Waipu Caledonian Charitable Trust — Education Charity in Waipu
Waipu Caledonian Charitable Trust is a Trust charity in the Education sector, based in Waipu, Waipu. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To provide an educational and interaction facility between with the community in stengthening and continuting a Scottish culture and blending this with a NZ culture with the Highland Games and other Highland activities.
- Registration Number
- CC48177
- Charity Type
- Trust
- Registration Date
- 2012-04-20
- Status
- Active
- CharityData Rating
- C+ (65.5/100)
- Sector
- Education
- Location
- Waipu, Waipu
- Website
- http://www.highlandgames.co.nz
- celticbarnwaipu@gmail.com
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 8.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | $3.3M |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.1M | $0.0M | - |
| 2018 | $0.0M | $0.1M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | $3.2M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 65.5/100
- Financial Score
- 70
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (13)
- Gavin Carroll — Treasurer
- Edwin Hart — Trustee
- Amanda Ellis — Trustee
- Timothy Dower — Treasurer (departed 2025-03-08)
- Paul Wickham — Trustee
- Gordon Walker — Trustee
- Anne Everson-Dawn — Trustee
- Bruce Mathson — Trustee (departed 2024-03-08)
- Stuart Sim — Trustee (departed 2020-07-01)
- Peter Ferguson — Trustee
- Donald Ewen — Trustee
- Donald Fraser — Trustee (departed 2020-07-01)
- Richard Guy — Trustee (departed 2022-07-31)
Funding Sources
- Grassroots Trust Limited — $16,000
- Pub Charity Limited — $6,149
- Oxford Sports Trust — $2,000
Similar Charities in Education
- Christ's College Canterbury — Education
- Pukekohe Christian School Trust — Education
- IPENZ Foundation — Education
- Sathya Sai Preschool Rongomai — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
Waipu Caledonian Charitable Trust
CC48177Waipu, WaipuRegistered 20 Apr 2012
Data updated: 2 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 2025. Sourced from Charities Services register.
Financial
70
Governance
55
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.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
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.
Revenue
$86.7K
Expenses
$87.5K
Staff
1
Financial data from Charities Services annual return (FY2025). 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.
Funding Sectors
EducationArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide
About
Mission
To provide an educational and interaction facility between with the community in stengthening and continuting a Scottish culture and blending this with a NZ culture with the Highland Games and other Highland activities.
Key Statistics
Annual Revenue
$86.7K
Total Expenses
$87.5K
Net Assets
-
Staff
1
employees
Volunteers
0
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
3.5mo
Could operate 3.5 months with zero revenue
Low reserves
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
9
Score /100
Highly Concentrated
HHI: 9,068
High Concentration: 95% of revenue from Other
Other95.1%
Investment Income4.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 325 peers · Education · Under $100K
Rating Score
66
Revenue
$87K
Reserve Months
8.0
Surplus
$-764
Staff Cost %
15%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC48177
Entity TypeTrust
Registered20 Apr 2012
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Oct 2011
Registered office
39 The Centre Waipu 0510, Waipu
Sector & Activities
Primary Sector
EducationData 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 May 2026.
Similar Charities in Education
Other Education charities ranked by overall score