The Waterloo Foundation ("Trust") — Education Charity in Auckland
The Waterloo Foundation ("Trust") is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: Our purposes are: (a) the advancement of education in the arts (b) the advancement of eduction in medicine and health sciences
- Registration Number
- CC55199
- Charity Type
- Charitable Trust
- Registration Date
- 2017-08-17
- Status
- Active
- CharityData Rating
- B+ (82.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | $0.0M |
| 2025 | $0.4M | $0.7M | $0.0M |
| 2024 | $0.3M | $0.1M | $0.2M |
| 2023 | $0.2M | $0.1M | $0.0M |
| 2022 | $0.0M | $0.1M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82.5/100
- Financial Score
- 90
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Kriselle Baker | Chair | 2017-08-17 |
| Richard Douglas | Trustee | 2017-08-17 |
| Georgina Cook | Trustee | 2017-06-27 |
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
The Waterloo Foundation ("Trust")
Financial data as at March 2026. Sourced from Charities Services register.
$70.0K
$70.5K
$1.0K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Our purposes are: (a) the advancement of education in the arts (b) the advancement of eduction in medicine and health sciences
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 294 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B+Is this your charity?
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Sector & Activities
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.
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