C. Alma Baker Charitable Trust — Education Charity in Drury

C. Alma Baker Charitable Trust is a Trust charity in the Education sector, based in Drury, Drury. This organisation also provides funding to other charities. Annual revenue: $3.9M NZD. Financial data as at June 2023.

Mission: The promotion of any purpose(s) that advance agriculture and horticulture in New Zealand. The promotion of any purpose(s) that advance education in New Zealand. For any charitable purposes in New Zealand from time to time.

Registration Number
CC59337
Charity Type
Trust
Registration Date
2021-06-29
Status
Active
Sector
Education
Location
Drury, Drury
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2023

Beneficiaries: Other - All

Financial Summary

Total Revenue
$3.9M NZD
Total Expenses
$3.3M NZD
Total Assets
$35.3M NZD
Net Assets
$28.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
10
Volunteers
0
Financial Year End
2023-06-30

Financial History

YearRevenueExpensesNet Assets
2023$3.9M$3.3M$28.1M
2022$0.7M$0.3M$25.9M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Hugh BlairTrustee2021-07-28
Robert AndersonTrustee2021-06-22
Dame Margaret MillardTrustee2021-06-22

Reporting Group Members

C. Alma Baker Charitable Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Education

FunderEducationTrustCharitable Trust

C. Alma Baker Charitable Trust

CC59337Drury, DruryRegistered 29 Jun 2021
Data updated: 4 days ago
Financials30 Jun 2023Rating2d ago

Financial data as at June 2023. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$3.9M

Expenses

$3.3M

Assets

$35.3M

Staff

10

Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The promotion of any purpose(s) that advance agriculture and horticulture in New Zealand. The promotion of any purpose(s) that advance education in New Zealand. For any charitable purposes in New Zealand from time to time.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.9M
Total Expenses
$3.3M
Net Assets
$28.1M
Staff
10
employees
Volunteers
0

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
4mo
Could operate 4 months with zero revenue
Low reserves
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

4
Score /100
Highly Concentrated
HHI: 9,588
High Concentration: 98% of revenue from Other
Other97.9%
Investment Income1.8%
Government Grants0.3%

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

Rating Score
0
#24/38
Revenue
$3.9M
#8/38
Reserve Months
0.0
#1/38
Surplus
$653K
#6/38
Staff Cost %
16%
#38/38

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Drury, Drury

Registration

Registration NumberCC59337
Entity TypeTrust
Registered29 Jun 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Aug 2021
Registered office
83b Ingram Road, Rd 3, Bombay

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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: 28 September 2026.

Reporting Group — Consolidated Annual Return

C. Alma Baker Charitable Trust is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.