Dementia Lakes Charitable Trust — Health Charity in Rotorua
Dementia Lakes Charitable Trust is a Unincorporated Trust charity in the Health sector, based in Rotorua, Rotorua. Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: Provide support to people with dementia and their whanau in the Lakes Te Whatu Ora Region - via education, information, support and advocacy. And to raise Public awareness about dementia
- Registration Number
- CC55780
- Charity Type
- Unincorporated Trust
- Registration Date
- 2018-07-24
- Status
- Active
- Sector
- Health
- Location
- Rotorua, Rotorua
- fishercj40@gmail.com
- Data as at
- June 2025
Beneficiaries: General public, Older people
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.1M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.3M | $0.0M |
| 2024 | $0.2M | $0.4M | $-0.0M |
| 2023 | - | - | - |
| 2022 | - | - | - |
| 2021 | - | - | - |
| 2020 | - | - | - |
| 2019 | - | - | $0.0M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Alan Rex | Trustee | 2023-02-15 |
| Rosemary Robertson | Trustee | 2023-01-26 |
| Jocelyn Weatherall | Trustee | 2023-01-26 |
| Tony Wai | Trustee | 2023-01-26 |
| Carol Fisher | Chair | 1999-07-20 |
Former Officers (3)
- Judy Timms — Trustee (departed 2023-02-15)
- Cathy Le Vaillant — Vice Chairperson (departed 2023-02-15)
- Lee Lyons — Trustee (departed 2023-02-15)
Funding Sources
- Pub Charity Limited — $17,651.44
- Aotearoa Gaming Foundation — $15,000
- Four Winds Foundation Limited — $15,000
- New Zealand Community Trust — $12,000
- Four Winds Foundation Limited — $10,000
- One Foundation — $6,417.92
- Blue Sky Community Trust — $1,770
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Dementia Lakes Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$371.1K
$345.1K
$101.8K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Provide support to people with dementia and their whanau in the Lakes Te Whatu Ora Region - via education, information, support and advocacy. And to raise Public awareness about dementia
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 138 peers · Health · $100K – $1M
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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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.
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