Life Education Trust Hutt Valley — Health Charity in Lower Hutt

Life Education Trust Hutt Valley is a Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: Life Education Trust Hutt Valley is a children's charity. We visit schools and teach " Life Education" to children up to Year 8. We support students to develop Life Skills, make healthy choices, gain knowledge about health and their bodies, develop self esteem, and develop strategies for relating to others.

Registration Number
CC10319
Charity Type
Trust
Registration Date
2007-05-21
Status
Active
Sector
Health
Location
Lower Hutt, Lower Hutt
Email
steve.graves@pkfkendons.co.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.1M
2024$0.1M$0.1M$0.1M
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M$0.2M
2021$0.1M$0.1M$0.2M
2020$0.1M$0.1M$0.2M
2019$0.1M$0.1M$0.2M
2018$0.1M$0.1M$0.2M
2017$0.1M$0.1M$0.2M
2016$0.1M$0.1M$0.2M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Alastair LloydTrustee2025-12-09
Tracey ScottTrustee2024-11-25
Nigel FraterTrustee2018-03-26
Paula StaceTrustee2014-06-16
Stephen GravesTrustee2007-04-02

Former Officers (18)

  • Diane Lloyd — Trustee (departed 2024-03-20)
  • Barbara Ware — Trustee (departed 2021-02-15)
  • Joanna Mortimer — Trustee (departed 2026-03-31)
  • Tim Belcher — Trustee (departed 2017-05-01)
  • Philip Stace — Trustee (departed 2013-12-03)
  • Leah Clark — Trustee (departed 2013-08-12)
  • Margaret Willard — Trustee (departed 2018-05-14)
  • Kelly Moran — Trustee (departed 2012-09-03)
  • Douglas Thwaites — Trustee (departed 2018-03-26)
  • Rebekah Quirke — Trustee (departed 2015-07-20)
  • Barry Clayton — Trustee (departed 2012-01-30)
  • Kathryn Mackay — Trustee (departed 2009-05-18)
  • Margaret Radford — Trustee (departed 2014-02-10)
  • Malcolm Barber — Trustee (departed 2007-09-10)
  • Robert Bishop — Trustee (departed 2007-05-07)
  • Diana Edmonds — Trustee (departed 2008-12-31)
  • Sheila Ellis — Trustee (departed 2025-12-31)
  • Ian Rattray — Trustee (departed 2011-12-13)

Funding Sources

  • Four Winds Foundation Limited — $22,500

Similar Charities in Health

FunderHealthTrustTrust

Life Education Trust Hutt Valley

CC10319Lower Hutt, Lower HuttRegistered 21 May 2007
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

Reasons to look carefully (1)

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 register
    No chair or presiding role is recorded in the register for this board of 5. 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.

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.

Revenue

$97.1K

Expenses

$117.9K

Assets

$90.4K

Staff

1

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducation
Beneficiaries
Children
Geographic Focus
Wellington

About

Mission

Life Education Trust Hutt Valley is a children's charity. We visit schools and teach " Life Education" to children up to Year 8. We support students to develop Life Skills, make healthy choices, gain knowledge about health and their bodies, develop self esteem, and develop strategies for relating to others.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$97.1K
Total Expenses
$117.9K
Net Assets
$90.2K
Staff
1
employees

Financial Trends

Financial Trends (19 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.9mo
Could operate 2.9 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

22
Score /100
Highly Concentrated
HHI: 7,784
High Concentration: 88% of revenue from Other
Other87.7%
Donations9.1%
Investment Income3.1%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$97K
#4/266
Reserve Months
0.0
#1/266
Surplus
$-21K
#237/266
Staff Cost %
82%
#266/266

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: 10 | Transparency: 65

Rating

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

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC10319
Entity TypeTrust
Registered21 May 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Jul 1998
Registered office
C/O Kendons Chartered Accountants Limite 69 Rutherford Street Lower Hutt, Lower Hutt

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)Other - Acts an Umbrella body

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: 28 September 2026.