Central Lakes Trust — Education Charity in Cromwell
Central Lakes Trust is a Trust charity in the Education sector, based in Cromwell, Cromwell. This organisation also provides funding to other charities. Annual revenue: $97.1M NZD. Financial data as at March 2016.
Mission: Provides grant funding to; registered charitable organisations, registered public state learning providers and regional council/territorial local authorities for charitable purposes throughout the Central Lakes Trust region
- Registration Number
- CC25069
- Charity Type
- Trust
- Registration Date
- 2008-05-29
- Status
- Active
- Sector
- Education
- Location
- Cromwell, Cromwell
- finance@clt.net.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2016
Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $97.1M NZD
- Total Expenses
- $82.4M NZD
- Total Assets
- $369.6M NZD
- Net Assets
- $276.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2016-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $97.1M | $82.4M | $276.0M |
| 2015 | $87.4M | $64.0M | $261.9M |
| 2014 | $65.3M | $53.4M | $240.9M |
| 2013 | $20.3M | $5.9M | $284.0M |
| 2012 | $7.2M | $6.3M | $317.8M |
| 2011 | $12.4M | $5.8M | $332.6M |
| 2010 | $23.6M | $5.5M | $275.7M |
| 2009 | $-5.7M | $3.6M | $257.6M |
| 2008 | $4.6M | $7.1M | $266.8M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Neil Gillespie | Elected Trustee | 2025-12-01 |
| David Currie | Elected Trustee | 2025-12-01 |
| Christopher Phoon | Elected Trustee | 2025-12-01 |
| Simon Flood | Appointed Trustee | 2024-12-01 |
| Trudi Webb | Elected Trustee | 2022-12-01 |
| Kathleen Grant | Appointed Trustee | 2020-12-01 |
| Katherine Dedo | Elected Trustee | 2019-12-01 |
| Linda Robertson | Appointed Trustee | 2017-12-01 |
Former Officers (19)
- James Boult — Elected Trustee (departed 2025-11-30)
- Rosemary Hill — Elected Trustee (departed 2022-11-30)
- Anthony Lepper — Elected Trustee (departed 2025-11-30)
- Lindsay Breen — Elected Trustee (departed 2025-11-30)
- Hetty Van Hale — Appointed Trustee (departed 2024-11-30)
- Michael Sidey — Appointed Trustee (departed 2020-11-30)
- Anthony Hill — Trustee (departed 2019-11-30)
- Timothy Cadogan — Trustee (departed 2016-11-30)
- Catherine Gilmour — Elected Trustee (departed 2022-11-30)
- James Macpherson — Trustee (departed 2019-11-30)
- Bernice Lepper — Trustee (departed 2019-11-30)
- Alexander Huffadine — Trustee (departed 2019-11-30)
- Gregory Wilkinson — Trustee (departed 2019-11-30)
- Duncan Butcher — Chair (departed 2010-11-30)
- Elizabeth Duggan — Trustee (departed 2010-11-30)
- Eion Edgar — Trustee (departed 2013-12-01)
- Peter Mead — Trustee (departed 2010-11-30)
- Graeme Bell — Trustee (departed 2013-12-01)
- Michael Allison — Deputy Chair (departed 2010-11-30)
Reporting Group Members
Central Lakes Trust files a consolidated Annual Return jointly with 3 sibling charities:
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
Central Lakes Trust
Financial data as at March 2016. Sourced from Charities Services register.
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 →$97.1M
$82.4M
$369.6M
5
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
Part of a reporting group. Central Lakes Trust files its annual return under the consolidated return filed by Pioneer Generation Investment Limited. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Provides grant funding to; registered charitable organisations, registered public state learning providers and regional council/territorial local authorities for charitable purposes throughout the Central Lakes Trust region
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 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 500 peers · Education (all sizes)
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Sector & Activities
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
Central Lakes Trust is one of 4 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.
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Common questions
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