Rudolf Steiner Schools (Waikato) Trust — Education Charity in Hamilton

Rudolf Steiner Schools (Waikato) Trust is a Trust charity in the Education sector, based in Hamilton, Hamilton. Annual revenue: $0.8M NZD. Financial data as at December 2024.

Mission: To establish kindergartens and schools in New Zealand for the education of children as indicated by Rudolf Steiner. To arrange lectures and meetings to advance knowledge of education of children as indicated by Rudolf Steiner.

Registration Number
CC34356
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Hamilton, Hamilton
Email
ptaccounts@waikatowaldorf.school.nz
Data as at
December 2024

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.6M NZD
Total Assets
$10.3M NZD
Net Assets
$9.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.8M$0.6M$9.1M
2023$0.8M$0.6M$8.9M
2022$0.6M$0.5M$3.6M
2021$0.6M$0.4M$3.6M
2020$0.5M$0.3M$3.4M
2019$0.5M$0.3M$3.2M
2018$0.6M$0.1M$3.0M
2017$0.5M$0.2M$2.6M
2016$0.4M$0.2M$2.3M
2015$0.3M$0.2M$1.6M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Anna JefferiesTrustee2026-08-18
Michael KalaugherTrustee2025-11-25
Tracey HutchingTrustee2025-06-17
Maree SmithTrustee2024-07-25
James HerbertChair2024-02-15
Susan BradleySecretary2022-02-01
Michael DelaneyTreasurer2020-05-13

Former Officers (26)

  • Gary Farrow — Trustee (departed 2023-06-15)
  • Ian Kim — Trustee (departed 2022-11-17)
  • Bradley White — Trustee (departed 2025-08-12)
  • Simon Rowell — Chair (departed 2024-12-31)
  • Elizabeth Swanepoel — Trustee (departed 2021-12-24)
  • James Hugh — Trustee (departed 2022-09-15)
  • Melanie Lints — Trustee (departed 2025-01-24)
  • Janine Stark — Trustee (departed 2021-12-24)
  • Robert Shirlow — Trustee (departed 2019-04-18)
  • Pieter Swanepoel — Trustee (departed 2018-12-11)
  • David Gray — Treasurer (departed 2019-12-13)
  • Adam Plimmer — Trustee (departed 2024-12-31)
  • Marion Genevray — Trustee (departed 2016-12-31)
  • Richard Jefferies — Trustee (departed 2017-12-31)
  • Ted te Bogt — Trustee (departed 2018-09-06)
  • Kate Woodcock — Trustee (departed 2018-05-04)
  • Tracey Burgess-Jones — Chair (departed 2019-01-06)
  • Vanessa Goodchild — Trustee (departed 2014-12-31)
  • Jo Mcfadden — Trustee (departed 2015-12-31)
  • Warwick Hutchinson — Trustee (departed 2018-08-22)

Funding Sources

  • Grassroots Trust Limited — $50,000

Similar Charities in Education

EducationTrust

Rudolf Steiner Schools (Waikato) Trust

CC34356Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials31 Dec 2024Rating4d ago

Financial data as at December 2024. Sourced from Charities Services register.

NR
Not rated — Charity type not yet classified — grade withheld

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 →
Revenue

$760.9K

Expenses

$627.3K

Assets

$10.3M

Staff

1

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To establish kindergartens and schools in New Zealand for the education of children as indicated by Rudolf Steiner. To arrange lectures and meetings to advance knowledge of education of children as indicated by Rudolf Steiner.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$760.9K
Total Expenses
$627.3K
Net Assets
$9.1M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
5.3mo
Could operate 5.3 months with zero revenue
Low reserves
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

47
Score /100
Concentrated
HHI: 5,257
Donations63.1%
Other35.7%
Investment Income1.1%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$761K
#9/133
Reserve Months
0.0
#1/133
Surplus
$134K
#23/133
Staff Cost %
8%
#133/133

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
6 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC34356
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Apr 1981
Registered office
10 Taylor Terrace, Saint Andrews, Hamilton

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 30 September 2026.