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Charity Summary


Charity Details

The Lloyd Morgan Lions Clubs Charitable Trust
CC23624
9429042780380
Registered

Registration details

29/04/2008
June 30

Address for service

C/- MD202 National Office
PO Box 154
Warkworth
Auckland
0941
20 Baxter Street
Warkworth
0910

Charity's other details

09 438 2312
lmlcct.admin@lionsclubs.org.nz
https://www.lionsclubs.org.nz/clubs/lloyd-morgan


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC23624

Purpose & Structure

Charitable Purpose

To use and apply the income of the Trust Fund for the promotion and encouragement of such charitable purposes in New Zealand including the relief of poverty, the advancement of education, or any other matter beneficial to the community as the Trust Board may from time to time think fit. The objectives of the Trust are achieved by the making of grants and loans to Lions Clubs from the income of the Trust Fund to enable such clubs to complete projects that benefit the community.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Makes grants / loans to individuals, Sponsors / undertakes research, Provides other finance (e.g. investment funds)

Emergency / disaster relief

Education / training / research, Health, Community development, Fund-raising

Other (please state)

(community facilities)

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 14/04/2026 $772,271 $412,227 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 30/12/2024 $778,371 $258,264 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 29/02/2024 28/02/2024 $401,452 $306,400 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 28/02/2023 25/02/2023 $326,606 $532,798 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 23/12/2021 $1,032,096 $307,743 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 23/12/2020 $345,424 $214,484 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 10/12/2019 $437,215 $181,759 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 15/10/2018 $604,594 $236,911 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 27/11/2017 $538,832 $318,995 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 7/12/2016 $427,578 $348,325 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Joyce McWilliam Grants and Loans Chair 9/04/2026
Robert Miller Administration Chair 9/04/2026
Brian McMillian District Trustee 1/07/2025
Megan England District Trustee 1/07/2025
Pam Harvey Council Chair 1/07/2025
Stephen Kim Bennett Treasurer 1/07/2025
Will Latta Advisory Trustee 1/07/2025
Wendy Joy Goodwin District Trustee 1/07/2024
Joanne Clare CAmeron District Trustee 1/07/2022
Ian Thomas Lennie District Trustee 1/07/2021

Past Officers

Officer Name Position Past Since
Joyce Raven Trustee 30/06/2025
Karen McGinness Trustee 30/06/2025
Robert Brian Miller Advisory Trustee 30/06/2025
Roger Robinson Trustee 30/06/2025
Roy Price Trustee 30/06/2025
Tobias Michael Hipp Trustee 30/06/2025
Murray McGregor Neilson Advisory Trustee 11/08/2024
Stephen Barr Trustee 30/06/2024
Megan Frances England Trustee 30/06/2023
Keith Brutton Kenderdine Chairman/Trustee 30/06/2022

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
13/10/2025 NOC036
13/10/2025 NOC035
25/08/2025 NOC034
18/08/2025 NOC033
18/08/2025 NOC032
1/02/2025 NOC031
29/08/2024 NOC029
25/08/2024 NOC028
13/04/2023 NOC026
13/04/2023 NOC025

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.