# Trustees of the Suzanne Duncan Education Trust

**Charities Register number:** CC37142
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Lower Hutt
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

to hold funds and use the income (and up to 5% annually of the capital) to pay scholarships for needy or deserving children of the Anglican Parish of Lower Hutt for the purpose of their education at Chilton St James School.

## CharityData rating

- **Not rated** — Small community organisation — the scorecard is not designed for entities at this scale.
- **Status code:** `community_group`
- **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$84k
- **Total expenses:** NZ$175k
- **Surplus / deficit:** NZ$-91k
- **Total assets:** NZ$3.97M
- **Total liabilities:** NZ$6k
- **Net assets:** NZ$3.96M
- **Cash reserves:** NZ$1k
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7354401e-d8e6-f011-bb4e-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$84k | NZ$175k | NZ$-91k | NZ$3.96M |
| 2024-12-31 | NZ$82k | NZ$112k | NZ$-31k | not disclosed |
| 2023-12-31 | NZ$66k | NZ$109k | NZ$-43k | NZ$3.30M |
| 2022-12-31 | not disclosed | NZ$103k | not disclosed | NZ$3.03M |
| 2021-12-31 | NZ$17k | NZ$77k | not disclosed | NZ$3.54M |
| 2020-12-31 | NZ$188k | NZ$132k | not disclosed | NZ$3.19M |
| 2019-12-31 | NZ$519k | NZ$105k | not disclosed | NZ$2.95M |
| 2018-12-31 | not disclosed | NZ$175k | not disclosed | NZ$2.54M |
| 2017-12-31 | NZ$433k | NZ$147k | not disclosed | NZ$2.71M |
| 2016-12-31 | NZ$121k | NZ$145k | not disclosed | NZ$2.43M |

## Governance

- **Officers on the register:** 7 current (12 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=CC37142) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- 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/trustees-of-the-suzanne-duncan-education-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/trustees-of-the-suzanne-duncan-education-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/trustees-of-the-suzanne-duncan-education-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC37142

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/trustees-of-the-suzanne-duncan-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 2026-10-05T05:52:23.192Z.