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Charity Summary


Charity Details

Wilton Montessori Education Trust
CC23838
9429042919209
Registered

Registration details

4/05/2008
December 31

Address for service

166 Wilton Road
c/- Otari School
Wilton
Wellington
6012

Charity's other details

0274694012
treasurermonttrust@gmail.com


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC23838

Purpose & Structure

Charitable Purpose

The Wilton Montessori Education Trust enables and supports Montessori education at our school. We also help to coordinate Montessori families’ involvement and Montessori strand events. Essentially, the Trust finances any Montessori-specific expenses, such as purchasing Montessori equipment, funding additional teachers, and funding training. We also help organise and run various social and educational events during the year.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Provides equipment , and funding for additional staff

Education / training / research

Children / young people

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2024 30/06/2025 10/06/2025 $21,697 $10,309 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 7/12/2024 $47,624 $44,676 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 18/10/2023 $41,408 $45,347 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 13/12/2022 $49,920 $51,334 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 27/11/2021 $45,524 $55,600 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 31/12/2020 $39,313 $45,736 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 6/01/2020 $37,728 $43,383 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 9/01/2019 $37,357 $54,357 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 26/10/2018 $49,804 $48,386 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 26/10/2018 $42,036 $33,047 load annual return's financial documents spinner gif
Included in Annual Return
= Balance Date Change
- This Annual Return will cover 6 months from 1 July 2024 to 31 December 2024.

Officer Details

Officers

Officer Name Position Effective Date
Julia Luty Secretary 6/11/2025
Evealyn Sarah Anne Whittington Treasurer 5/11/2025
Ruth McFadyen Chairperson 21/04/2024

Past Officers

Officer Name Position Past Since
Stefanie Jane Dixon Treasurer 16/01/2026
Fiona Kim Mile Secretary 6/11/2025
Angela Paloma Secretary 21/04/2024
Krissy Cloutman Chairperson 21/04/2024
Krissy Williams Chairperson 13/09/2023
Vidhya Balakrishnan Parent Liaison Officer 1/01/2020
Claire Honeywill Trustee 31/12/2018
Lucie Hyett Treasurer 31/03/2018
Florence Coram-Lasiner Trustee 31/12/2015
Lauren Tracy Whitaker Treasurer 31/12/2014

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
13/11/2025 NOC028
6/11/2025 NOC027
16/02/2025 NOC024
28/04/2024 NOC022
13/09/2023 NOC020
12/09/2023 NOC019
31/12/2020 NOC016
19/06/2019 NOC013
30/10/2018 NOC009
25/11/2013 NOC007

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.