# Rule Education Trust

**Charities Register number:** CC47797
**Status:** Registered
**Registered since:** 2012-01-21
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429042981725
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the Trust is to develop, facilitate, manage, teach and train effective educational classes, groups, schools or other bodies that will greatly improve individuals' skill, ability and understanding with intent to forward the social, academic and economic development for people of any ethnicity, denomination, sex or age in New Zealand. Our Mission Statement: To help individuals achieve competence in life through education. In summary, we exist to help people by using the teaching methods we have gained by our own learning and experience. Those people who are not otherwise succeeding in life because of barriers resulting from a lack of education and understanding on the basics of life.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 1
  - reserves above the methodology threshold for its size and type

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$1.24M
- **Total expenses:** NZ$889k
- **Surplus / deficit:** NZ$350k
- **Total assets:** NZ$1.64M
- **Total liabilities:** NZ$133k
- **Net assets:** NZ$1.51M
- **Cash reserves:** NZ$1.57M
- **Government grants:** NZ$1.14M (92.3% of revenue)
- **Donations:** NZ$131
- **Staff costs:** NZ$613k
- **Paid staff:** 14
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d66a1e1d-c30e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$1.24M | NZ$889k | NZ$350k | NZ$1.51M |
| 2024-03-31 | NZ$1.38M | NZ$840k | NZ$537k | NZ$1.16M |
| 2023-03-31 | NZ$802k | NZ$642k | not disclosed | NZ$620k |
| 2022-03-31 | NZ$745k | NZ$614k | not disclosed | NZ$460k |
| 2021-03-31 | NZ$702k | NZ$604k | not disclosed | NZ$329k |
| 2020-03-31 | NZ$734k | NZ$573k | not disclosed | NZ$231k |
| 2019-03-31 | NZ$313k | NZ$320k | not disclosed | NZ$70k |
| 2018-03-31 | NZ$249k | NZ$225k | not disclosed | NZ$76k |
| 2017-03-31 | NZ$147k | NZ$100k | not disclosed | NZ$53k |
| 2016-03-31 | NZ$108k | NZ$102k | not disclosed | NZ$5k |

## Governance

- **Officers on the register:** 4 current (7 including former)
- **Chair recorded:** yes
- **Auditor:** O'Meara & Company Limited
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47797) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-05

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/rule-education-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/rule-education-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/rule-education-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47797

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/rule-education-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-05T04:51:16.539Z.