The Kapiti Waldorf Trust — Education Charity in Paraparaumu
The Kapiti Waldorf Trust is a Trust charity in the Education sector, based in Paraparaumu, Paraparaumu. CharityData rates this charity D+ (51.8/100). Annual revenue: $1.3M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: The Trust contributes to the operation of Te Ra Waldorf School and the Te Rewhiti Kindergartens, to offer the education of children based on the Rudolf Steiner educational principles. As such the Trust's mission is to protect the special character of these educational facilities.
- Registration Number
- CC29487
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- D+ (51.8/100)
- Sector
- Education
- Location
- Paraparaumu, Paraparaumu
- office@tera.school.nz
- Data as at
- December 2025
Beneficiaries: Animals, Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities
Financial Summary
- Total Revenue
- $1.3M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $2.2M NZD
- Net Assets
- $1.3M NZD
- Reserve Months
- 2.1 months of operating expenses
- Staff Count
- 4
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.3M | $1.2M | $1.3M |
| 2024 | $1.4M | $1.3M | $1.3M |
| 2023 | $1.3M | $1.4M | $1.1M |
| 2022 | $1.2M | $1.2M | $1.2M |
| 2021 | $1.2M | $1.2M | $1.3M |
| 2020 | $1.3M | $1.2M | $1.3M |
| 2019 | $1.2M | $1.1M | $-0.7M |
| 2018 | $0.8M | $0.8M | $1.3M |
| 2017 | $0.9M | $0.9M | $1.3M |
| 2016 | $1.0M | $1.0M | $1.4M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 51.8/100
- Financial Score
- 74.7
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- Average staff compensation of $180,562 per FTE, significantly above sector average of $75,000
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Paul Fletcher | Trustee | 2025-11-19 |
| Bridie Fahey | Trustee | 2025-11-19 |
| James Dilks | Trustee | 2025-11-19 |
| Simon Bell | Trustee | 2025-11-19 |
| Natasha Robertson | Trustee | 2022-12-09 |
| Joannes Boele Van Hensbroek | Trustee | 2004-02-01 |
| Doris Zuur | Trustee | 1995-12-03 |
Former Officers (8)
- Shelley Wrigley — Trustee (departed 2022-12-09)
- Sylvia Madden — Trustee (departed 2026-02-01)
- David Simpson — Trustee (departed 2023-12-31)
- Richard Hale — Trustee (departed 2025-11-19)
- Jill Duncan — Trustee (departed 2016-10-31)
- Dawn Cowdry — Trustee (departed 2014-12-31)
- Chanel McNamara — Trustee (departed 2008-12-31)
- Michele Andrews — Trustee (departed 2017-11-29)
Funding Sources
- Pelorus Trust — $14,500
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Kapiti Waldorf Trust
Financial data as at December 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 7. 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.
$1.3M
$1.2M
$2.2M
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
The Trust contributes to the operation of Te Ra Waldorf School and the Te Rewhiti Kindergartens, to offer the education of children based on the Rudolf Steiner educational principles. As such the Trust's mission is to protect the special character of these educational facilities.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 37 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.
Rating History
Rating
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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: 30 September 2026.
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