Lions Club of Carterton Charitable TrustHealth Charity in Carterton

Lions Club of Carterton Charitable Trust is a Trust charity in the Health sector, based in Carterton, Carterton. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: "The objects of the Trust are: 4.1.1 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 4.1.2 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. 4.1.3 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. 4.1.4 To improve any of the following: - Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities of a similar nature -

Registration Number
CC35497
Charity Type
Trust
Registration Date
2008-12-01
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Carterton, Carterton
Website
http://www.lionsclubs.org.nz/clubs/202m/zone-4/carterton
Email
keating.john40@gmail.com
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
4.9 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$0.1M-
2022$0.0M$0.0M-
2021$0.1M$0.1M-
2020$0.2M$0.2M$0.1M
2019$0.1M$0.1M-
2018$0.1M$0.1M-
2017$0.0M$0.0M-
2016$0.1M$0.1M-

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 (0)

NameRoleAppointed

Former Officers (9)

  • Mike BurnsSecretary
  • John KeatingTreasurer
  • Craig CherryPresident
  • Rakesh SejwalTreasurer (departed 2025-12-04)
  • Pascoe ReynoldsPresident (departed 2024-08-14)
  • Warren HarlandPresident (departed 2023-06-28)
  • Colin SladeSecretary (departed 2025-07-01)
  • Alfred ClearTreasurer (departed 2021-11-07)
  • Drew BlairPresident (departed 2025-07-01)

Similar Charities in Health

Lions Club of Carterton Charitable Trust logo
FunderHealthTrustCharitable Trust

Lions Club of Carterton Charitable Trust

CC35497Carterton, CartertonRegistered 1 Dec 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating12h ago

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

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

$59.4K

Expenses

$61.3K

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

"The objects of the Trust are: 4.1.1 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 4.1.2 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. 4.1.3 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. 4.1.4 To improve any of the following: - Public amenities including public halls, libraries, museums, parks and gardens, sporting and pool facilities of a similar nature -

Key Statistics

Annual Revenue
$59.4K
Total Expenses
$61.3K
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
98c
For every $1 spent, 98c reaches programs
Strong
Sustainability
4.9mo
Could operate 4.9 months with zero revenue
Low reserves
Fundraising Cost
$8.14
Costs $8.14 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

1
Score /100
Highly Concentrated
HHI: 9,881
High Concentration: 99% of revenue from Other
Other99.4%
Donations0.3%
Investment Income0.3%

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

Peer Comparison

Ranked against 239 peers · Health · Under $100K

Rating Score
74
#14/240
Revenue
$59K
#46/240
Reserve Months
4.9
#1/240
Surplus
$-2K
#176/240
Staff Cost %
0%
#1/240

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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Registration

Registration NumberCC35497
Entity TypeTrust
Registered1 Dec 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.