Lions Club of Geraldine Charitable Trust — Education Charity in Geraldine

Lions Club of Geraldine Charitable Trust is a Trust charity in the Education sector, based in Geraldine, Geraldine. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To provide financial and material assistance to persons, clubs, and other organisations for furtherance of their social and educational pursuits

Registration Number
CC24895
Charity Type
Trust
Registration Date
2008-05-25
Status
Active
CharityData Rating
B (77.3/100)
Sector
Education
Location
Geraldine, Geraldine
Email
geraldine.treasurer@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
5.9 months of operating expenses
Volunteers
1
Financial Year End
2025-06-30

Financial History

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

CharityData Rating

Overall Grade
B
Overall Score
77.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Brian TremewanTrustee2026-07-01
Gregory HarbrowTrustee2025-07-01
Janet CooperTrustee2024-07-01
Justin O'brienSecretary2023-07-01
Tony GrubbTreasurer2021-07-01
Richard CouttsTrustee2021-07-01

Former Officers (23)

  • William Moore — Trustee (departed 2026-06-30)
  • Keith Bradley — Trustee (departed 2025-06-30)
  • Kjell Madsen — Director (departed 2023-06-30)
  • Trevor Wyatt — Imediate Past President (departed 2023-06-30)
  • David Ross — Secretary (departed 2023-06-30)
  • Malcolm Lill — Trustee (departed 2024-06-30)
  • Anthony Gregan — President (departed 2021-06-30)
  • James Hopa — Director (departed 2021-06-30)
  • Anthony Greegan — President (departed 2019-06-30)
  • Alex MacKenzie — Imediate Past President (departed 2019-06-30)
  • Perry Chaney — Club Treasurer (departed 2021-06-30)
  • Mark Worden — Past President (departed 2018-06-28)
  • David Doy — Past President (departed 2017-06-30)
  • John Peterson — Club Secretary (departed 2021-07-30)
  • Donald McMurtrie — Chair (departed 2016-06-30)
  • Kerry Oconnor — Member (departed 2016-06-30)
  • Valerie Knowles — 1st Vice President (departed 2016-06-30)
  • Peter Robinson — Treasurer (departed 2016-06-30)
  • Alexander Wilson — 1st Vice President (departed 2012-08-05)
  • Neville Robertson — President (departed 2012-08-05)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Lions Club of Geraldine Charitable Trust

CC24895Geraldine, GeraldineRegistered 25 May 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating2d ago

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

B
77/100
Financial
83
Governance
65
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 6. 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

$76.8K

Expenses

$81.7K

Assets

$69.6K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial Services
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To provide financial and material assistance to persons, clubs, and other organisations for furtherance of their social and educational pursuits

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$76.8K
Total Expenses
$81.7K
Net Assets
$65.8K
Volunteers
1

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
5.9mo
Could operate 5.9 months with zero revenue
Low reserves
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

1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Donations
Donations99.5%
Investment Income0.5%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
77
#12/330
Revenue
$77K
#27/330
Reserve Months
5.9
#1/330
Surplus
$-5K
#267/330
Staff Cost %
0%
#1/330

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

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Geraldine, Geraldine

Registration

Registration NumberCC24895
Entity TypeTrust
Registered25 May 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)

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: 28 September 2026.