Dementia Lakes Charitable Trust — Education Charity in Rotorua
Dementia Lakes Charitable Trust is a Trust charity in the Education sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. 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
- Trust
- Registration Date
- 2018-07-24
- Status
- Active
- Sector
- Education
- Location
- Rotorua, Rotorua
- fishercj40@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
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 — $32,651.44
- Four Winds Foundation Limited — $25,000
- One Foundation — $16,417.92
- Aotearoa Gaming Foundation — $15,000
- New Zealand Community Trust — $12,000
- The Lion Foundation — $10,000
- Blue Sky Community Trust — $3,708.34
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
Dementia Lakes Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. 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 the $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
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
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 107 peers · Education · $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. Last updated: 13 September 2026.
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