is promote Stratford as the Shakespeare Capital of New Zealand. Objectives: 1. To provide entertainment opportunities for the community and visitors of all ages about all thing Shakespeare. 2. To provide educational opportunities for all ages of our community and visitors about all things Shakespeare.

Registration Number
CC60594
Charity Type
Trust
Registration Date
2022-07-21
Status
Active
Sector
Education
Location
Stratford, Stratford
Email
shakespearestratford@gmail.com
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.0M$0.0M-
2023$0.1M$0.1M$0.0M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Brendon HornellTrustee2023-10-01
Dixon LobbChair2021-06-08
Suzanne BlackwellTrustee2021-02-02
Emily PerrinTrustee2020-12-10
Joanne StallardSecretary2020-12-10
Matthew PoehlerTrustee2020-11-19

Funding Sources

  • Pelorus Trust — $7,000

Similar Charities in Education

EducationTrust

Stratford Shakespeare Trust

CC60594Stratford, StratfordRegistered 21 Jul 2022
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →
Revenue

$71.7K

Expenses

$71.3K

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

About

Mission

Aim of The Stratford Shakespeare Trust is promote Stratford as the Shakespeare Capital of New Zealand. Objectives: 1. To provide entertainment opportunities for the community and visitors of all ages about all thing Shakespeare. 2. To provide educational opportunities for all ages of our community and visitors about all things Shakespeare.

Key Statistics

Annual Revenue
$71.7K
Total Expenses
$71.3K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (3 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.4mo
Could operate 0.4 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

49
Score /100
Concentrated
HHI: 5,075
Other56.8%
Donations43.0%
Trading / Services0.2%

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
0
#60/330
Revenue
$72K
#31/330
Reserve Months
0.0
#1/330
Surplus
$336
#175/330
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

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Stratford, Stratford

Registration

Registration NumberCC60594
Entity TypeTrust
Registered21 Jul 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Jan 1998
Registered office
11 Fenton Street, Stratford, Stratford

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: 29 September 2026.