{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Lois McFarlane Charitable Trust","slug":"lois-mcfarlane-charitable-trust","charities_register_number":"CC47693","nzbn":"9429043233335","status":"registered","registration_date":"2012-02-01","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Christchurch","city":"Christchurch","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To provide relief to the impoverished, protection of women and children, research and relief of medical and health disorders, the conservation of the environment and all incidental charitable purposes.","mission":"To provide relief to the impoverished, protection of women and children, research and relief of medical and health disorders, the conservation of the environment and all incidental charitable purposes."},"rating":{"rated":true,"grade":"B+","score":81.3,"score_scale":"0-100","financial_score":92.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-03-31","total_revenue_nzd":253566,"total_expenses_nzd":270451,"surplus_deficit_nzd":-16885,"total_assets_nzd":3025498,"total_liabilities_nzd":170000,"net_assets_nzd":2855498,"cash_reserves_nzd":124585,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=21cf38e1-c20e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":253566,"total_expenses_nzd":270451,"surplus_deficit_nzd":-16885,"net_assets_nzd":2855498,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=21cf38e1-c20e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":181657,"total_expenses_nzd":277219,"surplus_deficit_nzd":-95562,"net_assets_nzd":2931934,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=138d4a4c-eeef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":173303,"total_expenses_nzd":330290,"surplus_deficit_nzd":null,"net_assets_nzd":2778420,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1fa6919d-53d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":311830,"total_expenses_nzd":287860,"surplus_deficit_nzd":null,"net_assets_nzd":3201956,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=66364f44-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":251481,"total_expenses_nzd":269114,"surplus_deficit_nzd":null,"net_assets_nzd":3304090,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ab6c4cd2-b092-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":280619,"total_expenses_nzd":275827,"surplus_deficit_nzd":null,"net_assets_nzd":2783191,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d3311c32-df73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":199072,"total_expenses_nzd":660137,"surplus_deficit_nzd":null,"net_assets_nzd":3072851,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=31d8d598-4454-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":205786,"total_expenses_nzd":181536,"surplus_deficit_nzd":null,"net_assets_nzd":1037923,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=edaff533-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":266566,"total_expenses_nzd":222620,"surplus_deficit_nzd":null,"net_assets_nzd":1049206,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=14ffa8d2-e2bd-e711-971c-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":278726,"total_expenses_nzd":216527,"surplus_deficit_nzd":null,"net_assets_nzd":879829,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f10972ba-5adc-e611-a8af-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":4,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/lois-mcfarlane-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/lois-mcfarlane-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/lois-mcfarlane-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47693","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T11:39:01.542Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}