Wilton Montessori Education TrustEducation Charity in Wellington

Wilton Montessori Education Trust is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: The Wilton Montessori Education Trust enables and supports Montessori education at our school. We also help to coordinate Montessori families’ involvement and Montessori strand events. Essentially, the Trust finances any Montessori-specific expenses, such as purchasing Montessori equipment, funding additional teachers, and funding training. We also help organise and run various social and educational events during the year.

Registration Number
CC23838
Charity Type
Trust
Registration Date
2008-05-04
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
treasurermonttrust@gmail.com
Data as at
December 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M-
2024$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.1M-
2021$0.0M$0.1M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.1M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Evealyn WhittingtonTreasurer2025-11-05

Former Officers (19)

  • Julia LutySecretary
  • Stefanie DixonTreasurer
  • Ruth McFadyenChair
  • Fiona MileSecretary (departed 2025-11-06)
  • Krissy WilliamsChair (departed 2023-09-13)
  • Vidhya BalakrishnanParent Liaison Officer (departed 2020-01-01)
  • Angela PalomaSecretary (departed 2024-04-21)
  • Claire HoneywillTrustee (departed 2018-12-31)
  • Lucie HyettTreasurer (departed 2018-03-31)
  • Nina TempletonSecretary (departed 2014-12-31)
  • Florence Coram-LasinerTrustee (departed 2015-12-31)
  • Kirsty FyfeSecretary (departed 2012-12-30)
  • Hadley FierlingerCommunications (departed 2012-02-20)
  • Britta MartiniTeacher Rep (departed 2009-01-01)
  • Lauren WhitakerTreasurer (departed 2014-12-31)
  • Krissy CloutmanChair (departed 2024-04-21)
  • Kristin StokesSecretary (departed 2009-01-01)
  • David ReasonProperty Officer (departed 2008-07-27)
  • Benedicte Florin DaggerChair (departed 2013-06-30)

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Wilton Montessori Education Trust

CC23838Wellington, WellingtonRegistered 4 May 2008
Data updated: 1 Sept 2026
Financials8mo agoRating2d ago

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not ratedVolunteer / community organisation

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 →
Revenue

$95.3K

Expenses

$49.9K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The Wilton Montessori Education Trust enables and supports Montessori education at our school. We also help to coordinate Montessori families’ involvement and Montessori strand events. Essentially, the Trust finances any Montessori-specific expenses, such as purchasing Montessori equipment, funding additional teachers, and funding training. We also help organise and run various social and educational events during the year.

Key Statistics

Annual Revenue
$95.3K
Total Expenses
$49.9K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

53
Score /100
Concentrated
HHI: 4,748
Donations59.6%
Other34.0%
Trading / Services6.3%
Investment Income0.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$95K
#5/356
Reserve Months
0.0
#1/356
Surplus
$45K
#5/356
Staff Cost %
0%
#1/356

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC23838
Entity TypeTrust
Registered4 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated31 Mar 1993
Registered office
166 Wilton Road, Wilton, Wellington

Sector & Activities

Primary Sector
Education

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: 14 September 2026.