Lodge St. John No 84 Charitable Trust — Social Services Charity in Mosgiel

Lodge St. John No 84 Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Mosgiel, Mosgiel. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at October 2025.

Mission: The Trust is established to carry out such charitable, relief of poverty, religious, cultural, philanthropic purposes and other activities that are beneficial to the community in general and Taieri community in particular

Registration Number
CC32380
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Social Services
Location
Mosgiel, Mosgiel
Email
alwen.church@outlook.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
October 2025

Beneficiaries: Children / young people, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
3022.7 months of operating expenses
Financial Year End
2025-10-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$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$0.0M
2017$0.0M$0.0M-
2016$0.0M$0.0M-

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 (1)

NameRoleAppointed
Thomas RobsonTrustee2003-11-01

Former Officers (16)

  • Rafael Soriano — Trustee
  • Alistair Church — Secretary/ Treasurer
  • Glyn Rees — Trustee
  • Matthew Sainsbury — Secratary/treasurer (departed 2024-01-15)
  • Dwayne Tebbutt — Trustee / Chairperson (departed 2024-05-06)
  • ALAN WILLIAMS — Trustee
  • Geoffrey Peterson — Trustee (departed 2020-02-27)
  • Kevin Wilson — Trustee
  • Tony Fricker — Treasurer (departed 2019-10-17)
  • Douglas Fairhurst — Trustee (departed 2016-06-15)
  • Allan Grant — Trustee (departed 2023-03-23)
  • Ronald Hunter — Trustee (departed 2016-06-15)
  • Hugh Dunkley — Trustee (departed 2010-10-31)
  • Graham Stichman — Trustee (departed 2017-04-27)
  • Ashley Broad — Treasurer (departed 2016-06-15)
  • Gary Pearson — Trustee (departed 2014-06-01)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

Lodge St. John No 84 Charitable Trust

CC32380Mosgiel, MosgielRegistered 30 Jun 2008
Data updated: 2 days ago
Financials11mo agoRating3d ago

Financial data as at October 2025. 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

$54.4K

Expenses

$4.0K

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

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
Social ServicesArts & CultureReligionCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust is established to carry out such charitable, relief of poverty, religious, cultural, philanthropic purposes and other activities that are beneficial to the community in general and Taieri community in particular

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$54.4K
Total Expenses
$4.0K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3022.7mo
Could operate 3022.7 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 276 peers · Social Services · Under $100K

Rating Score
74
#13/277
Revenue
$54K
#57/277
Reserve Months
3022.7
#1/277
Surplus
$50K
#5/277
Staff Cost %
0%
#1/277

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

Rating History

B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2024
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
Mosgiel, Mosgiel

Registration

Registration NumberCC32380
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open space

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.