Lions Club Of Warkworth Charitable Trust — Health Charity in Warkworth

Lions Club Of Warkworth Charitable Trust is a Trust charity in the Health sector, based in Warkworth, Warkworth. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2024.

Mission: In the Warkworth area to promote the improvement of literacy and numeracy, to improve that community by meeting the needs of the aged and infirm, women and children, those affected by poverty and public health needs, promoting the development of leadership and vocational skills especially for young people, to improve public amenities, the natural environment, the protection of human life through rescue and emergency services, protection of welfare for animals, social rehabilitation resources, to provide assistance to other charitable organizations through hands on service, fundraising events and or the provision of sponsorship, to provide other assistance to our community or other communities in times of disaster, to otherwise encourage participation in our community on a non-partisan basis, and other general charitable purposes within New Zealand.

Registration Number
CC27734
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Health
Location
Warkworth, Warkworth
Email
warkworthtreasurer@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

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

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Reserve Months
9.0 months of operating expenses
Volunteers
5
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.1M$0.4M-
2022$0.3M$0.0M-
2021$0.0M$0.0M-
2020$0.1M$0.1M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • David Little — Trustee (departed 2024-06-30)
  • Graham Mentzer — Trustee (departed 2022-05-31)
  • Bruce Wilson — Trustee (departed 2024-06-30)
  • Desmond Middleton — Trustee
  • John Williamson — Trustee (departed 2020-12-01)
  • Murray Picot — Trustee
  • Carol Henderson — Trustee
  • David Page — Trustee (departed 2021-12-06)
  • David Scott — Trustee (departed 2021-12-06)
  • Brian Carley — Trustee (departed 2019-07-01)
  • Peter Bishop — Trustee (departed 2019-07-01)
  • Ian Brackebush — Trustee (departed 2017-07-01)
  • Robert Ewenson — Trustee (departed 2014-05-12)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Lions Club Of Warkworth Charitable Trust

CC27734Warkworth, WarkworthRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2024Rating2d ago

Financial data as at June 2024. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (2)

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 3. 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.
  • Current annual return overdue
    The newest annual return we hold is 27 months old — a more recent return may already be on the Charities Services register

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

$6.7K

Expenses

$12.7K

Assets

$9.5K

Financial data from Charities Services annual return (FY2024). 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
HealthEducationEnvironmentSocial ServicesArts & CultureAnimal WelfareCommunity Development
Beneficiaries
ChildrenYouthElderlyWomenGeneral Public
Geographic Focus
Nationwide

About

Mission

In the Warkworth area to promote the improvement of literacy and numeracy, to improve that community by meeting the needs of the aged and infirm, women and children, those affected by poverty and public health needs, promoting the development of leadership and vocational skills especially for young people, to improve public amenities, the natural environment, the protection of human life through rescue and emergency services, protection of welfare for animals, social rehabilitation resources, to provide assistance to other charitable organizations through hands on service, fundraising events and or the provision of sponsorship, to provide other assistance to our community or other communities in times of disaster, to otherwise encourage participation in our community on a non-partisan basis, and other general charitable purposes within New Zealand.

Who We Serve

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

Key Statistics

Annual Revenue
$6.7K
Total Expenses
$12.7K
Net Assets
-
Volunteers
5

Financial Trends

Financial Trends (16 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
91c
For every $1 spent, 91c reaches programs
Strong
Sustainability
9mo
Could operate 9 months with zero revenue
Healthy
Fundraising Cost
$0.53
Costs $0.53 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

51
Score /100
Concentrated
HHI: 4,896
Other62.2%
Donations31.4%
Investment Income6.4%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
71
#35/266
Revenue
$7K
#184/266
Reserve Months
9.0
#1/266
Surplus
$-6K
#199/266
Staff Cost %
0%
#1/266

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC27734
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated10 Jun 2008
Registered office
C/O TOWN AND COUNTRY LAW LTD 25 Neville Street Warkworth 0910, Warkworth

Sector & Activities

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

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.