Trustees of the Suzanne Duncan Education Trust — Education Charity in Lower Hutt
Trustees of the Suzanne Duncan Education Trust is a Charitable Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. Annual revenue: $0.1M NZD. Financial data as at December 2025.
Mission: to hold funds and use the income (and up to 5% annually of the capital) to pay scholarships for needy or deserving children of the Anglican Parish of Lower Hutt for the purpose of their education at Chilton St James School.
- Registration Number
- CC37142
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Richbloss@outlook.com
- Data as at
- December 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $4.0M NZD
- Net Assets
- $4.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.2M | $4.0M |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.1M | $0.1M | $3.3M |
| 2022 | - | $0.1M | $3.0M |
| 2021 | $0.0M | $0.1M | $3.5M |
| 2020 | $0.2M | $0.1M | $3.2M |
| 2019 | $0.5M | $0.1M | $3.0M |
| 2018 | - | $0.2M | $2.5M |
| 2017 | $0.4M | $0.1M | $2.7M |
| 2016 | $0.1M | $0.1M | $2.4M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (12)
- Dean Pemberton — Trustee
- Rosemary Moar — Trustee
- Chloe Longdin-Prisk — Trustee
- Annette Cater — Trustee
- Mark Stone — Trustee
- Catharina Otto — Treasurer (departed 2024-01-19)
- Elaine Mosley — Trustee (departed 2024-02-28)
- Richard Perry — Trustee/chairman
- Elizabeth Friend — Trustee (departed 2025-12-11)
- Jocelyn White — Trustee
- Peter Benge — Trustee (departed 2022-01-31)
- Graeme Messenger — Trustee/treasurer (departed 2020-10-22)
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Trustees of the Suzanne Duncan Education Trust
Financial data as at December 2025. 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 →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.
- Reserves high for operating sizeReserves cover ~272 months of expenses on $84K revenue — very high for an operating charity this size
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.
$83.6K
$174.8K
$4.0M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
to hold funds and use the income (and up to 5% annually of the capital) to pay scholarships for needy or deserving children of the Anglican Parish of Lower Hutt for the purpose of their education at Chilton St James School.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 289 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 5 October 2026.
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