Lifestyle Trust — Social Services Charity in Hamilton
Lifestyle Trust is a Charitable Trust charity in the Social Services sector, based in Hamilton, Hamilton. Annual revenue: $1.7M NZD. Financial data as at June 2025.
Mission: To facilitate opportunities for people experiencing barriers to inclusion to become more independent and active members of the community and to provide learning opportunities that will contribute to eliminating societal barriers for people experiencing exclusion in their communities
- Registration Number
- CC23255
- Charity Type
- Charitable Trust
- Registration Date
- 2008-04-20
- Status
- Active
- Sector
- Social Services
- Location
- Hamilton, Hamilton
- admin@interactionz.org.nz
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $1.7M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $1.8M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 16
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.7M | $1.2M | $1.5M |
| 2024 | $1.3M | $1.2M | $0.9M |
| 2023 | $1.2M | $1.2M | $0.9M |
| 2022 | $1.1M | $1.0M | $0.9M |
| 2021 | $1.0M | $1.0M | $0.7M |
| 2020 | $1.2M | $1.4M | $0.7M |
| 2019 | $1.1M | $1.3M | $0.8M |
| 2018 | $1.0M | $1.2M | $1.0M |
| 2017 | $1.1M | $1.2M | $1.2M |
| 2016 | $1.1M | $1.2M | $1.3M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Aleise White | Trustee | 2026-03-23 |
| Carli Last | Trustee | 2026-03-23 |
| Richard Sheterline | Trustee | 2024-10-31 |
| Karen Stockmann | Trustee | 2020-01-23 |
| Teresa Casey | Trustee | 2018-02-01 |
| Stuart Kane | Trustee | 2017-02-16 |
Former Officers (17)
- John Luxton — Trustee (departed 2025-09-04)
- Wayne Sivern — Trustee (departed 2022-05-18)
- Gregory Glover — Trustee (departed 2019-12-20)
- Nigel Chetty — Trustee (departed 2017-06-30)
- Thomas Ringrose — Trustee (departed 2020-03-05)
- Greg Hewin — Trustee (departed 2016-03-31)
- Linda Mowbray — Trustee (departed 2014-09-10)
- Elaine Bliss — Trustee (departed 2021-01-29)
- David Williams — Trustee (departed 2013-07-31)
- Robert Ross — Trustee (departed 2016-03-25)
- Tegan Morris — Trustee (departed 2021-05-25)
- Nicola Kim Bennett — Trustee (departed 2010-06-09)
- Mark Raymond McLaughlin — Trustee (departed 2012-07-01)
- Anthony George Baggs — Trustee (departed 2013-05-31)
- Karen Jane Gillum — Trustee (departed 2014-11-20)
- Ian David McDonald — Trustee (departed 2008-03-15)
- Gareth Duncan — Trustee (departed 2011-12-31)
Funding Sources
- Lion Foundation — $7,500
- Lion Foundation — $5,000
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Lifestyle Trust
Financial data as at June 2025. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →Reasons to look carefully (2)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Government-funding concentration90% of latest-year revenue came from government grants — single-stream dependency
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$1.7M
$1.2M
$1.8M
16
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To facilitate opportunities for people experiencing barriers to inclusion to become more independent and active members of the community and to provide learning opportunities that will contribute to eliminating societal barriers for people experiencing exclusion in their communities
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 48 peers · Social Services · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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.
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