Lions Club of Upper Clutha Charitable TrustArts & Culture Charity in Wanaka

Lions Club of Upper Clutha Charitable Trust is a Trust charity in the Arts & Culture sector, based in Wanaka, Wanaka. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To raise funds for local and national humanitarian causes.

Registration Number
CC34480
Charity Type
Trust
Registration Date
2008-11-12
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Arts & Culture
Location
Wanaka, Wanaka
Email
upperclutha.treasurer@lionsclubs.org.nz
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
5.4 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$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.1M$0.1M-
2018$0.1M$0.1M$0.0M
2017$0.1M$0.1M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (10)

  • Pauline HarveyTreasurer
  • Donella FlemingTreasurer (departed 2023-07-01)
  • Lorraine KnowlesSecretary (departed 2021-06-30)
  • Pat HartPresident (departed 2013-02-28)
  • Michelle CapstickAssistant Treasurer (departed 2019-09-01)
  • Pam KaneSecretary (departed 2016-06-30)
  • Donella OsborneTrustee (departed 2009-03-02)
  • Barbara EadenTrustee (departed 2020-06-30)
  • Shirley DicksonTrustee (departed 2010-06-30)
  • Karen ThompsonTreasurer

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

Lions Club of Upper Clutha Charitable Trust

CC34480Wanaka, WanakaRegistered 12 Nov 2008
Data updated: Today
Financials30 Jun 2025Ratingyesterday

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

B-
71/100
Financial
78
Governance
55
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$64.0K

Expenses

$63.1K

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
International Aid
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To raise funds for local and national humanitarian causes.

Key Statistics

Annual Revenue
$64.0K
Total Expenses
$63.1K
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
70c
For every $1 spent, 70c reaches programs
Adequate
Sustainability
5.4mo
Could operate 5.4 months with zero revenue
Low reserves
Fundraising Cost
$0.39
Costs $0.39 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

38
Score /100
Concentrated
HHI: 6,182
Donations76.9%
Other14.6%
Trading / Services7.3%
Investment Income1.2%

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

Peer Comparison

Ranked against 334 peers · Arts & Culture · Under $100K

Rating Score
71
#42/335
Revenue
$64K
#45/335
Reserve Months
5.4
#1/335
Surplus
$949
#174/335
Staff Cost %
0%
#1/335

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC34480
Entity TypeTrust
Registered12 Nov 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated28 Jan 1994
Registered office
37 Lagoon Avenue, Albert Town, Wanaka, 9305

Sector & Activities

Primary Sector
Arts & Culture

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.