# The Lakes District Hospitals Charitable Trust

**Charities Register number:** CC21909
**Status:** Registered
**Registered since:** 2008-03-17
**Sector:** Health
**ICNPO group:** Health
**Region:** Rotorua
**NZBN:** 9429042779650
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Administer donated or bequeathed funds for health related services, research and education or any other health related purpose at the discretion of the trustees.

## CharityData rating

- **Grade:** C+ (69.7 / 100)
- **Financial health:** 76/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2024-06-30)

- **Total revenue:** NZ$37k
- **Total expenses:** NZ$17k
- **Surplus / deficit:** NZ$20k
- **Total assets:** NZ$927k
- **Total liabilities:** NZ$21k
- **Net assets:** NZ$906k
- **Cash reserves:** NZ$924k
- **Donations:** NZ$0
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f3316e87-7a37-ef11-bb33-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2024-06-30 | NZ$37k | NZ$17k | NZ$20k | NZ$906k |
| 2023-06-30 | NZ$87k | NZ$51k | NZ$36k | NZ$886k |
| 2022-06-30 | NZ$12k | NZ$54k | not disclosed | NZ$846k |
| 2021-06-30 | NZ$85k | NZ$46k | not disclosed | NZ$862k |
| 2020-06-30 | NZ$30k | NZ$25k | not disclosed | NZ$827k |
| 2019-06-30 | NZ$92k | NZ$75k | not disclosed | NZ$822k |
| 2018-06-30 | NZ$17k | NZ$36k | not disclosed | NZ$804k |
| 2017-06-30 | NZ$77k | NZ$51k | not disclosed | NZ$824k |
| 2016-06-30 | NZ$43k | NZ$34k | not disclosed | NZ$799k |
| 2015-06-30 | NZ$43k | NZ$245k | NZ$-202k | NZ$790k |

## Governance

- **Officers on the register:** 3 current (12 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21909) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-lakes-district-hospitals-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-lakes-district-hospitals-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-lakes-district-hospitals-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21909

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-lakes-district-hospitals-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-04T06:54:08.762Z.