The University Of Waikato Research Trust — Education Charity in Hamilton
The University Of Waikato Research Trust is a Trust charity in the Education sector, based in Hamilton, Hamilton. Annual revenue: $2.1M NZD. Financial data as at December 2023.
Mission: The Trust was set up in December 2007 to provide for the advancement of education and academic research at the University of Waikato.
- Registration Number
- CC36613
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Hamilton, Hamilton
- rachel.mckay@waikato.ac.nz
- Data as at
- December 2023
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $2.1M NZD
- Total Expenses
- $2.2M NZD
- Total Assets
- $13.3M NZD
- Net Assets
- $13.3M 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 | $2.1M | $2.2M | $13.3M |
| 2022 | $1.3M | $1.9M | $13.4M |
| 2021 | $3.4M | $1.9M | $14.0M |
| 2020 | $1.8M | $2.2M | $12.5M |
| 2019 | $2.4M | $2.1M | $12.9M |
| 2018 | $2.8M | $2.3M | $12.6M |
| 2017 | $2.1M | $2.1M | $12.0M |
| 2016 | $1.8M | $2.3M | $11.9M |
| 2015 | $1.6M | $2.6M | $12.5M |
| 2014 | $1.4M | $2.1M | $13.5M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Iain White | Trustee | 2025-01-01 |
| Gary Wilson | Trustee | 2025-01-01 |
| James Mercer | Trustee | 2022-06-09 |
Former Officers (13)
- Professor Bryony James — Trustee (departed 2024-12-31)
- Don Klinger — Trustee (departed 2024-12-31)
- Simon Lovatt — Trustee (departed 2021-06-15)
- Allison Kirkman — Trustee (departed 2019-10-12)
- Neil Quigley — Trustee (departed 2021-06-15)
- Duncan Mackintosh — Trustee (departed 2016-03-31)
- Bruce Clarkson — Trustee (departed 2015-10-01)
- David McCall — Trustee (departed 2020-05-13)
- Mark Apperley — Trustee (departed 2019-12-31)
- Robert Pringle — Trustee (departed 2008-05-05)
- Raymond McNickle — Trustee (departed 2010-02-14)
- Roy Crawford — Trustee (departed 2014-12-31)
- Alister Jones — Trustee (departed 2011-08-17)
Reporting Group Members
The University Of Waikato Research Trust files a consolidated Annual Return jointly with 5 sibling charities:
- University Of Waikato
- The University of Waikato Foundation
- WaikatoLink Limited
- iEngagEd Limited
- The Students Campus Building Fund Trust
Similar Charities in Education
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- 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 Research Trust
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 →$2.1M
$2.2M
$13.3M
Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
Related Charities
About
The Trust was set up in December 2007 to provide for the advancement of education and academic research at the University of Waikato.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
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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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: 29 September 2026.
Reporting Group — Consolidated Annual Return
The University Of Waikato Research Trust 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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