Balclutha Lions Club Charitable TrustArts & Culture Charity in Balclutha

Balclutha Lions Club Charitable Trust is a Trust charity in the Arts & Culture sector, based in Balclutha, Balclutha. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: To assist the community of Balclutha with a range of services based on the humanitarian principles outlined in the International Lions Clubs Charter.

Registration Number
CC58304
Charity Type
Trust
Registration Date
2020-09-20
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Arts & Culture
Location
Balclutha, Balclutha
Email
treasurer.balclutha@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Stephen MarshallTreasurer2024-07-02
Rodney JopsonPresident2023-01-09
Kaye JopsonTrustee2020-03-16
Marion GardnerSecretary2020-03-16

Former Officers (2)

  • Katie NobleTrustee (departed 2023-01-09)
  • Mark WayTrustee (departed 2022-06-30)

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

Balclutha Lions Club Charitable Trust

CC58304Balclutha, BalcluthaRegistered 20 Sept 2020
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating2d ago

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

B-
74/100
Financial
78
Governance
65
Transparency
65
Revenue

$10.1K

Expenses

$3.4K

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

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
Arts & CultureInternational AidCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To assist the community of Balclutha with a range of services based on the humanitarian principles outlined in the International Lions Clubs Charter.

Key Statistics

Annual Revenue
$10.1K
Total Expenses
$3.4K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (5 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
51.8mo
Could operate 51.8 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

7
Score /100
Highly Concentrated
HHI: 9,264
High Concentration: 96% of revenue from Donations
Donations96.2%
Other3.0%
Investment Income0.8%

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

Peer Comparison

Ranked against 334 peers · Arts & Culture · Under $100K

Rating Score
74
#24/335
Revenue
$10K
#234/335
Reserve Months
51.8
#1/335
Surplus
$7K
#87/335
Staff Cost %
0%
#1/335

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Balclutha, Balclutha

Registration

Registration NumberCC58304
Entity TypeTrust
Registered20 Sept 2020
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 Aug 2020
Registered office
8 St Andrew Place, Balclutha

Sector & Activities

Primary Sector
Arts & Culture

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: 14 September 2026.