Lister Presbyterian Health Trust — Health Charity in Auckland
Lister Presbyterian Health Trust is a Charitable Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (78.9/100). Annual revenue: $0.2M NZD. 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
- Charitable Trust
- Registration Date
- 2018-12-19
- Status
- Active
- CharityData Rating
- B (78.9/100)
- Sector
- Health
- Location
- Auckland, Auckland
- secretary@listerphtrust.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.6M NZD
- Net Assets
- $2.6M NZD
- Reserve Months
- 6.8 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net 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
- B
- Overall Score
- 78.9/100
- Financial Score
- 80.5
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.8%
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Johanne Egan | Trustee | 2025-03-17 |
| Cynthia Mackenzie | Trustee | 2025-03-17 |
| Karen Mitchell | Trustee | 2022-09-01 |
| Tokerau Joseph | Trustee | 2022-09-01 |
| Ann Tod | Trustee | 2020-12-02 |
| Gabriel Pyc | Secretary | 2019-03-27 |
| Richard Charmley | Trustee | 2011-12-08 |
| Ronald Mills | Chair | 2005-04-28 |
Former Officers (6)
- Lara Syddall — Trustee (departed 2021-12-10)
- Robyn Pickerill — Trustee (departed 2025-03-26)
- Francis Fransham — Trustee (departed 2020-09-23)
- Patrick Alley — Trustee (departed 2023-11-29)
- Patricia Watson — Trustee (departed 2021-06-23)
- Kenneth Linkhorn — Treasurer (departed 2019-06-30)
Similar Charities in Health
Lister Presbyterian Health Trust
Financial data as at June 2025. Sourced from Charities Services register.
$187.6K
$144.8K
$2.6M
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 125 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2023Contact Details
Registration
Sector & Activities
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: 4 October 2026.
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