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Charity Summary

This is the charity information for: The University Of Waikato Research Trust.

Charity Details

Legal name of the Charity:

The University Of Waikato Research Trust

Registration number:

CC36613

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

30/06/2008

Balance Date:

December 31

This charity is a member of the group called:

University of Waikato Group

Address for service

Charity's Postal Address:

Private Bag 3105

Waikato Mail Centre

Hamilton

3240

Charity's Street Address:

B BLOCK

5 Hillcrest Road

Hillcrest

Hamilton

3216

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC36613

Group Members

Below are all the members of University of Waikato Group. Click into the individual members below to view their charity summary.

Member Charities
iEngagEd Limited
The Students Campus Building Fund Trust
The University of Waikato Foundation
The University Of Waikato Research Trust
University Of Waikato

Purpose & Structure

Charitable Purpose

The Trust was set up in December 2007 to provide for the advancement of education and academic research at the University of Waikato.

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Sponsors / undertakes research

Research Trust

Sectors:

Other (please state)

(Research Trust), Education / training / research

Beneficiaries:

Other (please state)

(University Of Waikato)

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Controlled by:

University Of Waikato

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Please note: This charity is a member of a Group which submits Consolidated Annual Returns. To view these Annual Returns on the Group Summary click here. Any Annual Returns listed below were submitted when this charity was a single entity.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
31/12/2025	30/06/2026	Member of 'University of Waikato Group' group - click here to view Annual Return
31/12/2024	30/06/2025	Member of 'University of Waikato Group' group - click here to view Annual Return
31/12/2023	30/06/2024	28/07/2025	$2,080,000	$2,151,000	Included in Annual Return
31/12/2022	30/06/2023	30/06/2023	$1,339,000	$1,923,000	Included in Annual Return
31/12/2021	30/06/2022	23/06/2022	$3,386,000	$1,863,000	Included in Annual Return
31/12/2020	30/06/2021	29/06/2021	$1,794,000	$2,210,000	Included in Annual Return
31/12/2019	30/06/2020	18/06/2020	$2,418,000	$2,109,000	Included in Annual Return
31/12/2018	30/06/2019	25/06/2019	$2,797,000	$2,256,000	Included in Annual Return
31/12/2017	30/06/2018	27/06/2018	$2,129,000	$2,052,000	Included in Annual Return
31/12/2016	30/06/2017	22/06/2017	$1,756,000	$2,334,000	Included in Annual Return
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Officer Details

Officers

Officer Name	Position	Effective Date
Gary Wilson	Trustee	1/01/2025
Iain White	Trustee	1/01/2025
James Frank Eric Mercer	Trustee	9/06/2022

Past Officers

Officer Name	Position	Past Since
Bryony Joanne James	Trustee	31/12/2024
Don Albert Klinger	Trustee	31/12/2024
Iain Christopher White	Trustee	15/06/2021
Neil Clayton Quigley	Trustee	15/06/2021
Simon Lovatt	Trustee	15/06/2021
David McCall	Trustee	13/05/2020
Mark Apperley	Trustee	31/12/2019
Allison Kirkman	Trustee	12/10/2019
Duncan George Mackintosh	Trustee	31/03/2016
Bruce Clarkson	Trustee	1/10/2015
1

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.

Date Created	Reference	View Summary (.pdf <1MB)
23/06/2022	NOC020
18/06/2020	NOC016
26/04/2017	NOC011
26/04/2017	NOC010
16/03/2017	NOC009
9/03/2017	NOC008
24/06/2016	NOC007
31/03/2015	NOC006
17/10/2011	NOC003
7/05/2010	NOC002
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Charity Documents

Date Uploaded	Document Type	Reference Name