G.69 ANNUAL REPORT 2016 FOR THE YEAR ENDED 31 DECEMBER 2016 NEW ZEALAND SYMPHONY ORCHESTRA TE TIRA PŪORO O AOTEAROA TO OUR NZSO SUPPORTERS: Thank you. MAESTRO CIRCLE ($10,000+) Dr John Grigor Lorraine & Rick Christie Hugh & Marion Townend Denis & Verna Adam Robin Henderson Lady Patricia Clark Vivien Ward Lisa Bates MNZM & Douglas Hawkins Antonia Hill Jeremy Commons & the late Daphne Wardle Rex Benson Margaret & John Hunn David Carson-Parker Deborah Watson & Alec Bruce Donald & Susan Best David Jenkinson Jane Crosse Frank Webster Peter Biggs CNZM & Mary Biggs Dr Lynnette Jones and Deborah Mills Rene de Monchy Peter & Jane Webster Sir Roderick & Gillian, Lady Deane Morgan & Patricia Jones Tania Dyett Rudolph & Valeria Wenk Peter Diessl ONZM & Carolyn Diessl Fenton & Felicity Kelly Eric Espiner Joan Wilkinson The FAME Trust Annette & Ralph Lendrum John Evans Anna Wilson Dame Bronwen Holdsworth DNZM Jim Mann Tom & Kay Farrar Dr Alan Wright Mary Fitzwilliam Award Christopher & Jilly Marshall John & Rosemary Farrell Mr Christopher Young Paul McArthur & Danika Charlton Claire McDonald Stephen & Virginia Fisher Anonymous (26) Julie Nevett Jennie McInnes Sas Fookes Anonymous Campbell McLachlan & Rhona Fraser Patricia Elizabeth Foster TRUSTS & FOUNDATIONS Morrison QSM Gerrard & Marti Friedlander APRA AMCOS VIRTUOSO CIRCLE ($5,000+) Hilary Mountcastle Memorial Judy & Bryan Frost Community Trust of Southland Julian & Selma Arnhold Roger and Jenny Mountfort Ruth & Peter Gadgil Eastland Community Trust Marie Brown MNZM & Brendan Brown Ian & Kim New Belinda Galbraith Eastern & Central Community Trust Diana Duff-Staniland Mike Nicolaidi & Michael Houstoun Michelle & Chris Gallagher The FAME Trust Fehl Charitable Trust Tim & Lorraine Olphert J Geldof First Sovereign Charitable Trust Holdsworth Charitable Trust Viola & Philip Palmer Derek & Gail Goddard Infinity Foundation Dr Hylton LeGrice CNZM, OBE Fay Pankhurst Jack Greenfield Invercargill Licensing Trust Foundation & Ms Angela Lindsay Gary & Dot Paykel Sandra Greenfield Marlborough District Council Clare & Justin Murray Rev Dr Barbara Peddie Hugh Grenfal Rotorua Energy Charitable Trust Collin Post & Brenda Young Phillippa Poole & Paul Gilkison Dr Elizabeth Griego Sargood Bequest Heather Simpson Ross & Judith Pottinger Anne Hall Thomas George Macarthy Trust Les Taylor QC Anne Ryan Miriam Hartmann Trust Aoraki Katrina Todd Ailsa Salt Gary & Helena Hawke Trust House Foundation Daniel & Kylie Wong Paul Selwyn-Smith Ian & Wendy Haynes Anonymous (3) Ken Sheldrick Geoff Henley & Helene Quilter VINCENT ASPEY SOCIETY Warwick Slinn Dr Graham Hill & Joan Caulfield (NOTIFIED LEGACIES) Orchestra Circle ($2,500+) Gendie & Richard Somerville-Ryan Prof Les Holborow Leslie Austin Ted & Ann Aspey Martin & Catherine Spencer C & K Hoolihan Gillian Clark-Kirkcaldie Paul & Sheryl Baines Martyn & Shona Spencer Don & Janine Hunn Bryan Crawford Rev. GL & M Crawford Peter & Kay Squires David Jenkinson Murray Eggers Allison & Victor Diem Ross Steele Boyd Klap D J Foley Bill & Olive Falconer Lady Tait Judith Knibb Maggie Harris Ian Fraser Alison Thomson Jenny Lane Eric Johnston & Alison Buchanan K & P Hammond Ken & Mary Thomson Owen & Lois Lawn Lynette Jones & Deborah Mills Athol Mann CMG & Ngaire Mann Dame Catherine Tizard Geoff & Elizabeth Lee Anna Marion Alison Morton Ann Trotter Howard Livingston Shar Miles Peter & Juliet Rowe Judith Trotter Barbara Mabbett Mary O’Brien Margaret Trotter Louise & Johnstone Walker Margaret Mabbett Mr Robinson A R. (Bob) Wallis The Wallace Foundation Mrs Linda Macfarlane Peter & Juliet Rowe Peter & Kathryn Walls Michael & Margaret Walls Ann Mallinson Keith L Stichbury Anonymous (1) Margaret Wareham Kevin & Julie Marshall Anonymous (16) David Weatherburn & Maxine Dixon Dr & Mrs JRD Matthews ARTIST CIRCLE ($1,000+) Peter & Jane Webster Claire McDonald (REALISED LEGACIES 2007–2014) Malcolm & Virginia Abernethy Carla and John Wild Carole McIntosh Mrs Ursula Bayfield Ron & Joan Adams Tim Wilkinson & Lynette Murdoch Bruce McKinnon Peter Brooks Jack & Elizabeth Alison Gwen Wills Jeff & Marise McNeill Judith Clark Odette Alleyne (née Outtrim) Ann Wylie John Meads & Anne Marie Moorhead William Clayton & Alan Evans David & the late Helen Zwartz Glenda & Peter Menzies Frederick Coad Geoff & Vivien Atkinson Anonymous (12) Phillippa Middleton Joan Dingley Jenny Ballantyne Heather Miller Margaret Everton Anita Banburg SONATA DONOR ($500+) Shinji & Keiko Morimoto The FAME Trust Mark Barrow Richard & Heather Armishaw Roger & Barbara Moses Mary Fitzwilliam Margie Beattie & John Barlow Jean Atchinson Dennis & Gwyneth Norman Owen Gebbie The David & Genevieve Warren & Margaret Austad Inge Nusselder Valerie & Kelvin Grant Becroft Foundation Leslie Austin Alan & Luba Perry Allan Silas Jenkins Virginia Breen Vivienne & Duncan Bamfield Richard & Julia Perry William Johnstone John Bruce Michael & Judith Bassett Tony Reeve Morag MacDonald Alan & Sandy Bulmer Danielle Bates Fiona Rhodes Zita Outtrim Molly Chapman Philippa Bates Helen & John Rimmer Erika Schorss Richard & Valerie Crooks Susan Batley & Rob Hole Miles Rogers Monica Taylor Jane Crosse Usha Bhana Judith Ross Lesley Wyatt Drs JD & SJ Cullington Patricia Bollard Damien Rundell Anonymous Mark De Jong Hon. John Boscawen Seaway Cleaning Services Ltd Alfie & Susie des Tombe Hugh & Jill Brewerton James Seymour ENDOWED FUNDS Michiel During & Cathy Ferguson John & Christine Brook Lorraine Smith June Violet Commons Fund Waltraut & Dieter Engel JE Brown Robyn Smith Emma & Jack Griffin Charitable Trust Robert & Charlotte Fisher Robert & Penney Cameron Peter & Kay Squires Reeves Harris Orchestra Fund Ian Fraser & Suzanne Snively Robert Carew John Stoddart Take Note Trust Russell & Judy Gibbard Malcolm & Margaret Carr Mark Stratford Michael & Creena Gibbons Noel Carroll Jenny & Ian Thomas Dagmar Girardet Peggy Cayton Heather & Steve Thompson Garry & Susan Gould Yvonne Chetwin Jasmine & Kevin Thompson For more information on how you too can become a NZSO Supporter visit www.nzso.co.nz ANNUAL REPORT The Board have pleasure in presenting the Annual Report for the New Zealand Symphony Orchestra for the year ended 31 December 2016. DONALD BEST DAME BRONWEN HOLDSWORTH DNZM BOARD CHAIR BOARD MEMBER, AUDIT COMMITTEE MEMBER 7 April 2017 7 April 2017 CONTENTS 2 NZSO: Vision and Mission 3 NZSO: Values 4 Chair’s Preface 7 Chief Executive’s Overview 11 Organisational Health & Capability 14 Governance Statement 15 Financial Statements 16 Independent Auditor’s Report 37 Performance Reporting Framework 2016 38 Performance Reporting: Impacts & Outcomes 39 Output Services Revenue & Expenditure 40 Statement of Service Performance 42 Measurement of Quality Service Performance 43 2016 Service Performance Summary 1 NZSO: VISION AND MISSION THE VISION Providing world class musical experiences that inspire all New Zealanders. achieved by THE MISSION Deepening and expanding musical connections and engagement with our communities. through A NATIONAL FULLTIME FULL SIZE SYMPHONY ORCHESTRA which Performs to an international standard is Excellent in performance has Relevant and engaging programming, Reaches large and diverse audiences and asserts Musical and artistic leadership A symphony orchestra which has Best practice operations, A shared and productive organisational culture, Sustainable management of all resources and Excellent systems and processes 2 New Zealand Symphony Orchestra NZSO: VALUES FUNCTIONS OF THE ORCHESTRA We value excellent engagement WHAT The functions of the orchestra are outlined in Section 9 WE DO • We identify strongly with one another of the New Zealand Symphony Orchestra Act 2004, and with New Zealanders. as follows: • We ensure that our work is relevant to • to ensure that the orchestra presents a broad our audiences repertoire of orchestral performance including • We communicate openly and honestly New Zealand works and recent works with one another and with New • to encourage the development of New Zealand Zealanders musicians • to encourage the development of New Zealanders’ knowledge and appreciation of orchestral music We value creative excellence HOW • to develop and expand the audience of the orchestra on a national basis WE DO • We are passionate about our music and IT strive to share it widely • to provide a touring orchestra (which may also include international performances) • We are innovative and creative in all • to carry out any other functions consistent with aspects of our activities its principal objectives, as agreed to by the Minister • We are inspired to be excellent in all our after consultation with the orchestra performances • to co-operate with other similar institutions and organisations having objectives similar to those of the orchestra. HOW We value excellent relationships WE • We always act with fairness, honesty OBJECTIVES OF THE ORCHESTRA BEHAVE and transparency • We trust, respect, acknowledge and The objectives of the orchestra are outlined in Section 8 support each other of the New Zealand Symphony Orchestra Act 2004, • We always act with integrity as follows: • to provide the public of New Zealand with live and recorded performances of symphonic music performed to an international standard: • to provide an orchestra that— (i) is highly skilled and artistically imaginative; and (ii) has strong community support: • to be a leading New Zealand performing arts organisation with a role in the development of a distinctively New Zealand cultural environment: • to promote and encourage New Zealand musical composition and composers: