The Wairarapa Montessori Charitable Trust — Education Charity in Carterton
The Wairarapa Montessori Charitable Trust is a Trust charity in the Education sector, based in Carterton, Carterton. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at December 2024.
Mission: To advance the Montessori method of education within the Wairarapa region.
- Registration Number
- CC20825
- Charity Type
- Trust
- Registration Date
- 2008-01-30
- Status
- Active
- Sector
- Education
- Location
- Carterton, Carterton
- waimontnz@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.1M | $0.2M | $0.1M |
| 2023 | $0.1M | $0.1M | $0.2M |
| 2022 | $0.1M | $0.1M | $0.2M |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.0M | - |
| 2019 | $0.1M | $0.0M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | $0.0M |
| 2015 | $0.1M | $0.1M | - |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Tobias Rosenberg | Chair | 2024-02-13 |
| Charlotte Benson | Secretary | 2024-02-13 |
| Megan McMillen | Trustee | 2024-02-13 |
| Julie Jones | Trustee | 2009-01-01 |
Former Officers (23)
- Louise Baldock — Treasurer (departed 2022-12-31)
- clemente Casttro Cervino — Treasurer (departed 2019-12-31)
- Jules Austin — Trustee (departed 2024-12-31)
- Joke Bale — Trustee (departed 2019-12-31)
- Holly Coombes — Trustee (departed 2017-03-31)
- Michelle Simms — Secretary (departed 2019-12-31)
- Micaela Rutene — Trustee (departed 2019-12-31)
- Emilie Neubauer — Chair (departed 2024-12-31)
- Ewan Smith — Chair (departed 2016-03-31)
- Guy Fisher — Treasurer (departed 2018-01-01)
- Rachel Dell — Trustee (departed 2019-12-31)
- Brenda Anderson — Treasurer (departed 2015-04-28)
- Sarah Webster — Trustee (departed 2016-03-31)
- Greg Sandall — Trustee (departed 2017-03-31)
- Linda Penlington — Trustee (departed 2015-04-28)
- Sue Wright — Trustee (departed 2012-10-30)
- Paul Burgin — Treasurer (departed 2011-11-18)
- Victoria Cassells — Trustee (departed 2011-03-31)
- Michelle Brasier — Trustee (departed 2009-05-14)
- Tracey Mooney — Treasurer (departed 2009-12-31)
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 Wairarapa Montessori Charitable Trust
Financial data as at December 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 →$111.6K
$166.1K
$126.0K
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
To advance the Montessori method of education within the Wairarapa region.
Key Statistics
Financial Trends
Financial Trends (18 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 108 peers · Education · $100K – $1M
Top Peers in Group
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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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