Lions Club Of Port Chalmers and District Charitable TrustHealth Charity in Port Chalmers

Lions Club Of Port Chalmers and District Charitable Trust is a Trust charity in the Health sector, based in Port Chalmers, Port Chalmers. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: To promote the improvement of literacy and numeracy through the provision of resources to organisations working in this area and the provision of scholarships and prizes for academic achievement. To improve our community by meeting needs through service and fundraising projects. To promote the development of leadership and vocational skills in the community. To improve public amenities, the natural environment, protection of human life, animal welfare, social rehabilitation resources. To improve assistance in times of disaster.

Registration Number
CC30412
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Port Chalmers, Port Chalmers
Email
portchalmerslions@hotmail.com
Funder Status
Grant-making charity (endowment)
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
15.5 months of operating expenses
Volunteers
1
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-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$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 (4)

NameRoleAppointed
Peter DickTreasurer2025-07-01
Bruce ClarkPresident2025-07-01
Patricia HarakiImmediate Past President2024-06-30
Ella ButsonSecretary2022-06-30

Former Officers (19)

  • Paul HenryMember (departed 2023-06-30)
  • Wayne BustonPresident (departed 2022-08-12)
  • Derek OldfieldMember (departed 2022-06-30)
  • Wayne ButsonPast President (departed 2025-06-30)
  • Tony GillamPast President (departed 2024-06-30)
  • Derek OldfildTrustee (departed 2022-08-12)
  • Judith DuckettSecretary (departed 2020-06-30)
  • Isobel MiddletonVice President (departed 2022-06-30)
  • Mary McLennanImmediate Past President (departed 2017-06-30)
  • William ParsonsPast President (departed 2016-06-30)
  • Sharon MamanuSecretary (departed 2015-06-30)
  • Robert Melville1st Vp (departed 2016-06-30)
  • Michael McClellandDirector (departed 2015-12-31)
  • Donald ParsonsDirector (departed 2016-06-30)
  • Paul AdamsTrustee (departed 2011-06-30)
  • Jan TuckerTrustee (departed 2011-12-31)
  • Elizabeth McLennanTreasurer (departed 2025-06-30)
  • Angela McErlaneTrustee (departed 2012-03-27)
  • John FinlaysonTrustee (departed 2011-06-30)

Similar Charities in Health

FunderHealthTrustEndowment

Lions Club Of Port Chalmers and District Charitable Trust

CC30412Port Chalmers, Port ChalmersRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

B-
74/100
Financial
78
Governance
65
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 8 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

$28.3K

Expenses

$26.8K

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
EducationEnvironmentSocial ServicesAnimal WelfareCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To promote the improvement of literacy and numeracy through the provision of resources to organisations working in this area and the provision of scholarships and prizes for academic achievement. To improve our community by meeting needs through service and fundraising projects. To promote the development of leadership and vocational skills in the community. To improve public amenities, the natural environment, protection of human life, animal welfare, social rehabilitation resources. To improve assistance in times of disaster.

Key Statistics

Annual Revenue
$28.3K
Total Expenses
$26.8K
Net Assets
-
Volunteers
1

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
74c
For every $1 spent, 74c reaches programs
Adequate
Sustainability
15.5mo
Could operate 15.5 months with zero revenue
Healthy
Fundraising Cost
$0.29
Costs $0.29 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

26
Score /100
Highly Concentrated
HHI: 7,409
High Concentration: 85% of revenue from Donations
Donations85.4%
Other9.5%
Investment Income5.1%

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
74
#11/227
Revenue
$28K
#94/227
Reserve Months
15.5
#1/227
Surplus
$1K
#91/227
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

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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Contact Details

Address
Port Chalmers, Port Chalmers

Registration

Registration NumberCC30412
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: 11 September 2026.