Lions Club of Roxburgh and Districts Charitable TrustHealth Charity in Roxburgh

Lions Club of Roxburgh and Districts Charitable Trust is a Trust charity in the Health sector, based in Roxburgh, Roxburgh. 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: Roxburgh and Districts Lions Charitable Trust operates to provide services and financial support to assist the residents of the Teviot Valley with social, educational and health funding through fundraising activities.

Registration Number
CC52401
Charity Type
Trust
Registration Date
2015-09-07
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Roxburgh, Roxburgh
Email
roxburghanddistricts@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
2.9 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-
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$0.0M-

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
Barbara FraserSecretary2022-07-12
Peter MacDougallTreasurer2019-01-17
Owen JohnstonPresident2015-06-30
Gordon WelshTrustee2015-06-30

Former Officers (3)

  • James HillTrustee (departed 2020-03-04)
  • Andrew ReedTreasurer (departed 2016-12-13)
  • Glen McDonaldTrustee (departed 2018-07-10)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Lions Club of Roxburgh and Districts Charitable Trust

CC52401Roxburgh, RoxburghRegistered 7 Sept 2015
Data updated: Yesterday
Financials30 Jun 2025Rating2d ago

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

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

$24.7K

Expenses

$31.2K

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 Services
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Roxburgh and Districts Lions Charitable Trust operates to provide services and financial support to assist the residents of the Teviot Valley with social, educational and health funding through fundraising activities.

Key Statistics

Annual Revenue
$24.7K
Total Expenses
$31.2K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (10 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
79c
For every $1 spent, 79c reaches programs
Strong
Sustainability
2.9mo
Could operate 2.9 months with zero revenue
Critical
Fundraising Cost
$0.37
Costs $0.37 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

42
Score /100
Concentrated
HHI: 5,843
Donations70.6%
Other29.3%
Investment Income0.1%

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

Peer Comparison

Ranked against 232 peers · Health · Under $100K

Rating Score
74
#8/233
Revenue
$25K
#103/233
Reserve Months
2.9
#1/233
Surplus
$-6K
#198/233
Staff Cost %
0%
#1/233

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

Registration

Registration NumberCC52401
Entity TypeTrust
Registered7 Sept 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated16 Jul 1975
Registered office
Coal Creek, Roxburgh, 9500

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: 14 September 2026.