The Wellington Jazz Orchestra Incorporated — Education Charity in Wellington

The Wellington Jazz Orchestra Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: The purposes of the Society shall be: (a) To establish a society for the promotion and encouragement of jazz, (b) To promote the music of jazz for the entertainment of the general public nationally and in the greater Wellington area in particular, (c) To promote the art of music among its members, (d) To promote jazz among youth, (e) To promote, encourage and conduct jazz festivals, (f) To attend and compete at jazz and jazz band competitions, (g) To conduct jazz educational workshops, (h) The performance of jazz music in all its aspects, (i) To promote such social and other activities as may appear advisable to further the objects and purpose of the Society, (j) To raised money by way of subscriptions, sponsorship, or otherwise, (k) To borrow money by way of a bank overdraft or otherwise to give such security over the property of the Society as may be necessary to secure such advances.

Registration Number
CC42057
Charity Type
Trust
Registration Date
2009-09-01
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
julie@jla.co.nz
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.0M
2024$0.4M$0.3M$0.0M
2023$0.3M$0.3M$-0.0M
2022$0.2M$0.2M$-0.0M
2021$0.1M$0.2M$-0.0M
2020$0.2M$0.2M$-0.0M
2019$0.2M$0.2M$-0.0M
2018$0.2M$0.2M$-0.0M
2017$0.1M$0.1M$-0.0M
2016$0.1M$0.1M$-0.0M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Christopher Fox — Officer
  • Dylan Holmes — Secretary
  • Damian Forlong — President
  • Julie Lamb — Treasurer
  • Colin Hemmingsen — President (departed 2016-03-31)
  • Julian Allen — Treasurer (departed 2012-04-01)
  • Grant Crowley — Secretary (departed 2021-01-23)
  • Rodger Fox — Officer (departed 2024-08-13)

Funding Sources

  • Pub Charity Limited — $13,200
  • Pelorus Trust — $8,539.5
  • Aotearoa Gaming Foundation — $4,625
  • New Zealand Community Trust — $4,000

Similar Charities in Education

EducationTrust

The Wellington Jazz Orchestra Incorporated

CC42057Wellington, WellingtonRegistered 1 Sept 2009
Data updated: 4 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 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

$122.1K

Expenses

$88.4K

Assets

$50.6K

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

About

Mission

The purposes of the Society shall be: (a) To establish a society for the promotion and encouragement of jazz, (b) To promote the music of jazz for the entertainment of the general public nationally and in the greater Wellington area in particular, (c) To promote the art of music among its members, (d) To promote jazz among youth, (e) To promote, encourage and conduct jazz festivals, (f) To attend and compete at jazz and jazz band competitions, (g) To conduct jazz educational workshops, (h) The performance of jazz music in all its aspects, (i) To promote such social and other activities as may appear advisable to further the objects and purpose of the Society, (j) To raised money by way of subscriptions, sponsorship, or otherwise, (k) To borrow money by way of a bank overdraft or otherwise to give such security over the property of the Society as may be necessary to secure such advances.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther - All

Key Statistics

Annual Revenue
$122.1K
Total Expenses
$88.4K
Net Assets
$40.6K
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.3mo
Could operate 2.3 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

2
Score /100
Highly Concentrated
HHI: 9,822
High Concentration: 99% of revenue from Other
Other99.1%
Donations0.9%
Investment Income0.1%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$122K
#120/133
Reserve Months
0.0
#1/133
Surplus
$34K
#59/133
Staff Cost %
0%
#1/133

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
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC42057
Entity TypeTrust
Registered1 Sept 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated7 Aug 2009
Registered office
Massey University, Mount Cook, Wellington, 6012

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides services (e.g. care / counselling)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.