The Lions Clubs New Zealand Charitable Trust — Education Charity in Warkworth

The Lions Clubs New Zealand Charitable Trust is a Trust charity in the Education sector, based in Warkworth, Warkworth. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: To promote improvement of literacy and numeracy, to improve our community, to promote the development of leadership and vocational skills in the community, and to provide assistance to other charitable organisations.

Registration Number
CC51051
Charity Type
Trust
Registration Date
2014-10-28
Status
Active
CharityData Rating
C+ (67.9/100)
Sector
Education
Location
Warkworth, Warkworth
Email
treasurer@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

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

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
16.9 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.4M
2024$0.0M$0.0M$0.3M
2023$0.1M$0.0M$0.1M
2022$0.0M$0.0M$0.4M
2021$0.0M$0.0M$0.4M
2020$0.1M$0.1M$0.4M
2019$0.1M$0.0M$0.4M
2018$0.1M$0.0M$0.3M
2017$0.1M$0.0M-
2016$0.1M$0.0M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
67.9/100
Financial Score
83.5
Governance Score
65
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Michael WingfieldTrustee2026-07-01

Former Officers (24)

  • Leon Downes — Trustee (departed 2026-06-30)
  • Pamela Harvey — Trustee (departed 2026-06-30)
  • Susanne Hipp — Trustee and Treasurer
  • Joanne Cameron — Trustee and Secretary
  • Carol McMillan — Trustee (departed 2024-06-30)
  • Stephen Barr — Trustee
  • Garth Bateup — Trustee (departed 2023-09-07)
  • David Skjellerup — Trustee (departed 2023-07-01)
  • Megan England — Trustee
  • Christine Stewart — Trustee (departed 2022-07-01)
  • Stephen Bennett — Trustee (departed 2025-07-01)
  • Murray Pringle — Trustee
  • David Peart — Trustee (departed 2021-06-30)
  • Helen Williams — Trustee (departed 2023-07-01)
  • Arvind Raman — Trustee (departed 2022-07-01)
  • Graeme Wilson — Trustee (departed 2024-06-30)
  • Graham Robinson — Trustee (departed 2019-07-01)
  • David McDonald — Trustee (departed 2019-07-01)
  • Nalini GuruvuGari — Trustee (departed 2018-06-30)
  • Sheryl Jensen — Trustee (departed 2016-06-30)

Similar Charities in Education

FunderEducationTrustCharitable Trust

The Lions Clubs New Zealand Charitable Trust

CC51051Warkworth, WarkworthRegistered 28 Oct 2014
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

C+
68/100
Financial
84
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 7. 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

$43.2K

Expenses

$29.9K

Assets

$415.8K

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

1 red flag identified- Review the Rating tab for details

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 improvement of literacy and numeracy, to improve our community, to promote the development of leadership and vocational skills in the community, and to provide assistance to other charitable organisations.

Who We Serve

Beneficiaries
Children / young peoplePeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$43.2K
Total Expenses
$29.9K
Net Assets
$409.3K
Volunteers
0

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
16.9mo
Could operate 16.9 months with zero revenue
Healthy
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

46
Score /100
Concentrated
HHI: 5,352
Donations64.4%
Investment Income34.7%
Other1.0%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
68
#50/330
Revenue
$43K
#80/330
Reserve Months
16.9
#1/330
Surplus
$13K
#41/330
Staff Cost %
0%
#1/330

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

Rating

C+
Score: 67.9/100
Financial
83.5
Governance
65
Transparency
65
Why this grade: Financial 84 × 40% + Governance 65 × 60% = 72 → 68 after red-flag penalties → C+.
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC51051
Entity TypeTrust
Registered28 Oct 2014
StatusRegistered

Sector & Activities

Primary Sector
Education
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.