# The Education Partnership and Innovation Trust

**Charities Register number:** CC59037
**Status:** Registered
**Registered since:** 2021-06-02
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Education Partnership and Innovation Trust (EPIT) advances and improves educational outcomes through combining, collaborating and sharing resources of aligned charitable and educational organisations. Enabled by a sustainable, transformative cross-sector partnership approach, we work with innovative leaders to create opportunities for collaboration, innovation and co-creation. These partnerships influence education mindsets to transform equitable outcomes for learners throughout Aotearoa New Zealand and especially to communities in areas of greatest need. Our purpose supports our vision of working together to achieve a thriving, equitable Aotearoa for all learners.

## CharityData rating

- **Grade:** B+ (82.5 / 100)
- **Financial health:** 100/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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$3.26M
- **Total expenses:** NZ$2.84M
- **Surplus / deficit:** NZ$414k
- **Total assets:** NZ$3.87M
- **Total liabilities:** NZ$2.36M
- **Net assets:** NZ$1.51M
- **Cash reserves:** NZ$147k
- **Donations:** NZ$3.00M
- **Staff costs:** NZ$430k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=466e30df-c10e-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$3.26M | NZ$2.84M | NZ$414k | NZ$1.51M |
| 2024-03-31 | NZ$2.84M | NZ$1.98M | NZ$864k | NZ$10 |
| 2023-03-31 | NZ$542k | NZ$1.81M | not disclosed | NZ$235k |
| 2022-03-31 | NZ$2.05M | NZ$548k | not disclosed | NZ$1.50M |

## Governance

- **Officers on the register:** 6 current (10 including former)
- **Chair recorded:** yes
- **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=CC59037) and on the charity's profile page.

## Disclosed funders

- **Hugh Green Foundation** (foundation) — NZ$62k, year ended 2022-03-31
- **Simplicity Foundation** (foundation) — NZ$30k, year ended 2024-03-31

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/the-education-partnership-and-innovation-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-education-partnership-and-innovation-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-education-partnership-and-innovation-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC59037

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-education-partnership-and-innovation-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 2026-10-02T09:37:07.247Z.