Lions Club of Waiareka Valley Charitable Trust — Arts & Culture Charity in Oamaru

Lions Club of Waiareka Valley Charitable Trust is a Trust charity in the Arts & Culture sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: We offer assistance within our community both financially and physical, and throughout New Zealand and Worldwide financially.

Registration Number
CC50060
Charity Type
Trust
Registration Date
2013-11-20
Status
Active
CharityData Rating
B (76.8/100)
Sector
Arts & Culture
Location
Oamaru, Oamaru
Email
dnewlands@netspeed.net.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
Reserve Months
1.5 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

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

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Alexander HamiltonTrustee2026-09-03
Colin HayesTrustee2025-08-20

Former Officers (17)

  • Barry Meikle — Trustee
  • Robert Naismith — Trustee (departed 2026-09-03)
  • Max Robertson — Trustee
  • John Newlands — Trustee
  • Hugh Matheson — Trustee (departed 2024-07-18)
  • James Chisholm — Trustee (departed 2025-06-01)
  • Peter Hamilton — Trustee (departed 2024-07-18)
  • Donald Newlands — Treasurer
  • Ian Milmine — Trustee (departed 2019-08-01)
  • Kenneth Hinton — Trustee (departed 2020-10-20)
  • John Thompson — Trustee (departed 2024-04-15)
  • Ian Isbister — Member (departed 2017-11-30)
  • David Inkersell — Trustee (departed 2020-10-20)
  • Jon Stevens — Treasurer (departed 2014-07-24)
  • Robert Douglas — Trustee (departed 2014-07-24)
  • Robert Kingan — Trustee (departed 2019-09-01)
  • Karl Ruddenklau — Trustee (departed 2014-07-24)

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

Lions Club of Waiareka Valley Charitable Trust

CC50060Oamaru, OamaruRegistered 20 Nov 2013
Data updated: 6 days ago
Financials30 Jun 2025Rating4d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$73.9K

Expenses

$80.9K

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
Community Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

We offer assistance within our community both financially and physical, and throughout New Zealand and Worldwide financially.

Who We Serve

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

Key Statistics

Annual Revenue
$73.9K
Total Expenses
$80.9K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (12 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
82c
For every $1 spent, 82c reaches programs
Strong
Sustainability
1.5mo
Could operate 1.5 months with zero revenue
Critical
Fundraising Cost
$0.31
Costs $0.31 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

47
Score /100
Concentrated
HHI: 5,259
Donations61.7%
Other38.1%
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 360 peers · Arts & Culture · Under $100K

Rating Score
77
#11/361
Revenue
$74K
#38/361
Reserve Months
1.5
#1/361
Surplus
$-7K
#307/361
Staff Cost %
0%
#1/361

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
7 years of audit history

Contact Details

Address
Oamaru, Oamaru

Registration

Registration NumberCC50060
Entity TypeTrust
Registered20 Nov 2013
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated24 Jul 1985
Registered office
78 Reservoir Road, Oamaru, Oamaru North, 9400

Sector & Activities

Primary Sector
Arts & Culture
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: 30 September 2026.