The Nelson School of Music Endowment Trust — Arts & Culture Charity in Nelson

The Nelson School of Music Endowment Trust is a Charitable Trust charity in the Arts & Culture sector, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: To enable the establishment of endowments for the purposes of furthering such aspects of the work of the Nelson School of Music as an institution supporting music and arts in Nelson as the Trustees may decide.

Registration Number
CC20481
Charity Type
Charitable Trust
Registration Date
2008-01-13
Status
Active
CharityData Rating
B (76.8/100)
Sector
Arts & Culture
Location
Nelson, Nelson
Email
petersuth@xtra.co.nz
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
112.7 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.0M-
2023$0.1M$0.0M-
2022$0.0M$0.1M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.1M$0.2M-
2017$0.1M$0.4M-
2016$0.1M$0.0M$1.5M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Maria FillaryTrustee2022-05-18
Jan TrayesTrustee2020-07-23
Anthony Peter RobinsTrustee2014-12-08
Alexander James Jeremy GlasgowTrustee2008-01-14
Ian Francis KearneyChair2008-01-14

Former Officers (6)

  • Mark Christensen — Trustee (departed 2022-05-18)
  • Roger Taylor — Trustee (departed 2020-07-23)
  • Paul Rosanowski — Trustee (departed 2015-04-15)
  • Neil Deans — Trustee (departed 2014-09-26)
  • Pamela Dawne Seymour — Trustee (departed 2011-02-07)
  • Richard Rainey — Trustee (departed 2014-11-05)

Similar Charities in Arts & Culture

FunderArts & CultureCharitable TrustEndowment

The Nelson School of Music Endowment Trust

CC20481Nelson, NelsonRegistered 13 Jan 2008
Data updated: 3 days ago
Financials9mo agoRating4d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$56.2K

Expenses

$57.2K

Financial data from Charities Services annual return (FY2025). 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
Nelson

About

Mission

To enable the establishment of endowments for the purposes of furthering such aspects of the work of the Nelson School of Music as an institution supporting music and arts in Nelson as the Trustees may decide.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$56.2K
Total Expenses
$57.2K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
112.7mo
Could operate 112.7 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 350 peers · Arts & Culture · Under $100K

Rating Score
77
#11/351
Revenue
$56K
#69/351
Reserve Months
112.7
#1/351
Surplus
$-1K
#228/351
Staff Cost %
0%
#1/351

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

Rating History

B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
B
2024
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC20481
Entity TypeCharitable Trust
Registered13 Jan 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Apr 2007
Registered office
48 Nile Street Nelson 7010, Nelson

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: 5 October 2026.