Lions Club of Balmacewen Charitable TrustHealth Charity in Dunedin

Lions Club of Balmacewen Charitable Trust is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity D- (43.9/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2024.

Mission: To serve our local community To provide grants to organisations previously established for the purposes of the common good in areas such as health, education, research, youth training,overseas disaster relief, sport & recreation for individuals & other charities including schools.

Registration Number
CC25977
Charity Type
Trust
Registration Date
2008-06-16
Status
Active
CharityData Rating
D- (43.9/100)
Sector
Health
Location
Dunedin, Dunedin
Website
http://www.lionwap.org/balmacnz
Email
brimar4042@outlook.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Reserve Months
20.5 months of operating expenses
Volunteers
0
Financial Year End
2024-06-30

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.1M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M-

CharityData Rating

Overall Grade
D-
Overall Score
43.9/100
Financial Score
63.4
Governance Score
65
Transparency Score
65

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (16)

  • Rathan SubramanianMember
  • Aoxuan Li (Leo)Secretary
  • Kevin BrysonTrustee
  • Lynette WingfieldTrustee (departed 2025-07-31)
  • Yoshinoshin IsoyamaPast President (departed 2023-06-30)
  • Michael WingfieldPast President (departed 2025-08-25)
  • Cheryl StaynesTrustee (departed 2024-07-01)
  • Margo EvittsTrustee
  • Fraser RichardsonTrustee
  • Christopher StaynesChair (departed 2021-01-05)
  • Brian TeggClub Treasurer
  • Bryan WilliamsonTrustee (departed 2020-07-01)
  • Winston WingfieldTrustee (departed 2020-07-01)
  • James AitkenTrustee (departed 2024-07-01)
  • Ian ColemanTrustee (departed 2022-07-01)
  • Russell HancoxSecretary (departed 2025-08-25)

Similar Charities in Health

Lions Club of Balmacewen Charitable Trust logo
FunderHealthTrustCharitable Trust

Lions Club of Balmacewen Charitable Trust

CC25977Dunedin, DunedinRegistered 16 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2024Ratingyesterday

Financial data as at June 2024. Sourced from Charities Services register.

D-
44/100
Reduced by penalties
Financial
63
Governance
65
Transparency
65

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 designated
    Board of 6 with no chair designated on the register
  • Current annual return overdue
    Latest annual return is 26 months old — the current return is overdue with Charities Services

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

$35.3K

Expenses

$29.8K

Assets

$50.8K

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D- is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSports & RecreationInternational AidCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Otago

About

Mission

To serve our local community To provide grants to organisations previously established for the purposes of the common good in areas such as health, education, research, youth training,overseas disaster relief, sport & recreation for individuals & other charities including schools.

Key Statistics

Annual Revenue
$35.3K
Total Expenses
$29.8K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (16 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
65c
For every $1 spent, 65c reaches programs
Adequate
Sustainability
20.5mo
Could operate 20.5 months with zero revenue
Healthy
Fundraising Cost
$7.21
Costs $7.21 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

60
Score /100
Concentrated
HHI: 4,019
Other50.0%
Trading / Services37.9%
Investment Income8.1%
Donations4.1%

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

Peer Comparison

Ranked against 226 peers · Health · Under $100K

Rating Score
44
#66/227
Revenue
$35K
#79/227
Reserve Months
20.5
#1/227
Surplus
$6K
#59/227
Staff Cost %
0%
#1/227

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

Rating

D-
Score: 43.9/100
Financial
63.4
Governance
65
Transparency
65
Why this grade: Financial 63 × 40% + Governance 65 × 60% = 64 → 44 after red-flag penalties → D-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Registration

Registration NumberCC25977
Entity TypeTrust
Registered16 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: 11 September 2026.