Waikato Lyceum Charitable Trust — Social Services Charity in Hamilton

Waikato Lyceum Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: 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.

Registration Number
CC47225
Charity Type
Charitable Trust
Registration Date
2011-08-04
Status
Active
CharityData Rating
B (76.8/100)
Sector
Social Services
Location
Hamilton, Hamilton
Email
lyceum.waikato1926@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Other charities, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Reserve Months
95.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.1M-
2025$0.2M$0.1M-
2024$0.2M$0.0M-
2023$0.0M$0.1M$1.5M
2022$0.0M$0.1M$1.5M
2021$0.3M$0.0M$1.6M
2020$0.0M$0.1M$0.6M
2019$0.1M$0.1M$1.5M
2018$0.1M$0.1M$1.4M
2017$0.1M$0.1M$1.4M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Susanne Saunders — Trustee
  • Pam Lowry — Trustee
  • Ella Scheepers — Trustee (departed 2024-03-31)
  • Noeline Hussey — Trustee
  • Anne Bennett — Chair
  • Margaret Brewerton — Secretary/treasurer
  • Jennifer Thompson — Trustee (departed 2017-06-16)
  • Joan Miller — Trustee (departed 2020-07-24)
  • Romola Donaldson — Trustee (departed 2016-06-24)
  • Maureen Blake — Trustee (departed 2017-06-23)
  • Valerie Pollock — Trustee (departed 2021-06-25)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

Waikato Lyceum Charitable Trust

CC47225Hamilton, HamiltonRegistered 4 Aug 2011
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$153.6K

Expenses

$85.5K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSocial ServicesArts & CultureCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Waikato

About

Mission

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.

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$153.6K
Total Expenses
$85.5K
Net Assets
-

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
14.8mo
Could operate 14.8 months with zero revenue
Healthy
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

40
Score /100
Concentrated
HHI: 6,049
Investment Income72.9%
Donations27.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 169 peers · Social Services · $100K – $1M

Rating Score
77
#11/170
Revenue
$154K
#135/170
Reserve Months
95.3
#1/170
Surplus
$68K
#40/170
Staff Cost %
0%
#1/170

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
7 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC47225
Entity TypeCharitable Trust
Registered4 Aug 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Jul 2011
Registered office
745 Peacocke Road, RD 2, Hamilton

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsMakes 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.