# Waikato Lyceum Charitable Trust

**Charities Register number:** CC47225
**Status:** Registered
**Registered since:** 2011-08-04
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Hamilton
**NZBN:** 9429043147380
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To make donations to incorporated charitable organisations proving community service preferable to the City of Hamilton including but not limited to - Donations for educational, Medical, and scientific research; grants to community organisations providing cultural and artistic benefits to the city of Hamilton; community organisations providing welfare and care to the aged, infirm, or disadvanatged citizens in the community; rescue and other services devoted to saving lives.

## CharityData rating

- **Grade:** B (76.8 / 100)
- **Financial health:** 77.5/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

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$154k
- **Total expenses:** NZ$86k
- **Surplus / deficit:** NZ$68k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$106k
- **Donations:** NZ$42k
- **Staff costs:** NZ$0
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d64c0fb6-912d-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$154k | NZ$86k | NZ$68k | not disclosed |
| 2025-03-31 | NZ$172k | NZ$70k | NZ$101k | not disclosed |
| 2024-03-31 | NZ$159k | NZ$33k | NZ$125k | not disclosed |
| 2023-03-31 | NZ$38k | NZ$95k | not disclosed | NZ$1.49M |
| 2022-03-31 | NZ$35k | NZ$133k | not disclosed | NZ$1.55M |
| 2021-03-31 | NZ$252k | NZ$39k | not disclosed | NZ$1.64M |
| 2020-03-31 | NZ$46k | NZ$102k | not disclosed | NZ$560k |
| 2019-03-31 | NZ$121k | NZ$61k | not disclosed | NZ$1.49M |
| 2018-03-31 | NZ$96k | NZ$86k | not disclosed | NZ$1.43M |
| 2017-03-31 | NZ$118k | NZ$62k | not disclosed | NZ$1.42M |

## Governance

- **Officers on the register:** 5 current (11 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47225) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-11-01
- Financials: last updated 2026-10-04
- Rating: computed 2026-10-01
- This document generated: 2026-11-12

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/waikato-lyceum-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/waikato-lyceum-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/waikato-lyceum-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47225

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/waikato-lyceum-charitable-trust. 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 2026-11-12T10:02:43.803Z.