New Zealand Investment Education Trust — Education Charity in Wellington
New Zealand Investment Education Trust is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2024.
Mission: The charitable trust exists to advance financial literacy by: - supporting the preparation of education materials to improve New Zealanders' financial literacy; - supporting initiatives the educate the public about listed securities; and - supporting educational efforts of other organisations that promote education about financial literacy
- Registration Number
- CC58210
- Charity Type
- Trust
- Registration Date
- 2020-09-17
- Status
- Active
- Sector
- Education
- Location
- Wellington, Wellington
- matthew@trillium.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2024
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Martin Dowse | Trustee | 2020-08-28 |
| Matthew Underwood | Trustee | 2020-08-24 |
Similar Charities in Education
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- Victoria House Incorporated — Education
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New Zealand Investment Education Trust
Financial data as at March 2024. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Reasons to look carefully (2)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
- Current annual return overdueThe newest annual return we hold is 29 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$128
$60
$10.2K
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The charitable trust exists to advance financial literacy by: - supporting the preparation of education materials to improve New Zealanders' financial literacy; - supporting initiatives the educate the public about listed securities; and - supporting educational efforts of other organisations that promote education about financial literacy
Key Statistics
Financial Trends
Financial Trends (4 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 336 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 11 September 2026.
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