# Southern Stars Waldorf Trust 

**Charities Register number:** CC52645
**Status:** Registered
**Registered since:** 2015-08-24
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Dunedin
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The charitable objects and purposes of the Trust (The Trust Purpose) is as follows: to advance early childhood education in the Dunedin community by providing Holistic childcare services centred in Waldorf educational theory.

## 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:** none

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 2025-12-31)

- **Total revenue:** NZ$355k
- **Total expenses:** NZ$335k
- **Surplus / deficit:** NZ$20k
- **Total assets:** NZ$130k
- **Total liabilities:** NZ$55k
- **Net assets:** NZ$75k
- **Cash reserves:** NZ$79k
- **Government grants:** NZ$252k (71.2% of revenue)
- **Donations:** NZ$0
- **Staff costs:** NZ$296k
- **Paid staff:** 9
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=048a741a-912d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2025-12-31 | NZ$355k | NZ$335k | NZ$20k | NZ$75k |
| 2025-03-31 | NZ$407k | NZ$385k | NZ$22k | NZ$55k |
| 2024-03-31 | NZ$380k | NZ$398k | NZ$-18k | NZ$33k |
| 2023-03-31 | NZ$370k | NZ$320k | not disclosed | NZ$51k |
| 2022-03-31 | NZ$281k | NZ$301k | not disclosed | NZ$1k |
| 2021-03-31 | NZ$262k | NZ$253k | not disclosed | NZ$21k |
| 2020-03-31 | NZ$265k | NZ$284k | not disclosed | NZ$12k |
| 2019-03-31 | NZ$261k | NZ$258k | not disclosed | NZ$31k |
| 2018-03-31 | NZ$240k | NZ$146k | not disclosed | NZ$12k |
| 2017-03-31 | NZ$39k | NZ$49k | not disclosed | NZ$-20k |

## Governance

- **Officers on the register:** 4 current (10 including former)
- **Chair recorded:** no
- **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=CC52645) 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/southern-stars-waldorf-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/southern-stars-waldorf-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/southern-stars-waldorf-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52645

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/southern-stars-waldorf-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 2026-10-05T05:56:29.018Z.