The Holistic Education Charitable Trust — Education Charity in Christchurch
The Holistic Education Charitable Trust is a registered charity in the Education sector, based in Christchurch, Christchurch. 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
- Registration Date
- 2007-06-21
- Status
- Active
- Sector
- Education
- Location
- Christchurch, Christchurch
- bridget.ed@gmail.com
- Data as at
- December 2023
Beneficiaries: Children / young people
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 | $-0.8M |
| 2014 | $0.4M | $0.8M | $-1.5M |
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
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
The Holistic Education Charitable Trust
Financial data as at December 2023. Sourced from Charities Services register.
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 (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 33 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.
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.
Who We Serve
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 62 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: 2 October 2026.
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