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
| 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 | - |
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 →$128
$60
$10.2K
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
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
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 351 peers · Education · Under $100K
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 22 April 2026.
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