A Lionel Litt Memorial Educational Trust Fund — Education Charity in Te Puke

A Lionel Litt Memorial Educational Trust Fund is a Charitable Trust charity in the Education sector, based in Te Puke, Te Puke. This organisation also provides funding to other charities. CharityData rates this charity B+ (82/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: Being to enhance the learning opportunities of the students at Te Puke High School

Registration Number
CC35132
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (82/100)
Sector
Education
Location
Te Puke, Te Puke
Email
jocelyn.reardon@tepuke.school.nz
Funder Status
Grant-making charity (endowment)
Data as at
March 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
1775.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.1M
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M$2.3M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
82/100
Financial Score
85
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (10)

  • Carol Scott — Trustee
  • Graeme Walker — Trustee
  • Alison Gray — Trustee (departed 2016-05-26)
  • Andrea Marsh — Trustee
  • Alan Liddle — Principal (departed 2008-06-24)
  • Roy Vercoe — Trust Chairman
  • Jeffery Roderick — Trustee
  • John Tilby — Trustee
  • Timothy King — Trustee
  • Carol Wilson — Trustee

Similar Charities in Education

FunderEducationCharitable TrustEndowment

A Lionel Litt Memorial Educational Trust Fund

CC35132Te Puke, Te PukeRegistered 30 Jun 2008
Data updated: 3 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

B+
82/100
Balance sheet from 2024 used (not reported this year)
Financial
85
Governance
75
Transparency
65
Revenue

$71.7K

Expenses

$51

Financial data from Charities Services annual return (FY2026). 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
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Being to enhance the learning opportunities of the students at Te Puke High School

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$71.7K
Total Expenses
$51
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2970.1mo
Could operate 2970.1 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

34
Score /100
Concentrated
HHI: 6,613
Donations78.4%
Investment Income21.6%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
82
#3/290
Revenue
$72K
#19/290
Reserve Months
1775.3
#1/290
Surplus
$72K
#1/290
Staff Cost %
0%
#1/290

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

Rating History

B+
2026
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 65
Current
B+
2025
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82/100
Financial
85
Governance
75
Transparency
65
Why this grade: Financial 85 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Latest Audit

FY2020
Clean

Contact Details

Address
Te Puke, Te Puke

Registration

Registration NumberCC35132
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Jul 1979
Registered office
Te Puke High School Tui Street Te Puke, Te Puke

Sector & Activities

Primary Sector
Education
Activities
Makes 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: 4 October 2026.