The Lodge of the Liberal Arts Charitable TrustArts & Culture Charity in Auckland

The Lodge of the Liberal Arts Charitable Trust is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity D+ (53.8/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at February 2026.

Mission: To assist in the development of musicians, artists, writers, lecturers, painters, sculptors and others concerned with the arts.

Registration Number
CC39290
Charity Type
Trust
Registration Date
2009-04-16
Status
Active
CharityData Rating
D+ (53.8/100)
Sector
Arts & Culture
Location
Auckland, Auckland
Email
paul.sargison@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
February 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-02-28

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
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-

CharityData Rating

Overall Grade
D+
Overall Score
53.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Red Flags

  • 3 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 (0)

NameRoleAppointed

Former Officers (7)

  • Mark HallTrustee
  • David MillardTrustee (departed 2022-05-23)
  • Donald TrottTrustee
  • Paul SargisonTrustee
  • James MortonTrustee
  • Wilfred IngramTrustee
  • Ralph RutherfordTrustee (departed 2011-05-21)

Similar Charities in Arts & Culture

FunderArts & CultureTrustCharitable Trust

The Lodge of the Liberal Arts Charitable Trust

CC39290Auckland, AucklandRegistered 16 Apr 2009
Data updated: 1 Sept 2026
Financials6mo agoRating11h ago

Financial data as at February 2026. Sourced from Charities Services register.

D+
54/100
Reduced by penalties
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 5 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

$10.7K

Expenses

$16.1K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

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
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To assist in the development of musicians, artists, writers, lecturers, painters, sculptors and others concerned with the arts.

Key Statistics

Annual Revenue
$10.7K
Total Expenses
$16.1K
Net Assets
-

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c 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

50
Score /100
Concentrated
HHI: 4,974
Donations51.3%
Investment Income48.4%
Other0.3%

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

Peer Comparison

Ranked against 348 peers · Arts & Culture · Under $100K

Rating Score
54
#48/349
Revenue
$11K
#220/349
Reserve Months
0.0
#1/349
Surplus
$-5K
#289/349
Staff Cost %
0%
#1/349

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

Rating History

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

Rating

D+
Score: 53.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → 54 after red-flag penalties → D+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC39290
Entity TypeTrust
Registered16 Apr 2009
StatusRegistered

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: 11 September 2026.