Otumoetai Lions Taiwan Education Trust — Education Charity in Tauranga
Otumoetai Lions Taiwan Education Trust is a Charitable Trust charity in the Education sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: To provide scholarships to students in Tauranga wishing to attend university or tertiary education suppliers where the student does not hsve the financial resources available.
- Registration Number
- CC35081
- Charity Type
- Charitable Trust
- Registration Date
- 2008-11-23
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Education
- Location
- Tauranga, Tauranga
- yuhmingwu@xtra.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 1024.7 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | $0.1M |
| 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
- B-
- Overall Score
- 73.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Barry Roberts | Trustee | 2021-06-30 |
| Robert Miller | Trustee | 2016-07-01 |
| Sing-Yuh Liao | Trustee | 1998-01-17 |
| Yuh Wu | Chair | 1998-01-17 |
Former Officers (15)
- Lionel Raven — Trustee (departed 2023-03-31)
- Michael Thomson — Trustee (departed 2021-06-30)
- David Collis — Trustee (departed 2020-03-31)
- Nigel Hansen — Trustee (departed 2016-12-31)
- Raymond BOND — Trustee (departed 2016-08-01)
- Margaret Helen Gill — Trustee (departed 2017-06-30)
- Alan Scholfield — Trustee (departed 2016-08-01)
- Kevin Jagusch — Trustee (departed 2013-08-26)
- Kelly Cotter — Trustee (departed 2015-07-15)
- Haralambos Kiriakidis — Trustee (departed 2012-09-30)
- David Kershaw — Trustee (departed 2012-06-30)
- Philip Newton — Trustee (departed 2011-06-30)
- Harry Kiriakidis — Trustee (departed 2008-10-20)
- Trevor Carr — Secretary/treasurer (departed 2016-06-30)
- Pei-Chu Shih — Trustee (departed 2014-06-30)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Otumoetai Lions Taiwan Education Trust
Financial data as at March 2026. Sourced from Charities Services register.
$6.1K
$51
Financial data from Charities Services annual return (FY2026). 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
To provide scholarships to students in Tauranga wishing to attend university or tertiary education suppliers where the student does not hsve the financial resources available.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Financial 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 289 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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Registration
Companies Office
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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