Lions Club of Alexandra Charitable TrustHealth Charity in Alexandra

Lions Club of Alexandra Charitable Trust is a Trust charity in the Health sector, based in Alexandra, Alexandra. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Objects and purposes of the Trust The objects of the Trust are: To promote the improvement of literacy and numeracy through: • the provision of resources to kindergartens, schools and other educational institutions • the provision of scholarships and prizes for academic achievement • providing assistance to other organisations working to improve literacy and numeracy To improve our community by meeting needs of the following through service and fundraising projects. • needs of the aged or infirm • needs of women and children • needs of those affected by poverty • public health needs To promote the development of leadership and vocational skills in the community through: • The provision and sponsorship of leadership courses to young people • Provision of vocational skills training and or support to vocational training institutions To improve any of the following: • Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities

Registration Number
CC27498
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Health
Location
Alexandra, Alexandra
Website
http://www.lionsclubs.org.nz/clubs/202f/zone-2/alexandra
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
14.9 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.0M-
2022$0.0M$0.1M-
2021$0.1M$0.1M-
2020$0.1M$0.1M-
2019$0.1M$0.1M-
2018$0.1M$0.1M-
2017$0.1M$0.1M-
2016$0.1M$0.1M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • John FeronTrustee (departed 2017-06-30)
  • Barry McCallTrustee
  • KEN PAULINTrustee
  • Russell ThorntonTrustee
  • Donald LamontTrustee
  • Eugene FerreiraTrustee (departed 2017-06-30)
  • Alan FleuryTrustee (departed 2013-06-30)
  • Brian CrootTrustee (departed 2013-06-30)
  • Simon LewisTrustee (departed 2011-06-30)
  • Grant SandersTrustee (departed 2010-06-30)
  • James DunlayTrustee (departed 2014-06-30)
  • Glen Van Den YsselTrustee (departed 2010-06-30)

Similar Charities in Health

Lions Club of Alexandra Charitable Trust logo
FunderHealthTrustCharitable Trust

Lions Club of Alexandra Charitable Trust

CC27498Alexandra, AlexandraRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (1)

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 designated
    Board of 4 with no chair designated on the register

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.

Revenue

$121.5K

Expenses

$98.2K

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
HealthEducationSocial ServicesArts & CultureSports & RecreationCommunity Development
Beneficiaries
ChildrenYouthElderlyWomenGeneral Public
Geographic Focus
Nationwide

About

Mission

Objects and purposes of the Trust The objects of the Trust are: To promote the improvement of literacy and numeracy through: • the provision of resources to kindergartens, schools and other educational institutions • the provision of scholarships and prizes for academic achievement • providing assistance to other organisations working to improve literacy and numeracy To improve our community by meeting needs of the following through service and fundraising projects. • needs of the aged or infirm • needs of women and children • needs of those affected by poverty • public health needs To promote the development of leadership and vocational skills in the community through: • The provision and sponsorship of leadership courses to young people • Provision of vocational skills training and or support to vocational training institutions To improve any of the following: • Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities

Key Statistics

Annual Revenue
$121.5K
Total Expenses
$98.2K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 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
60c
For every $1 spent, 60c reaches programs
Adequate
Sustainability
14.9mo
Could operate 14.9 months with zero revenue
Healthy
Fundraising Cost
$0.33
Costs $0.33 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

4
Score /100
Highly Concentrated
HHI: 9,626
High Concentration: 98% of revenue from Donations
Donations98.1%
Investment Income1.5%
Other0.4%

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

Peer Comparison

Ranked against 184 peers · Health · $100K – $1M

Rating Score
71
#19/185
Revenue
$121K
#167/185
Reserve Months
14.9
#1/185
Surplus
$23K
#86/185
Staff Cost %
0%
#1/185

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC27498
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Health

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: 12 September 2026.