Lions Club of Nelson Lioness Charitable TrustEducation Charity in Richmond

Lions Club of Nelson Lioness Charitable Trust is a Trust charity in the Education sector, based in Richmond, Richmond. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2024.

Mission: To improve our community by meeting needs through service and fundraising projects. To promote the improvement of literacy and numeracy and leadership & vocational skills. To improve public amenities to provide assistance to other charitable organisations.

Registration Number
CC28461
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Richmond, Richmond
Email
b.s.colvin@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2024

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 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$0.0M$0.0M-
2018$0.0M$0.1M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Valerie WhyteTrustee2021-07-01
Valarie BarnesChair2017-07-06
Jillian JaryPresident2017-07-06
Susan ColvinTreasurer2016-07-01
Gayle EvesTrustee2008-04-03

Former Officers (7)

  • Lois EvansTrustee (departed 2017-06-30)
  • Natalie Ogden-BellTrustee (departed 2017-06-30)
  • Tracy HendersonPresident (departed 2014-06-30)
  • Jeanette MclellanTrustee (departed 2012-06-30)
  • Yvonne KleivenTrustee (departed 2016-06-30)
  • Norma GillespieTrustee (departed 2019-06-30)
  • Maryann BrownTrustee (departed 2010-06-30)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Lions Club of Nelson Lioness Charitable Trust

CC28461Richmond, RichmondRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2024Ratingyesterday

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

B
77/100
Financial
78
Governance
75
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.

  • Current annual return overdue
    The newest annual return we hold is 26 months old — a more recent return may already be on the Charities Services 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

$15.2K

Expenses

$13.7K

Financial data from Charities Services annual return (FY2024). 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
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To improve our community by meeting needs through service and fundraising projects. To promote the improvement of literacy and numeracy and leadership & vocational skills. To improve public amenities to provide assistance to other charitable organisations.

Key Statistics

Annual Revenue
$15.2K
Total Expenses
$13.7K
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
74c
For every $1 spent, 74c reaches programs
Adequate
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
$0.24
Costs $0.24 to raise each $1 in donations
Moderate

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

Revenue Diversification

2
Score /100
Highly Concentrated
HHI: 9,841
High Concentration: 99% of revenue from Donations
Donations99.2%
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 355 peers · Education · Under $100K

Rating Score
77
#7/356
Revenue
$15K
#218/356
Reserve Months
0.0
#1/356
Surplus
$1K
#168/356
Staff Cost %
0%
#1/356

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Richmond, Richmond

Registration

Registration NumberCC28461
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 May 2023
Registered office
74 Daelyn Drive, Richmond, Richmond

Sector & Activities

Primary Sector
Education

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: 13 September 2026.