Robert & Kathleen Lyon Charitable Trust — Social Services Charity in Wellington

Robert & Kathleen Lyon Charitable Trust is a deregistered Trust charity in the Social Services sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at June 2020.

Mission: To apply financial support to charitable organisations, institutions, trusts, corporations or bodies within the Wellington region.

Registration Number
CC33620
Charity Type
Trust
Registration Date
2008-06-30
Status
Deregistered (2020-12-03)
Sector
Social Services
Location
Wellington, Wellington
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2020

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2020-06-30

Financial History

YearRevenueExpensesNet Assets
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M$0.2M
2014$0.0M$0.0M$0.2M
2013$0.0M$0.0M$0.2M
2012$0.0M$0.0M$0.2M
2011$0.0M$0.0M$0.2M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Nikau FoundationTrustee2020-11-11

Former Officers (1)

  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2020-11-11)

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable TrustDeregistered

Robert & Kathleen Lyon Charitable Trust

CC33620Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2020Rating2d ago

Financial data as at June 2020. Sourced from Charities Services register.

DR
Deregistered — Deregistered from the Charities Services register

This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.

How ratings work →
Revenue

$5.2K

Expenses

$6.0K

Assets

$181.9K

Financial data from Charities Services annual return (FY2020). 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
Wellington

About

Mission

To apply financial support to charitable organisations, institutions, trusts, corporations or bodies within the Wellington region.

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$5.2K
Total Expenses
$6.0K
Net Assets
$181.9K
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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
49.7mo
Could operate 49.7 months with zero revenue
Over-capitalized
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 295 peers · Social Services · Under $100K

Rating Score
0
#41/296
Revenue
$5K
#234/296
Reserve Months
0.0
#1/296
Surplus
$-832
#198/296
Staff Cost %
0%
#1/296

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
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC33620
Entity TypeTrust
Registered30 Jun 2008
StatusDeregistered
Deregistered3 Dec 2020

Sector & Activities

Primary Sector
Social Services
Activities
Makes 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: 28 September 2026.