The Cawthron Institute Trust Board — Education Charity in Nelson

The Cawthron Institute Trust Board is a Charitable Trust charity in the Education sector, based in Nelson, Nelson. CharityData rates this charity B- (70.9/100). Annual revenue: $51.1M NZD. Financial data as at June 2026.

Mission: The advancement of science to benefit Te Tauihu and Aotearoa New Zealand, with a focus on natural resources.

Registration Number
CC23527
Charity Type
Charitable Trust
Registration Date
2008-04-28
Status
Active
CharityData Rating
B- (70.9/100)
Sector
Education
Location
Nelson, Nelson
Email
dominic.bloomfield@cawthron.org.nz
Data as at
June 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$51.1M NZD
Total Expenses
$50.9M NZD
Total Assets
$60.6M NZD
Net Assets
$38.6M NZD
Reserve Months
2.1 months of operating expenses
Staff Count
277
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$51.1M$50.9M$38.6M
2025$48.4M$49.5M$36.9M
2024$46.6M$48.3M$38.0M
2023$43.3M$45.6M$39.8M
2022$43.2M$44.0M$38.1M
2021$43.6M$43.1M$38.9M
2020$45.1M$43.3M$36.6M
2019$43.8M$40.7M$34.8M
2018$35.2M$31.5M$31.7M
2017$27.4M$25.6M$28.1M

CharityData Rating

Overall Grade
B-
Overall Score
70.9/100
Financial Score
69.2
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Allan FreethTrustee2026-02-23
Tom WilliamsTrustee2026-02-23

Former Officers (33)

  • Lindsay McKenzie — Chair
  • Antonina Grant — Trustee
  • Andrea Goodman — Trustee
  • Naomi Solomon — Trustee
  • Peter Crabtree — Trustee
  • Nick Smith — Trustee
  • Danette Olsen — Trustee (departed 2023-02-20)
  • Rachel Boyack-Mayer — Trustee
  • Jan Hania — Trustee (departed 2023-12-31)
  • John Palmer — Chair (departed 2025-11-24)
  • Tim King — Trustee
  • Steve Maina-Mwangi — Trustee
  • Helen Smale — Trustee (departed 2021-09-29)
  • Bev Doole — Trustee (departed 2024-09-25)
  • Sarah-Jane Weir — Trustee
  • Pamela Williams — Trustee (departed 2020-09-30)
  • Rachel Reese — Trustee (departed 2022-10-07)
  • Nadine Tunley — Trustee (departed 2015-09-11)
  • Aldo Miccio — Trustee (departed 2013-10-12)
  • Peter Jerram — Trustee (departed 2017-09-15)

Disclosed Pay and Fees

NameRoleRole typeCompensationYear
Grant McCallumChief ExecutiveExecutive role-2024
Peter WilkinsonTrusteeBoard or trustee role-2024
Nicola CraufordTrusteeBoard or trustee role-2024
Andrew FearneTrusteeBoard or trustee role-2022
Craig FearonTrusteeBoard or trustee role-2022
Grant McCallumChief Executive OfficerExecutive role-2019
Joanne LarsonTrusteeBoard or trustee role-2022
Vern KempTrusteeBoard or trustee role-2022
Dr Graham ChilversTrusteeBoard or trustee role-2022
Linda JonesTrusteeBoard or trustee role-2022
Peter McDonaldTrusteeBoard or trustee role-2022
Dr Alison MacDiarmidTrusteeBoard or trustee role-2024
Dr Sarah BevanTrusteeBoard or trustee role-2022
Grant McCallumChairBoard or trustee role-2022
John HancockChief Executive OfficerExecutive role-2022
Peter LarsenTrusteeBoard or trustee role-2019
David PereraChairBoard or trustee role-2022
Matt PomeroyTrusteeBoard or trustee role-2019
Dr Johanna Laybourn-ParryTrusteeBoard or trustee role-2022
UnknownTrusteeBoard or trustee role-2025
Dr Grant McCallumTrusteeBoard or trustee role-2019
Dr Vonda CroyTrusteeBoard or trustee role-2019
Paul DalzielTrusteeBoard or trustee role-2022
Diane LeeChief ExecutiveExecutive role-2022
Alastair DakinTrusteeBoard or trustee role-2022
Peter LansleyTrusteeBoard or trustee role-2022
Dr Leon PerrieChief ExecutiveExecutive role-2022
Ian RuscoeTrusteeBoard or trustee role-2022
Dr Paul GamlinBoard ChairBoard or trustee role-2019
Murray JackTrusteeBoard or trustee role-2019
Andrew JeffriesTrusteeBoard or trustee role-2022
Jane ParfittTrusteeBoard or trustee role-2024
John GcruckshanksTrusteeBoard or trustee role-2024
Chris DromgoolTrusteeBoard or trustee role-2019
Dr Philip EnglandChairBoard or trustee role-2024
Claire JaquieryTrusteeBoard or trustee role-2024
Not disclosed in provided extractTrust Board membersBoard or trustee role-2025
Dr Judy ComptonTrusteeBoard or trustee role-2024
Dr Marcus VanNistelrooyChief Executive OfficerExecutive role-2024
Shaun OgilvieTrusteeBoard or trustee role-2019
Geoff WallsTrusteeBoard or trustee role-2024
Murray JaggerChairBoard or trustee role-2019
Catherine LoveChief Executive OfficerExecutive role-2024
Not provided in available sectionsTrust Board membersBoard or trustee role-2025
Dr John IllingworthTrusteeBoard or trustee role-2024
John RocheChairBoard or trustee role-2022
James SinnerTrusteeBoard or trustee role-2022
Steve GoldsonTrusteeBoard or trustee role-2024
Peter LansleyTrusteeBoard or trustee role-2024
Michael AbelaTrusteeBoard or trustee role-2022
Dr Grant McCallumChief Executive OfficerExecutive role-2024
Craig CrawChairBoard or trustee role-2024
Fiona MacalisterTrusteeBoard or trustee role-2022
Unknown - ChairChairBoard or trustee role-2025
Kay GouldTrusteeBoard or trustee role-2022
Dr Aidan DarraghTrusteeBoard or trustee role-2019
Dr Andrew JeffsTrusteeBoard or trustee role-2024
Felicity FrizelleTrusteeBoard or trustee role-2024
John SuykerTrusteeBoard or trustee role-2024
John IllingworthTrusteeBoard or trustee role-2022
Dr Brian SmithChairBoard or trustee role-2024
Dr Paul DyerChairBoard or trustee role-2022
Dr Corin DannTrusteeBoard or trustee role-2022
Dr Vonda HammondTrusteeBoard or trustee role-2022
Dr David SchielChief ExecutiveExecutive role-2022
Ngaire LydiaTrusteeBoard or trustee role-2024
Andrew GraingerTrusteeBoard or trustee role-2024
Gareth HarmsworthChief Executive OfficerExecutive role-2019
Dr William (Bill) BallantineDeputy ChairBoard or trustee role-2024
Dr John RuruTrusteeBoard or trustee role-2024

Funding Sources

  • Simplicity Foundation — $5,000

Service Providers

  • Phil Sinclair
  • Bank of New Zealand

Similar Charities in Education

EducationCharitable Trust

The Cawthron Institute Trust Board

CC23527Nelson, NelsonRegistered 28 Apr 2008
Data updated: 1 Nov 2026
Financials4mo agoRating1mo ago

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

B-
71/100
Financial
69
Governance
75
Transparency
65
Revenue

$51.1M

Expenses

$50.9M

Assets

$60.6M

Staff

277

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. The Cawthron Institute Trust Board files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funded By

Registered charities that have funded this organisation.

About

Mission

The advancement of science to benefit Te Tauihu and Aotearoa New Zealand, with a focus on natural resources.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$51.1M
Total Expenses
$50.9M
Net Assets
$38.6M
Staff
277
employees

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
2.1mo
Could operate 2.1 months with zero revenue
Critical
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

50
Score /100
Concentrated
HHI: 4,981
Other50.5%
Government Grants49.3%
Investment Income0.2%

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)

Rating Score
71
#90/501
Revenue
$51.1M
#3/501
Reserve Months
2.1
#1/501
Surplus
$243K
#37/501
Staff Cost %
48%
#501/501

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

Rating History

B-
2026
Score: 70.9
Financial: 69 | Governance: 75 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

B-
Score: 70.9/100
Financial
69.2
Governance
75
Transparency
65
Why this grade: Financial 69 × 40% + Governance 75 × 60% = 73 → 71 after red-flag penalties → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Registration

Registration NumberCC23527
Entity TypeCharitable Trust
Registered28 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Company #3657891

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacySponsors / undertakes research

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.