# The Lloyd Morgan Lions Clubs Charitable Trust

**Charities Register number:** CC23624
**Status:** Registered
**Registered since:** 2008-04-29
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Warkworth
**NZBN:** 9429042780380
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

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.

## CharityData rating

- **Grade:** B+ (80.8 / 100)
- **Financial health:** 87.5/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$772k
- **Total expenses:** NZ$412k
- **Surplus / deficit:** NZ$360k
- **Total assets:** NZ$8.65M
- **Total liabilities:** NZ$10k
- **Net assets:** NZ$8.64M
- **Cash reserves:** NZ$328k
- **Donations:** NZ$169k
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0c92d2b4-4a56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$772k | NZ$412k | NZ$360k | NZ$8.64M |
| 2024-06-30 | NZ$778k | NZ$258k | NZ$520k | NZ$8.28M |
| 2023-06-30 | NZ$401k | NZ$306k | not disclosed | NZ$7.76M |
| 2022-06-30 | NZ$327k | NZ$533k | not disclosed | NZ$7.66M |
| 2021-06-30 | NZ$1.03M | NZ$308k | not disclosed | NZ$7.87M |
| 2020-06-30 | NZ$345k | NZ$214k | not disclosed | NZ$7.15M |
| 2019-06-30 | NZ$437k | NZ$182k | not disclosed | NZ$7.01M |
| 2018-06-30 | NZ$605k | NZ$237k | not disclosed | NZ$6.76M |
| 2017-06-30 | NZ$539k | NZ$319k | not disclosed | NZ$6.39M |
| 2016-06-30 | NZ$428k | NZ$348k | not disclosed | NZ$6.17M |

## Governance

- **Officers on the register:** 18 current (73 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23624) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-lloyd-morgan-lions-clubs-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-lloyd-morgan-lions-clubs-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-lloyd-morgan-lions-clubs-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23624

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-lloyd-morgan-lions-clubs-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T19:47:00.791Z.