Lister Presbyterian Health TrustReligion Charity in Auckland

Lister Presbyterian Health Trust is a Trust charity in the Religion sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C- (55.9/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: The Trust exists to support, maintain, assist, foster and promote the advancement of the physical or mental health or spiritual welfare of people residing in the North Shore and Rodney areas of Auckland.

Registration Number
CC56452
Charity Type
Trust
Registration Date
2018-12-19
Status
Active
CharityData Rating
C- (55.9/100)
Sector
Religion
Location
Auckland, Auckland
Email
secretary@listerphtrust.org.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.6M NZD
Net Assets
$2.6M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$2.6M
2024$0.1M$0.1M$2.3M
2023$0.1M$0.1M$2.6M
2022$0.4M$0.5M$2.5M
2021$0.5M$0.1M$2.6M
2020$0.4M$0.1M$2.2M
2019---

CharityData Rating

Overall Grade
C-
Overall Score
55.9/100
Financial Score
80.5
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.8%

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Johanne EganTrustee2025-03-17
Cynthia MackenzieTrustee2025-03-17
Karen MitchellTrustee2022-09-01
Tokerau JosephTrustee2022-09-01
Ann TodTrustee2020-12-02
Gabriel PycSecretary2019-03-27
Richard CharmleyTrustee2011-12-08
Ronald MillsChair2005-04-28

Former Officers (6)

  • Lara SyddallTrustee (departed 2021-12-10)
  • Robyn PickerillTrustee (departed 2025-03-26)
  • Francis FranshamTrustee (departed 2020-09-23)
  • Patrick AlleyTrustee (departed 2023-11-29)
  • Patricia WatsonTrustee (departed 2021-06-23)
  • Kenneth LinkhornTreasurer (departed 2019-06-30)

Similar Charities in Religion

FunderReligionTrustTrust

Lister Presbyterian Health Trust

CC56452Auckland, AucklandRegistered 19 Dec 2018
Data updated: 1 Sept 2026
Financials30 Jun 2025Ratingyesterday

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

C-
56/100
Reduced by penalties
Financial
81
Governance
65
Transparency
65
Revenue

$187.6K

Expenses

$144.8K

Assets

$2.6M

Staff

2

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthSocial Services
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Trust exists to support, maintain, assist, foster and promote the advancement of the physical or mental health or spiritual welfare of people residing in the North Shore and Rodney areas of Auckland.

Key Statistics

Annual Revenue
$187.6K
Total Expenses
$144.8K
Net Assets
$2.6M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (7 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
80c
For every $1 spent, 80c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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

49
Score /100
Concentrated
HHI: 5,104
Other57.2%
Investment Income42.8%

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

Peer Comparison

Ranked against 183 peers · Religion · $100K – $1M

Rating Score
56
#52/184
Revenue
$188K
#125/184
Reserve Months
0.0
#1/184
Surplus
$43K
#70/184
Staff Cost %
19%
#184/184

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

Rating

C-
Score: 55.9/100
Financial
80.5
Governance
65
Transparency
65
Why this grade: Financial 81 × 40% + Governance 65 × 60% = 71 → 56 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC56452
Entity TypeTrust
Registered19 Dec 2018
StatusRegistered

Sector & Activities

Primary Sector
Religion

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.