Lions District 202J Charitable Trust — Community Development Charity in Geraldine

Lions District 202J Charitable Trust is a Unincorporated Trust charity in the Community Development sector, based in Geraldine, Geraldine. 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 2026.

Mission: To provide grants to organisations previously established for the purposes of community good in areas such as health, education, research, youth training, overseas disaster relief, sport & recreation & other charities including schools.

Registration Number
CC46976
Charity Type
Unincorporated Trust
Registration Date
2011-06-23
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Community Development
Location
Geraldine, Geraldine
Email
202j.treasurer@lionsclubs.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2026

Beneficiaries: Children / young people, 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
79.3 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.1M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.1M$0.1M$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 (2)

NameRoleAppointed
Yoshinoshin IsoyamaTrustee2026-07-01
Kevin BrysonSecretary2026-07-01

Former Officers (23)

  • Richard Watson — Trustee
  • Paul Black — Trustee
  • Tony Grubb — Trustee
  • Michael Wingfield — Trustee
  • Derek Wardell — Trustee (departed 2026-06-30)
  • Ella Butson — Trustee (departed 2024-06-30)
  • Graham Edge — Trustee (departed 2026-06-30)
  • Garth Bateup — Trustee (departed 2024-06-30)
  • Meredith Lowe — Trustee (departed 2024-06-30)
  • Julian Ellis — Trustee (departed 2024-05-30)
  • James Pine — Cabinet Secretary (departed 2021-07-24)
  • Graeme Hathaway — Cabinet Treasurer (departed 2020-08-10)
  • Anthony Thomas — District Governor (departed 2020-09-30)
  • Christine Stewart — Trustee (departed 2022-07-30)
  • Lorna Inch — Immediate Past District Governor (departed 2019-06-30)
  • Tom MacDonald — Past District Governor (departed 2018-06-30)
  • Fern Blake — Immediate Past District Governor (departed 2017-06-30)
  • James Aitken — District 202j Treasurer (departed 2017-06-30)
  • Robert Naismith — Trustee (departed 2016-06-30)
  • Barry Mclauchlan — Treasurer (departed 2013-11-30)

Similar Charities in Community Development

FunderCommunity DevelopmentUnincorporated TrustCharitable Trust

Lions District 202J Charitable Trust

CC46976Geraldine, GeraldineRegistered 23 Jun 2011
Data updated: 5 days ago
Financials3mo agoRating6d ago

Financial data as at June 2026. 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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$25.9K

Expenses

$8.8K

Financial data from Charities Services annual return (FY2026). 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
HealthEducationSports & RecreationInternational AidCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

To provide grants to organisations previously established for the purposes of community good in areas such as health, education, research, youth training, overseas disaster relief, sport & recreation & other charities including schools.

Who We Serve

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

Key Statistics

Annual Revenue
$25.9K
Total Expenses
$8.8K
Net Assets
-

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
79.3mo
Could operate 79.3 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

1
Score /100
Highly Concentrated
HHI: 9,940
High Concentration: 100% of revenue from Donations
Donations99.7%
Investment Income0.3%

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

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
74
#19/292
Revenue
$26K
#128/292
Reserve Months
79.3
#1/292
Surplus
$17K
#33/292
Staff Cost %
0%
#1/292

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

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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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Geraldine, Geraldine

Registration

Registration NumberCC46976
Entity TypeUnincorporated Trust
Registered23 Jun 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated28 Mar 1996
Registered office
396 Main North Road, Rd 21, Geraldine, 7991

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacy

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: 7 October 2026.