The Lloyd Morgan Lions Clubs Charitable Trust — Social Services Charity in Warkworth
The Lloyd Morgan Lions Clubs Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Warkworth, Warkworth. This organisation also provides funding to other charities. CharityData rates this charity B+ (80.8/100). Annual revenue: $0.8M NZD. Financial data as at June 2025.
Mission: To use and apply the income of the Trust Fund for the promotion and encouragement of such charitable purposes in New Zealand including the relief of poverty, the advancement of education, or any other matter beneficial to the community as the Trust Board may from time to time think fit. The objectives of the Trust are achieved by the making of grants and loans to Lions Clubs from the income of the Trust Fund to enable such clubs to complete projects that benefit the community.
- Registration Number
- CC23624
- Charity Type
- Charitable Trust
- Registration Date
- 2008-04-29
- Status
- Active
- CharityData Rating
- B+ (80.8/100)
- Sector
- Social Services
- Location
- Warkworth, Warkworth
- lmlcct.admin@lionsclubs.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $8.6M NZD
- Net Assets
- $8.6M NZD
- Reserve Months
- 9.5 months of operating expenses
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.4M | $8.6M |
| 2024 | $0.8M | $0.3M | $8.3M |
| 2023 | $0.4M | $0.3M | $7.8M |
| 2022 | $0.3M | $0.5M | $7.7M |
| 2021 | $1.0M | $0.3M | $7.9M |
| 2020 | $0.3M | $0.2M | $7.1M |
| 2019 | $0.4M | $0.2M | $7.0M |
| 2018 | $0.6M | $0.2M | $6.8M |
| 2017 | $0.5M | $0.3M | $6.4M |
| 2016 | $0.4M | $0.3M | $6.2M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 80.8/100
- Financial Score
- 87.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Robert Miller | Chair | 2026-04-09 |
| Joyce McWilliam | Grants and Loans Chair | 2026-04-09 |
| Pam Harvey | Chair | 2025-07-01 |
| Will Latta | Advisory Trustee | 2025-07-01 |
| Brian McMillian | District Trustee | 2025-07-01 |
| Murray Pringle | Legal Counsel | 2016-07-01 |
| Alice McDonald | Trust Secretary | 2016-07-01 |
| Roger Robinson | Finance and Investment Chairman | 2006-07-01 |
Former Officers (50)
- Megan England — District Trustee
- Stephen Bennett — Treasurer
- Wendy Goodwin — District Trustee
- Tobias Hipp — Trustee (departed 2025-06-30)
- Stephen Barr — Trustee (departed 2024-06-30)
- Joanne Cameron — District Trustee
- Karen McGinness — Trustee (departed 2025-06-30)
- Roy Price — Trustee (departed 2025-06-30)
- Ian Lennie — District Trustee
- Gilbert Rummery — Trustee (departed 2022-01-30)
- Paul Reid — District Trustee
- Helen Williams — Trustee (departed 2020-06-30)
- Murray Neilson — Advisory Trustee (departed 2024-08-11)
- Paul O'Connor — Trustee (departed 2021-06-30)
- Graeme Wilson — International Director
- Arvind Raman — Council Chairman (departed 2019-06-30)
- Richard Maddren — District Trustee (departed 2021-02-28)
- Graham Edge — District Trustee
- Keith Kenderdine — Chairman/trustee (departed 2022-06-30)
- Barry Scott — District Trustee (departed 2019-06-30)
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The Lloyd Morgan Lions Clubs Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$772.3K
$412.2K
$8.6M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To use and apply the income of the Trust Fund for the promotion and encouragement of such charitable purposes in New Zealand including the relief of poverty, the advancement of education, or any other matter beneficial to the community as the Trust Board may from time to time think fit. The objectives of the Trust are achieved by the making of grants and loans to Lions Clubs from the income of the Trust Fund to enable such clubs to complete projects that benefit the community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 157 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Sector & Activities
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: 1 October 2026.
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