The University of Waikato Foundation — Education Charity in Hamilton
The University of Waikato Foundation is a Trust charity in the Education sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. Annual revenue: $3.5M NZD. Financial data as at December 2023.
Mission: To provide fundraising services for the benefit of the University of Waikato and for the promotion of education in its widest sense.
- Registration Number
- CC29545
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Hamilton, Hamilton
- foundation@waikato.ac.nz
- Funder Status
- Grant-making charity (university_foundation)
- Data as at
- December 2023
Beneficiaries: Children / young people, Other - All
Financial Summary
- Total Revenue
- $3.5M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $15.4M NZD
- Net Assets
- $15.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2023-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2023 | $3.5M | $0.1M | $15.2M |
| 2022 | $1.8M | $1.7M | $13.2M |
| 2021 | $4.6M | - | $14.2M |
| 2020 | $1.7M | $0.1M | $10.6M |
| 2019 | $2.2M | $0.0M | $9.6M |
| 2018 | $1.8M | $0.0M | $8.6M |
| 2017 | $2.5M | $0.0M | $7.4M |
| 2016 | $2.5M | $0.0M | $5.9M |
| 2015 | $1.6M | $0.0M | $5.0M |
| 2014 | $2.3M | $0.0M | $4.1M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Kevin Bowler | Trustee | 2023-10-03 |
| Dr Andrew Smith | Chair | 2022-01-01 |
| Sir Paul Adams | Trustee | 2021-04-19 |
| Susan Hassall | Trustee | 2016-06-29 |
Former Officers (23)
- Kerst Stelwagen — Trustee (departed 2018-11-03)
- Neil Quigley — Trustee (departed 2018-12-02)
- Jennifer Scoular — Trustee (departed 2019-03-07)
- John Matheson — Trustee (departed 2018-11-22)
- Glen Hughes — Trustee (departed 2018-06-07)
- Greg Delany — Trustee (departed 2016-07-31)
- Michael Jackson — Trustee (departed 2018-11-23)
- Richard Rowley — Trustee (departed 2015-01-14)
- Jonathan Tanner — Trustee (departed 2015-05-25)
- Dave Williams — Trustee (departed 2011-06-13)
- Mark Donovan — Trustee (departed 2012-04-23)
- Patrick Peoples — Trustee (departed 2017-12-13)
- Michael Crawford — Chair (departed 2021-12-31)
- John Revington — Trustee (departed 2012-11-19)
- Adrienne von Tunzelmann — Trustee (departed 2013-12-02)
- Adrienne Von Tunzelkann — Trustee (departed 2009-06-29)
- Ken Williamson — Trustee (departed 2020-12-31)
- Jim Bolger — Trustee (departed 2018-12-31)
- Sharon Taylor — Trustee (departed 2010-05-23)
- Alastair Calder — Deputy Chair (departed 2013-12-02)
Reporting Group Members
The University of Waikato Foundation files a consolidated Annual Return jointly with 5 sibling charities:
- University Of Waikato
- The University Of Waikato Research Trust
- WaikatoLink Limited
- iEngagEd Limited
- The Students Campus Building Fund Trust
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The University of Waikato Foundation
Financial data as at December 2023. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$3.5M
$63.8K
$15.4M
Financial data from Charities Services annual return (FY2023). 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.
Related Charities
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 fundraising services for the benefit of the University of Waikato and for the promotion of education in its widest sense.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 28 September 2026.
Reporting Group — Consolidated Annual Return
The University of Waikato Foundation is one of 6 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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