{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Estate of Charles William Schultz","slug":"estate-of-charles-william-schultz","charities_register_number":"CC24348","nzbn":null,"status":"registered","registration_date":"2008-05-13","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Religion","icnpo_group":"Religion","region":"Wellington CBD","city":"Wellington CBD","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The two income beneficiaries of the Estate of CW Schultz (The Hauraki Plains Co-operating Parish and the Ngatea Methodist Trust) entered into a deed dated 2 September 2010 whereby the Ngatea Methodist Trust directed that any surplus income derived by the estate be paid to the Hauraki Plains Co-operating Parish until they advise to the contrary in writing. On 30 July 2020 the Hauraki Plains Co-operating Parish and the Ngatea Methodist Trust entered into a deed whereby the Hauraki Plains Co-operating Parish directed that any surplus income derived by the Estate of CW Schultz to now be paid to the Ngatea Methodist Trust until they advise to the contrary, in writing, to use at their discretion.","mission":"The two income beneficiaries of the Estate of CW Schultz (The Hauraki Plains Co-operating Parish and the Ngatea Methodist Trust) entered into a deed dated 2 September 2010 whereby the Ngatea Methodist Trust directed that any surplus income derived by the estate be paid to the Hauraki Plains Co-operating Parish until they advise to the contrary in writing. On 30 July 2020 the Hauraki Plains Co-operating Parish and the Ngatea Methodist Trust entered into a deed whereby the Hauraki Plains Co-operating Parish directed that any surplus income derived by the Estate of CW Schultz to now be paid to the Ngatea Methodist Trust until they advise to the contrary, in writing, to use at their discretion."},"rating":{"rated":true,"grade":"C+","score":69,"score_scale":"0-100","financial_score":75,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-05-31","total_revenue_nzd":648359,"total_expenses_nzd":537188,"surplus_deficit_nzd":111171,"total_assets_nzd":7380459,"total_liabilities_nzd":45147,"net_assets_nzd":7335312,"cash_reserves_nzd":601805,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=45c6e54a-885d-f111-bb53-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-05-31","total_revenue_nzd":648359,"total_expenses_nzd":537188,"surplus_deficit_nzd":111171,"net_assets_nzd":7335312,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=45c6e54a-885d-f111-bb53-0022480ffcd1&isPublic=true"},{"year_ended":"2025-05-31","total_revenue_nzd":668538,"total_expenses_nzd":365993,"surplus_deficit_nzd":302545,"net_assets_nzd":6983097,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2ea4f11c-b63e-f011-bb43-0022480ffcd1&isPublic=true"},{"year_ended":"2024-05-31","total_revenue_nzd":519432,"total_expenses_nzd":519620,"surplus_deficit_nzd":-188,"net_assets_nzd":6514063,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3b931eab-e41f-ef11-bb31-000d3acc4199&isPublic=true"},{"year_ended":"2023-05-31","total_revenue_nzd":539622,"total_expenses_nzd":343988,"surplus_deficit_nzd":null,"net_assets_nzd":6481123,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4cd63ff5-4900-ee11-bb20-000d3acc4199&isPublic=true"},{"year_ended":"2022-05-31","total_revenue_nzd":516910,"total_expenses_nzd":501835,"surplus_deficit_nzd":null,"net_assets_nzd":6285490,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6235270b-79e1-ec11-bb14-0022480ffcd1&isPublic=true"},{"year_ended":"2021-05-31","total_revenue_nzd":435907,"total_expenses_nzd":465353,"surplus_deficit_nzd":null,"net_assets_nzd":6270416,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cf2a7c42-a7c2-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-05-31","total_revenue_nzd":420850,"total_expenses_nzd":551801,"surplus_deficit_nzd":null,"net_assets_nzd":6299861,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=48b92990-d5a3-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-05-31","total_revenue_nzd":403566,"total_expenses_nzd":416061,"surplus_deficit_nzd":null,"net_assets_nzd":6430812,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=316691e7-3a84-e911-a637-00155d6b7730&isPublic=true"},{"year_ended":"2018-05-31","total_revenue_nzd":408587,"total_expenses_nzd":391392,"surplus_deficit_nzd":null,"net_assets_nzd":6443308,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d9166970-6965-e811-804c-00155d6b7730&isPublic=true"},{"year_ended":"2017-05-31","total_revenue_nzd":379745,"total_expenses_nzd":267337,"surplus_deficit_nzd":null,"net_assets_nzd":6426112,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3d401315-86d4-e711-a67f-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/estate-of-charles-william-schultz","markdown":"https://charitydata.co.nz/api/v1/charities/estate-of-charles-william-schultz/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/estate-of-charles-william-schultz/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24348","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T17:28:30.150Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}