Waikato Diocesan School Foundation — Education Charity in Hamilton

Waikato Diocesan School Foundation is a Charitable Trust charity in the Education sector, based in Hamilton, Hamilton. CharityData rates this charity C+ (66.2/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: To provide funds for resources and facilities for the advancement of education at Waikato Diocesan School for Girls

Registration Number
CC22653
Charity Type
Charitable Trust
Registration Date
2008-04-07
Status
Active
CharityData Rating
C+ (66.2/100)
Sector
Education
Location
Hamilton, Hamilton
Email
rstoddart@wdsg.school.nz
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
45.7 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M$0.6M
2024$0.5M$0.0M$0.6M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.1M$0.1M
2018$0.0M$0.1M$0.2M
2017$0.0M$0.1M$0.2M
2016$0.0M$0.1M$0.3M

CharityData Rating

Overall Grade
C+
Overall Score
66.2/100
Financial Score
81
Governance Score
65
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Catriona FindlayTrustee2026-08-26
Angee RobertsonTrustee2025-10-06
Anne MillsTrustee2024-05-29
Anna SinclairTrustee2024-05-29
Craig BlomfieldTrustee2024-05-29

Former Officers (15)

  • Sonya Noble — Trustee (departed 2026-02-24)
  • Mary Curran — Trustee (departed 2024-12-31)
  • Alan Chew — Trustee (departed 2023-05-30)
  • Andrea Groves — Trustee (departed 2022-09-26)
  • Joanne Rickman — Trustee (departed 2022-06-26)
  • Jeffrey Lukin — Trustee (departed 2022-06-26)
  • Michael Crawford — Trustee (departed 2016-02-24)
  • Micheal Crawford — Trustee (departed 2011-06-29)
  • Kenneth Williamson — Trustee (departed 2014-08-19)
  • Gillian Mary Simpson — Trustee (departed 2007-12-14)
  • Debbie Stevens — Trustee (departed 2008-09-22)
  • Gillian May Spry — Trustee (departed 2013-09-30)
  • Donald Hallyburton Johnstone — Trustee (departed 2014-04-08)
  • Mark Edwin Peacocke — Trustee (departed 2010-09-22)
  • Vicky McLennan — Trustee (departed 2017-05-30)

Similar Charities in Education

EducationCharitable Trust

Waikato Diocesan School Foundation

CC22653Hamilton, HamiltonRegistered 7 Apr 2008
Data updated: 3 days ago
Financials9mo agoRating4d ago

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

C+
66/100
Financial
81
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 5. 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

$82.8K

Expenses

$28.3K

Assets

$631.0K

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

1 red flag identified- Review the Rating tab for details

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.

About

Mission

To provide funds for resources and facilities for the advancement of education at Waikato Diocesan School for Girls

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$82.8K
Total Expenses
$28.3K
Net Assets
$614.0K

Financial Trends

Financial Trends (18 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
45.7mo
Could operate 45.7 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

31
Score /100
Concentrated
HHI: 6,947
High Concentration: 81% of revenue from Donations
Donations81.2%
Investment Income18.8%

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

Rating Score
66
#39/290
Revenue
$83K
#10/290
Reserve Months
45.7
#1/290
Surplus
$55K
#1/290
Staff Cost %
0%
#1/290

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

Rating History

C+
2025
Score: 66.2
Financial: 81 | Governance: 65 | Transparency: 65
Current
B-
2024
Score: 73.4
Financial: 77 | Governance: 65 | Transparency: 65

Rating

C+
Score: 66.2/100
Financial
81
Governance
65
Transparency
65
Why this grade: Financial 81 × 40% + Governance 65 × 60% = 71 → 66 after red-flag penalties → C+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC22653
Entity TypeCharitable Trust
Registered7 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 Mar 2010
Registered office
660 River Road, Chartwell, Hamilton

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)

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: 5 October 2026.