Lions Club District Banking Trust — Arts & Culture Charity in Tauranga

Lions Club District Banking Trust is a Trust charity in the Arts & Culture sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Invest surplus funds for Lions Clubs to earn income to enable distributions and grants.

Registration Number
CC28593
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Arts & Culture
Location
Tauranga, Tauranga
Email
michelle@elevationaccountants.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M-
2024$0.1M$0.1M$1.4M
2023$0.1M$0.0M$0.4M
2022$0.1M$0.0M$0.4M
2021$0.1M$0.0M$0.4M
2020$0.1M$0.0M$0.4M
2019$0.0M$0.0M$-0.6M
2018$0.0M$0.0M$0.4M
2017$0.0M$0.0M$0.4M
2016$0.0M$0.0M$0.3M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Wei ZhangTrustee2026-06-30
Warren BeardTrustee2025-06-30
Paul ReidTrustee2024-07-01
Lou FielderTrustee2024-07-01
Sue McCowanTrustee2018-07-01
Arvind RamanVdg2015-07-01
Doug LongdillTrustee1950-06-03

Former Officers (27)

  • Charles Harrison — Trustee (departed 2026-06-30)
  • Dave Armstrong — Trustee (departed 2026-06-30)
  • Helen Haywood — Trustee (departed 2024-06-30)
  • Alan Taylor — Trustee (departed 2023-06-30)
  • Alan Hay — Trustee (departed 2025-06-30)
  • Susan Reid — Trustee (departed 2023-07-01)
  • Greg Clark — Trustee (departed 2024-06-30)
  • Margaret Gill — Trustee (departed 2022-06-30)
  • Lois Gardiner — Trustee (departed 2020-06-30)
  • Ray Hancox — Trustee (departed 2018-06-30)
  • Paula Mcwha — Pdg (departed 2017-06-30)
  • David Armstrong — Trustee (departed 2022-06-30)
  • Stuart Gray — Dg (departed 2017-06-30)
  • Richard Norris — Vice District Governor (departed 1916-07-30)
  • Sara Patrick — Trustee (departed 2014-06-30)
  • John Law — Trustee (departed 2018-06-30)
  • Murray Goucher — Chair (departed 2019-06-30)
  • Alan Scholfield — Dg (departed 2012-06-30)
  • Andrew Malloch — Trustee (departed 2019-06-30)
  • Myra Davey — Trustee (departed 2011-06-30)

Similar Charities in Arts & Culture

FunderArts & CultureTrustTrust

Lions Club District Banking Trust

CC28593Tauranga, TaurangaRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials30 Jun 2025Rating4d ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

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 register
    No chair or presiding role is recorded in the register for this board of 7. 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

$120.8K

Expenses

$7.6K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

Invest surplus funds for Lions Clubs to earn income to enable distributions and grants.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charities

Key Statistics

Annual Revenue
$120.8K
Total Expenses
$7.6K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 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
17.3mo
Could operate 17.3 months with zero revenue
Healthy
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 117 peers · Arts & Culture · $100K – $1M

Rating Score
0
#29/118
Revenue
$121K
#103/118
Reserve Months
0.0
#1/118
Surplus
$113K
#13/118
Staff Cost %
0%
#1/118

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC28593
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 30 September 2026.