Lions Club of Wanaka and Districts Charitable Trust — Education Charity in Wanaka

Lions Club of Wanaka and Districts Charitable Trust is a Trust charity in the Education sector, based in Wanaka, Wanaka. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2026.

Mission: To promote improvements in literacy & numeracy, to improve our community helping through service & fundraising to help those in need, help public amenities , other charitable organisations and in times of disasters.

Registration Number
CC27315
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Wanaka, Wanaka
Website
wanakalions.org.nz
Email
sawersij@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
6.5 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.2M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.1M$0.1M-
2019$0.1M$0.0M-
2018$0.1M$0.0M-
2017$0.0M$0.1M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Robert LukeTrustee2025-09-02
Robert CramTrustee2023-05-17

Former Officers (10)

  • Steven Richmond — Trustee
  • Harry Clark — Trustee (departed 2024-08-12)
  • Phil Beaufoy — Trustee
  • Ian Sawers — Trustee
  • Harold Clark — Trustee (departed 2025-10-01)
  • Harold Cllark — Trustee (departed 2015-07-31)
  • Alan Thomson — Trustee (departed 2023-06-01)
  • David Taylor — Trustee (departed 2016-07-20)
  • Edison Fahey — Trustee (departed 2023-06-01)
  • William Gordon — Trustee (departed 2018-06-30)

Similar Charities in Education

Lions Club of Wanaka and Districts Charitable Trust logo
FunderEducationTrustCharitable Trust

Lions Club of Wanaka and Districts Charitable Trust

CC27315Wanaka, WanakaRegistered 30 Jun 2008
Data updated: 5 days ago
Financials3mo agoRating3d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
74/100
Financial
78
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 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.

Revenue

$130.3K

Expenses

$120.4K

Financial data from Charities Services annual return (FY2026). 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
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To promote improvements in literacy & numeracy, to improve our community helping through service & fundraising to help those in need, help public amenities , other charitable organisations and in times of disasters.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$130.3K
Total Expenses
$120.4K
Net Assets
-

Financial Trends

Financial Trends (18 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
42c
For every $1 spent, 42c reaches programs
Needs attention
Sustainability
6.5mo
Could operate 6.5 months with zero revenue
Healthy
Fundraising Cost
$2.30
Costs $2.30 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

36
Score /100
Concentrated
HHI: 6,447
Other76.9%
Donations23.1%
Investment Income0.1%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
74
#18/133
Revenue
$130K
#116/133
Reserve Months
6.5
#1/133
Surplus
$10K
#84/133
Staff Cost %
0%
#1/133

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC27315
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated13 Jun 1977
Registered office
34 Manuka Crescent, Wanaka, Wanaka, 9305

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)Other - Acts an Umbrella body

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: 29 September 2026.