Central Lakes Trust — Education Charity in Cromwell
Central Lakes Trust is a Trust charity in the Education sector, based in Cromwell, Cromwell. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $97.1M NZD. 1 red flag detected. Financial data as at March 2016.
Mission: Provides grant funding to; registered charitable organisations, registered public state learning providers and regional council/territorial local authorities for charitable purposes throughout the Central Lakes Trust region
- Registration Number
- CC25069
- Charity Type
- Trust
- Registration Date
- 2008-05-29
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Education
- Location
- Cromwell, Cromwell
- finance@clt.net.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2016
Financial Summary
- Total Revenue
- $97.1M NZD
- Total Expenses
- $82.4M NZD
- Total Assets
- $369.6M NZD
- Net Assets
- $276.0M NZD
- Reserve Months
- 40.2 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2016-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $97.1M | $82.4M | $276.0M |
| 2015 | $87.4M | $64.0M | $261.9M |
| 2014 | $65.3M | $53.4M | $240.9M |
| 2013 | $20.3M | $5.9M | $284.0M |
| 2012 | $7.2M | $6.3M | $317.8M |
| 2011 | $12.4M | $5.8M | $332.6M |
| 2010 | $23.6M | $5.5M | $275.7M |
| 2009 | $-5.7M | $3.6M | $257.6M |
| 2008 | $4.6M | $7.1M | $266.8M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 40.2 months of expenses in reserves (276.0M), well above recommended maximum
Similar Charities in Education
- Garden Marlborough 2004 Incorporated — Education
- Toimata Foundation — Education
- Community Legal Advice Whanganui Trust — Education
- Central Otago Budgeting Service Incorporated — Education
- The Honey Industry Charitable Trust — Education
Central Lakes Trust
CC25069Cromwell, CromwellRegistered 29 May 2008
Data updated: 2 days ago
Financials31 Mar 2016Rating2d ago
Financial data as at March 2016. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$97.1M
Expenses
$82.4M
Assets
$369.6M
Staff
5
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide
About
Mission
Provides grant funding to; registered charitable organisations, registered public state learning providers and regional council/territorial local authorities for charitable purposes throughout the Central Lakes Trust region
Key Statistics
Annual Revenue
$97.1M
Total Expenses
$82.4M
Net Assets
$276.0M
Staff
5
employees
Volunteers
0
Financial Trends
Financial Trends (9 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0.8mo
Could operate 0.8 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
24
Score /100
Highly Concentrated
HHI: 7,578
High Concentration: 86% of revenue from Other
Other85.9%
Investment Income14.1%
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
30
Revenue
$97.1M
Reserve Months
40.2
Surplus
$14.7M
Staff Cost %
0%
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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Claim This ProfileContact Details
Address
Cromwell, Cromwell
Registration
Registration NumberCC25069
Entity TypeTrust
Registered29 May 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 18 April 2026.
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