Lote Tree Trust — Community Development Charity in Auckland

Lote Tree Trust is a Charitable Trust charity in the Community Development sector, based in Auckland, Auckland. CharityData rates this charity A (92.5/100). Annual revenue: $2.1M NZD. Financial data as at March 2025.

Mission: The purpose of promoting and advancing education and learning within New Zealand by developing locally relevant traditionally Islamic curriculum and in particular and without limiting the words "advancement" and "education", the provision of promoting a better understanding of the values of Islam.

Registration Number
CC52495
Charity Type
Charitable Trust
Registration Date
2015-07-11
Status
Active
CharityData Rating
A (92.5/100)
Sector
Community Development
Location
Auckland, Auckland
Website
https://lotetree.nz/
Email
admin@lotretree.nz
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, General public, Other charities, People of a certain ethnic / racial origin, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$2.1M NZD
Total Expenses
$1.0M NZD
Total Assets
$3.1M NZD
Net Assets
$1.7M NZD
Reserve Months
6.6 months of operating expenses
Staff Count
16
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.1M$1.0M$1.7M
2024$0.8M$0.5M$0.7M
2023$0.4M$0.6M$0.4M
2022$0.6M$0.3M$0.6M
2021$0.2M$0.2M$0.2M
2020$0.1M$0.1M-
2019$0.1M$0.0M$0.1M
2018$0.0M$0.0M-
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Jafar AhmedTrustee2021-08-30
Shakeel QureshiTrustee2021-08-30
Sharifah MussaTreasurer2021-08-30
Haamid BenfayedChair2015-04-30
Soraiya DaudTrustee2015-04-30
Razia BenfayedTrustee2015-04-30

Former Officers (5)

  • Aashif Sacha — Trustee (departed 2024-10-18)
  • Ahmad Dadabhai — Trustee (departed 2025-05-05)
  • Suhayb Booth — Trustee (departed 2018-04-11)
  • Mohammed Khan — Trustee (departed 2022-04-23)
  • Waseema Ahmed — Trustee (departed 2021-02-17)

Similar Charities in Community Development

Lote Tree Trust logo
Community DevelopmentCharitable Trust

Lote Tree Trust

CC52495Auckland, AucklandRegistered 11 Jul 2015
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$2.1M

Expenses

$1.0M

Assets

$3.1M

Staff

16

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

About

Mission

The purpose of promoting and advancing education and learning within New Zealand by developing locally relevant traditionally Islamic curriculum and in particular and without limiting the words "advancement" and "education", the provision of promoting a better understanding of the values of Islam.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOther charitiesPeople of a certain ethnic / racial originReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$2.1M
Total Expenses
$1.0M
Net Assets
$1.7M
Staff
16
employees

Financial Trends

Financial Trends (10 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.6mo
Could operate 6.6 months with zero revenue
Healthy
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

27
Score /100
Highly Concentrated
HHI: 7,326
High Concentration: 84% of revenue from Other
Other84.1%
Donations15.9%

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

Peer Comparison

Ranked against 52 peers · Community Development · $1M – $10M

Rating Score
93
#1/53
Revenue
$2.1M
#36/53
Reserve Months
6.6
#1/53
Surplus
$1.1M
#17/53
Staff Cost %
21%
#53/53

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

Rating History

A
2025
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Latest Audit

FY2025
Qualified
5 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC52495
Entity TypeCharitable Trust
Registered11 Jul 2015
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Apr 2015
Registered office
431 Hillsborough Road, Hillsborough, Auckland

Sector & Activities

Primary Sector
Community Development
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides religious services / activitiesProvides services (e.g. care / counselling)

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: 3 October 2026.