The Carl Fowler Charitable Trust — Community Development Charity in Gore

The Carl Fowler Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Gore, Gore. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To provide assistance for elderly people in the community generally and in particular, to assist elderly people in respect of housing, health and general welfare at a reasonable price

Registration Number
CC35809
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Community Development
Location
Gore, Gore
Email
alicep@mpltd.co.nz
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
30.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.6M
2025$0.0M$0.0M$0.6M
2024$0.0M$0.0M$0.6M
2023$0.0M$0.0M$0.6M
2022$0.0M$0.0M$0.6M
2021$0.0M$0.0M$0.6M
2020$0.0M$0.0M$0.6M
2019$0.0M$0.0M$0.6M
2018$0.0M$0.0M$0.0M
2017$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Maria MuilwykTrustee2024-08-27
Arnold MuilwykTrustee2024-08-27
Janelle EasonTrustee2021-10-06
Robyn GleyeTrustee2008-04-18

Former Officers (9)

  • Nigel Barrett — Trustee (departed 2023-09-11)
  • Denise Keen — Trustee (departed 2021-12-09)
  • John Keen — Trustee (departed 2021-12-09)
  • Jonathan Keen — Trustee (departed 2021-12-09)
  • Michael Ellis — Trustee (departed 2024-08-21)
  • Brian Potts — Trustee (departed 2018-01-06)
  • Janice Potts — Trustee (departed 2018-01-06)
  • Carl Fowler — Trustee (departed 2009-04-04)
  • Banco Trustees Limited — Trustee (departed 2019-12-02)

Similar Charities in Community Development

Community DevelopmentCharitable Trust

The Carl Fowler Charitable Trust

CC35809Gore, GoreRegistered 30 Jun 2008
Data updated: 4 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

C+
66/100
Financial
70
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$40.1K

Expenses

$34.9K

Assets

$572.8K

Financial data from Charities Services annual return (FY2026). 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.

About

Mission

To provide assistance for elderly people in the community generally and in particular, to assist elderly people in respect of housing, health and general welfare at a reasonable price

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$40.1K
Total Expenses
$34.9K
Net Assets
$572.8K

Financial Trends

Financial Trends (18 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
30mo
Could operate 30 months with zero revenue
Over-capitalized
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

3
Score /100
Highly Concentrated
HHI: 9,724
High Concentration: 99% of revenue from Other
Other98.6%
Investment Income1.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
66
#49/292
Revenue
$40K
#90/292
Reserve Months
30.0
#1/292
Surplus
$5K
#83/292
Staff Cost %
0%
#1/292

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

Rating History

C+
2026
Score: 65.5
Financial: 70 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 65.5
Financial: 70 | Governance: 55 | Transparency: 65

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Latest Audit

FY2019
Clean
2 years of audit history

Contact Details

Address
Gore, Gore

Registration

Registration NumberCC35809
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Apr 2008
Registered office
C/-Berry & Co, Solicitors, Level 2 Chester Building, Cnr Camp & Shotover Streets Queenstown, Queenstown

Sector & Activities

Primary Sector
Community Development
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: 5 October 2026.