CARL AND IRENE FOWLER CHARITABLE TRUST BOARD — Community Development Charity in Lumsden
CARL AND IRENE FOWLER CHARITABLE TRUST BOARD is a Charitable Trust charity in the Community Development sector, based in Lumsden, Lumsden. Annual revenue: $0.1M NZD. Financial data as at December 2025.
Mission: To let or lease units for residential accommodation preferably to elderly or retired persons previously resident in Northern Southland; to pay, apply or appropriate the income and if the trustees at any time so decide to pay or apply or appropriate (in specie or otherwise) the whole or any part of the capital of the Trust Fund to or for the benefit of the following three churches in equal shares, for general purposes of the churches in Northern Southland. The Churches are the Anglican Church, the Roman Catholic Church and the Presbyterian Church.
- Registration Number
- CC46050
- Charity Type
- Charitable Trust
- Registration Date
- 2011-01-19
- Status
- Active
- Sector
- Community Development
- Location
- Lumsden, Lumsden
- dlbrown@xtra.co.nz
- Data as at
- December 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.0M |
| 2017 | $0.0M | $0.0M | $0.0M |
| 2016 | $0.0M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Carolyn Smith | Secretary/treasurer | 2026-07-14 |
Former Officers (8)
- Trevor Humphries — Trustee
- Russell Smith — Trustee
- Lex Robb — Trustee
- Doris Brown — Trustee (departed 2026-07-14)
- William Humphries — Trustee (departed 2023-06-21)
- Brian Potts — Trustee (departed 2018-02-20)
- Jennifer Hellewell — Trustee
- Mary Ryan — Trustee (departed 2012-06-14)
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CARL AND IRENE FOWLER CHARITABLE TRUST BOARD
Financial data as at December 2025. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 5. 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.
$64.3K
$52.7K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To let or lease units for residential accommodation preferably to elderly or retired persons previously resident in Northern Southland; to pay, apply or appropriate the income and if the trustees at any time so decide to pay or apply or appropriate (in specie or otherwise) the whole or any part of the capital of the Trust Fund to or for the benefit of the following three churches in equal shares, for general purposes of the churches in Northern Southland. The Churches are the Anglican Church, the Roman Catholic Church and the Presbyterian Church.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 291 peers · Community Development · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 3 October 2026.
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