# Estate of Charles William Schultz

**Charities Register number:** CC24348
**Status:** Registered
**Registered since:** 2008-05-13
**Sector:** Religion
**ICNPO group:** Religion
**Region:** Wellington CBD
**IRD donee status:** yes — donations may qualify for a tax credit

## 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.

## CharityData rating

- **Grade:** C+ (69.0 / 100)
- **Financial health:** 75/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-05-31)

- **Total revenue:** NZ$648k
- **Total expenses:** NZ$537k
- **Surplus / deficit:** NZ$111k
- **Total assets:** NZ$7.38M
- **Total liabilities:** NZ$45k
- **Net assets:** NZ$7.34M
- **Cash reserves:** NZ$602k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=45c6e54a-885d-f111-bb53-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-05-31 | NZ$648k | NZ$537k | NZ$111k | NZ$7.34M |
| 2025-05-31 | NZ$669k | NZ$366k | NZ$303k | NZ$6.98M |
| 2024-05-31 | NZ$519k | NZ$520k | NZ$-188 | NZ$6.51M |
| 2023-05-31 | NZ$540k | NZ$344k | not disclosed | NZ$6.48M |
| 2022-05-31 | NZ$517k | NZ$502k | not disclosed | NZ$6.29M |
| 2021-05-31 | NZ$436k | NZ$465k | not disclosed | NZ$6.27M |
| 2020-05-31 | NZ$421k | NZ$552k | not disclosed | NZ$6.30M |
| 2019-05-31 | NZ$404k | NZ$416k | not disclosed | NZ$6.43M |
| 2018-05-31 | NZ$409k | NZ$391k | not disclosed | NZ$6.44M |
| 2017-05-31 | NZ$380k | NZ$267k | not disclosed | NZ$6.43M |

## Governance

- **Officers on the register:** 1 current
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24348) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/estate-of-charles-william-schultz
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/estate-of-charles-william-schultz/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/estate-of-charles-william-schultz/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24348

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/estate-of-charles-william-schultz. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-02T03:01:47.235Z.