Lions Club of Omokoroa and Districts Charitable Trust — Education Charity in Omokoroa

Lions Club of Omokoroa and Districts Charitable Trust is a Charitable Trust charity in the Education sector, based in Omokoroa, Omokoroa. 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 2025.

Mission: To promote the improvement of learning through the provision of resources and assistance to educational institutions, the provision of annual tertiary scholarships. To promote the development of leadership and vocational skills to young people by sponsorship. To improve any local amenities. To provide assistance to other charitable organisations through fundraising or sponsorship. To provide other assistance to our community or other communities in times of disaster.

Registration Number
CC25629
Charity Type
Charitable Trust
Registration Date
2008-06-09
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Omokoroa, Omokoroa
Email
ancol@actrix.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
4.1 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M-
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.0M$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 (1)

NameRoleAppointed
Jenny ColeTreasurer2026-07-01

Former Officers (19)

  • Alan Lacey — President
  • Peter Hartles — Trustee (departed 2023-01-01)
  • Mark Ryan — Trustee
  • Koi Muschamp — Trustee (departed 2026-06-30)
  • Shirley MIller — Trustee
  • Anne Andrews — Trustee
  • Rosemary Searle — Trustee (departed 2021-06-30)
  • Colin Andrews — Trustee (departed 2026-06-30)
  • Gavin Roberts — Trustee (departed 2020-06-30)
  • Dawne Gallagher — Trustee (departed 2018-06-30)
  • Keith Searle — Trustee (departed 2021-06-30)
  • Kelvin Spence — Trustee (departed 2015-03-21)
  • Gibson Marsh — Trustee (departed 2013-09-30)
  • Alexander Shaw — Trustee (departed 2017-06-30)
  • Betty Gane — Trustee (departed 2021-02-28)
  • Gordon Barclay — Trustee (departed 2017-06-30)
  • John Noble — Chair of Trustees (departed 2011-07-30)
  • Marcus Ulyatt — Trustee (departed 2010-08-22)
  • Barbara Haseltine — Trustee

Similar Charities in Education

FunderEducationCharitable TrustCharitable Trust

Lions Club of Omokoroa and Districts Charitable Trust

CC25629Omokoroa, OmokoroaRegistered 9 Jun 2008
Data updated: 4 days ago
Financials30 Jun 2025Rating4d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$39.4K

Expenses

$32.3K

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
EducationCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

To promote the improvement of learning through the provision of resources and assistance to educational institutions, the provision of annual tertiary scholarships. To promote the development of leadership and vocational skills to young people by sponsorship. To improve any local amenities. To provide assistance to other charitable organisations through fundraising or sponsorship. To provide other assistance to our community or other communities in times of disaster.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$39.4K
Total Expenses
$32.3K
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
92c
For every $1 spent, 92c reaches programs
Strong
Sustainability
4.1mo
Could operate 4.1 months with zero revenue
Low reserves
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

66
Score /100
Moderate
HHI: 3,444
Other41.4%
Investment Income31.9%
Donations26.7%

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

Peer Comparison

Ranked against 297 peers · Education · Under $100K

Rating Score
77
#11/298
Revenue
$39K
#75/298
Reserve Months
4.1
#1/298
Surplus
$7K
#57/298
Staff Cost %
0%
#1/298

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
Omokoroa, Omokoroa

Registration

Registration NumberCC25629
Entity TypeCharitable Trust
Registered9 Jun 2008
StatusRegistered

Companies Office

StatusRemoved
Entity TypeNZ Limited Company
Incorporated3 Jun 1966
Company #70710
Registered office
93 Taylor Street, Cambridge
Differs from Charities Register address (16 Waterview Terrace, Omokoroa 3114, Omokoroa, 3114, Omokoroa, Omokoroa). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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: 5 October 2026.