The Holistic Education Charitable Trust — Education Charity in Christchurch
The Holistic Education Charitable Trust is a Trust charity in the Education sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. Annual revenue: $1.1M NZD. Financial data as at December 2023.
Mission: The Holistic Education Trust exists to advance education in New Zealand through the development and demonstration of an educational model that inspires, engages and nurtures the unique brilliance of every child.
- Registration Number
- CC10494
- Charity Type
- Trust
- Registration Date
- 2007-06-21
- Status
- Active
- Sector
- Education
- Location
- Christchurch, Christchurch
- bridget.ed@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2023
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $1.1M NZD
- Total Assets
- $2.5M NZD
- Net Assets
- $1.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 15
- Volunteers
- 3
- Financial Year End
- 2023-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $1.1M | $1.1M | $1.4M |
| 2022 | $1.0M | $1.0M | $1.5M |
| 2021 | $0.6M | $0.7M | $1.5M |
| 2020 | $0.7M | $0.7M | $1.6M |
| 2019 | $0.6M | $0.7M | $1.6M |
| 2018 | $0.5M | $0.5M | $1.7M |
| 2017 | $1.8M | $0.8M | $1.7M |
| 2016 | $2.5M | $0.9M | $0.8M |
| 2015 | $1.4M | $0.6M | - |
| 2014 | $0.4M | $0.8M | - |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Bridget Edwards | Trustee | 2023-07-14 |
| Kane Bunting | Trustee | 2023-03-15 |
| Eleanor Bell | Trustee | 2023-03-15 |
Former Officers (6)
- Mary Rowley — Trustee (departed 2023-11-20)
- Sarah Roberts — Trustee (departed 2023-03-15)
- Owen Arnst — Trustee (departed 2016-12-09)
- Bruce Victor McIntyre — Trustee (departed 2023-12-31)
- Janet Elizabeth Nicol — Trustee (departed 2014-12-12)
- Gordon Ross Petersen — Trustee (departed 2017-05-15)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
The Holistic Education Charitable Trust
Financial data as at December 2023. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Current annual return overdueThe newest annual return we hold is 32 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.
$1.1M
$1.1M
$2.5M
15
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Holistic Education Trust exists to advance education in New Zealand through the development and demonstration of an educational model that inspires, engages and nurtures the unique brilliance of every child.
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
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 22 peers · Education · $1M – $10M
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: 13 September 2026.
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