The Lincoln Rotary Trust — Arts & Culture Charity in Christchurch

The Lincoln Rotary Trust is a Trust charity in the Arts & Culture sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Not Changed

Registration Number
CC10799
Charity Type
Trust
Registration Date
2007-08-07
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Arts & Culture
Location
Christchurch, Christchurch
Email
angebarclay17@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
44.2 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.2M
2024$0.1M$0.1M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
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$0.2M
2016$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Patricia BousteadClub President/trustee2024-07-01
Anna GiltrapSecretary2024-07-01
Fiona HarrallPresident Elect/trustee2024-07-01
Sheri GatehousePast President/trustee2024-07-01
Angela BarclayTreasurer2023-07-01

Former Officers (24)

  • Paige Sullivan — Trustee (departed 2025-12-09)
  • John Benn — President/trustee (departed 2023-12-31)
  • Wendy Creurer — President Elect/trustee (departed 2021-06-30)
  • Gary Kennett — Past President Trustee (departed 2022-06-30)
  • Matthew Sullivan — Treasurer (departed 2023-06-30)
  • David Drake — Secretary (departed 2024-06-30)
  • Murray Washington — Past/president/trustee (departed 2019-06-30)
  • Des O'Loughlin — Treasurer (departed 2021-06-30)
  • William Penno — Past President/trustee (departed 2020-06-30)
  • Richard Martin — Secretary/trustee (departed 2018-06-30)
  • David Jones — Past President/trustee (departed 2018-06-30)
  • Kingsley Clark — President Elect (departed 2017-06-30)
  • Tom Stephens — Trustee (departed 2017-06-30)
  • Farhad Dastgheib — Trustee (departed 2017-06-30)
  • Beverley Ruddick — Secretary (departed 2017-06-30)
  • Rodd Hutton — President Elect (departed 2013-07-01)
  • Derek Newman — Treasurer (departed 2010-06-30)
  • Surinder Tandon — Incoming President (departed 2012-06-30)
  • Katrina Roy — Treasurer (departed 2009-06-30)
  • Max Duncan — Trustee (departed 2010-06-30)

Similar Charities in Arts & Culture

FunderArts & CultureTrustTrust

The Lincoln Rotary Trust

CC10799Christchurch, ChristchurchRegistered 7 Aug 2007
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$66.7K

Expenses

$56.6K

Assets

$222.3K

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

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

Not Changed

Who We Serve

Beneficiaries
Children / young peopleOther charities

Key Statistics

Annual Revenue
$66.7K
Total Expenses
$56.6K
Net Assets
$217.1K
Volunteers
0

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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
44.2mo
Could operate 44.2 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

31
Score /100
Concentrated
HHI: 6,873
High Concentration: 81% of revenue from Donations
Donations80.6%
Investment Income19.4%

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

Peer Comparison

Ranked against 360 peers · Arts & Culture · Under $100K

Rating Score
86
#1/361
Revenue
$67K
#45/361
Reserve Months
44.2
#1/361
Surplus
$10K
#62/361
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

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC10799
Entity TypeTrust
Registered7 Aug 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 Sept 2000
Registered office
1172 Springs Road, Rd 6, Christchurch

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants / loans to individualsMakes 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: 29 September 2026.