William J Hogg Upper Waitaki Scholarship TrustEducation Charity in Oamaru

William J Hogg Upper Waitaki Scholarship Trust is a Trust charity in the Education sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: To support students from the Upper Waitaki boarding at Waitaki Girls' and Waitaki Boys' High Schools

Registration Number
CC21568
Charity Type
Trust
Registration Date
2008-03-04
Status
Active
Sector
Education
Location
Oamaru, Oamaru
Email
bm@waitakibhs.school.nz
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Stacey HayesTrustee2025-11-01
Nicholas WebsterTrustee2024-12-31
Craig StoboTrustee2009-08-07

Former Officers (18)

  • Kirsti BroadTrustee (departed 2025-10-31)
  • Rebecca O'SullivanTrustee (departed 2024-12-31)
  • Paul EdmondstonTrustee (departed 2024-12-31)
  • Angela SlemintTreasurer (departed 2023-09-07)
  • Sally GrantNominated Signatory (departed 2023-09-07)
  • Andrea LudemannTrustee (departed 2023-04-30)
  • Susan de GeestTrustee (departed 2023-04-30)
  • Lyndon McLayTrustee (departed 2019-06-05)
  • Darryl PatersonWaitaki Boys High School Rector (departed 2023-09-07)
  • Craig SmithTrustee (departed 2019-07-02)
  • Nicola HornseyTrustee (departed 2017-01-28)
  • Sandra BallantyneTrustee (departed 2017-02-23)
  • Garry McLeodTrustee (departed 2014-09-30)
  • William WrightTrustee (departed 2013-05-31)
  • Walter Rodney BidoisTrustee (departed 2009-02-10)
  • Michael SandriTrustee (departed 2013-05-31)
  • Martin HawesChair (departed 2009-12-31)
  • William John HoggTrustee (departed 2009-11-21)

Similar Charities in Education

FunderEducationTrustEndowment

William J Hogg Upper Waitaki Scholarship Trust

CC21568Oamaru, OamaruRegistered 4 Mar 2008
Data updated: 1 Sept 2026
Financials8mo agoRating10h ago

Financial data as at December 2025. Sourced from Charities Services register.

NR
Not ratedCharity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$18.5K

Expenses

$12.8K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

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

Funding Sectors
Education
Beneficiaries
Women
Geographic Focus
Nationwide

About

Mission

To support students from the Upper Waitaki boarding at Waitaki Girls' and Waitaki Boys' High Schools

Key Statistics

Annual Revenue
$18.5K
Total Expenses
$12.8K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
77.9mo
Could operate 77.9 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 277 peers · Education · Under $100K

Rating Score
0
#34/278
Revenue
$19K
#160/278
Reserve Months
0.0
#1/278
Surplus
$6K
#80/278
Staff Cost %
0%
#1/278

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Oamaru, Oamaru

Registration

Registration NumberCC21568
Entity TypeTrust
Registered4 Mar 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 12 September 2026.