William Lomis Cox Memorial Scholarship Fund — Education Charity in Wellington
William Lomis Cox Memorial Scholarship Fund is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: The Charitable Trust was set up to pay an income in perpetuity to provide Scholarships for students from the Whakatane region, who wish to train as teachers, with an emphasis on the study of social science subjects.
- Registration Number
- CC27255
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Wellington, Wellington
- Funder Status
- Grant-making charity (endowment)
- Data as at
- March 2026
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2026-03-16
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | - |
| 2025 | $0.1M | $0.0M | - |
| 2024 | $0.1M | $0.0M | - |
| 2023 | $0.1M | $0.0M | - |
| 2022 | $0.1M | $0.0M | - |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.0M | $1.9M |
| 2019 | $0.1M | $0.0M | - |
| 2018 | $0.0M | $0.1M | $1.8M |
| 2017 | $0.0M | $0.0M | - |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Public Trust | Trustee | 1950-05-13 |
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
William Lomis Cox Memorial Scholarship Fund
Financial data as at March 2026. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$66.7K
$83.2K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Charitable Trust was set up to pay an income in perpetuity to provide Scholarships for students from the Whakatane region, who wish to train as teachers, with an emphasis on the study of social science subjects.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 329 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 History
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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. Last updated: 28 September 2026.
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