# The Waipu Caledonian Society Incorporated

**Charities Register number:** CC60415
**Status:** Registered
**Registered since:** 2022-08-16
**Sector:** Arts & Culture
**ICNPO group:** Culture and Recreation
**Region:** Waipu
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Society exists to foster, promote and encourage continuance of our Scottish Heritage through promotion of culture, music, arts and activities; Encouraging links with Scottish heritage groups; holding Highland gatherings; managing and promoting facilities and lands within the Caledonian Park, Waipu

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-03-31)

- **Total revenue:** NZ$142k
- **Total expenses:** NZ$136k
- **Surplus / deficit:** NZ$6k
- **Total assets:** NZ$120k
- **Total liabilities:** NZ$6k
- **Net assets:** NZ$114k
- **Cash reserves:** NZ$88k
- **Government grants:** NZ$32k (22.7% of revenue)
- **Donations:** NZ$34k
- **Staff costs:** NZ$10k
- **Paid staff:** 1
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fc1c3adb-922d-f111-bb51-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-03-31 | NZ$142k | NZ$136k | NZ$6k | NZ$114k |
| 2025-03-31 | NZ$154k | NZ$172k | NZ$-18k | NZ$108k |
| 2024-03-31 | NZ$149k | NZ$175k | NZ$-26k | NZ$126k |
| 2023-03-31 | NZ$164k | NZ$130k | not disclosed | NZ$152k |

## Governance

- **Officers on the register:** 9 current (14 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60415) and on the charity's profile page.

## Disclosed funders

- **Oxford Sports Trust** (foundation) — NZ$2k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-26
- Financials: last updated 2026-09-13
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-waipu-caledonian-society-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-waipu-caledonian-society-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-waipu-caledonian-society-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60415

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-waipu-caledonian-society-incorporated. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T18:48:47.940Z.