{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Estate of Doris Elizabeth Geraldine Swadling","slug":"estate-of-doris-elizabeth-geraldine-swadling","charities_register_number":"CC47192","nzbn":null,"status":"registered","registration_date":"2011-07-26","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Wellington CBD","city":"Wellington CBD","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Charitable Trust was set up for three purposes:\r\n1. To grant scholarships to persons under the age of 21 to further their education in farming pursuits, with a preference awarded to those residing in the Taranaki Province. Referred to as ‘Agricultural Scholarships’.\r\n\r\n2. For the advancement of Musical education in the Taranaki Province by granting of scholarships to persons under the age of 21 to enable them to obtain musical training or education. Referred to as ‘Music Scholarships’.\r\n\r\n3. For the advancement of the Christian religion among young people in the Taranaki Province through the Methodist Church of New Zealand by making grants to or enlisting services relating to youth movements or welfare work among youth.","mission":"The Charitable Trust was set up for three purposes:\r\n1. To grant scholarships to persons under the age of 21 to further their education in farming pursuits, with a preference awarded to those residing in the Taranaki Province. Referred to as ‘Agricultural Scholarships’.\r\n\r\n2. For the advancement of Musical education in the Taranaki Province by granting of scholarships to persons under the age of 21 to enable them to obtain musical training or education. Referred to as ‘Music Scholarships’.\r\n\r\n3. For the advancement of the Christian religion among young people in the Taranaki Province through the Methodist Church of New Zealand by making grants to or enlisting services relating to youth movements or welfare work among youth."},"rating":{"rated":true,"grade":"C+","score":69.7,"score_scale":"0-100","financial_score":76,"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":"2025-08-31","total_revenue_nzd":97497,"total_expenses_nzd":50376,"surplus_deficit_nzd":47121,"total_assets_nzd":2734848,"total_liabilities_nzd":null,"net_assets_nzd":2734848,"cash_reserves_nzd":115074,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1594dd60-0187-f011-bb46-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-08-31","total_revenue_nzd":97497,"total_expenses_nzd":50376,"surplus_deficit_nzd":47121,"net_assets_nzd":2734848,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1594dd60-0187-f011-bb46-0022480ffcd1&isPublic=true"},{"year_ended":"2024-08-31","total_revenue_nzd":872389,"total_expenses_nzd":341437,"surplus_deficit_nzd":530952,"net_assets_nzd":2474196,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aa9fb8e2-2f68-ef11-bb38-000d3acc4199&isPublic=true"},{"year_ended":"2023-08-31","total_revenue_nzd":191807,"total_expenses_nzd":175713,"surplus_deficit_nzd":null,"net_assets_nzd":2642619,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=09cbc232-9548-ee11-bb24-0022480ffcd1&isPublic=true"},{"year_ended":"2022-08-31","total_revenue_nzd":192835,"total_expenses_nzd":205771,"surplus_deficit_nzd":null,"net_assets_nzd":2605948,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f6db2356-c429-ed11-bb17-0022480ffcd1&isPublic=true"},{"year_ended":"2021-08-31","total_revenue_nzd":174577,"total_expenses_nzd":260870,"surplus_deficit_nzd":null,"net_assets_nzd":2618884,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=625d0f96-f20a-ec11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-08-31","total_revenue_nzd":244371,"total_expenses_nzd":131081,"surplus_deficit_nzd":null,"net_assets_nzd":2705178,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=111573e1-20ec-ea11-9981-00155d6b7730&isPublic=true"},{"year_ended":"2019-08-31","total_revenue_nzd":128411,"total_expenses_nzd":135833,"surplus_deficit_nzd":null,"net_assets_nzd":2594331,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=48e17025-86cc-e911-b775-00155d6b7730&isPublic=true"},{"year_ended":"2018-08-31","total_revenue_nzd":129507,"total_expenses_nzd":208935,"surplus_deficit_nzd":null,"net_assets_nzd":2004762,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=42340aa7-b4ad-e811-8e8d-00155d6b7730&isPublic=true"},{"year_ended":"2017-08-31","total_revenue_nzd":150772,"total_expenses_nzd":123752,"surplus_deficit_nzd":null,"net_assets_nzd":2084315,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=83c79335-f0f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-08-31","total_revenue_nzd":168074,"total_expenses_nzd":186409,"surplus_deficit_nzd":null,"net_assets_nzd":2057057,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d3b14acb-5213-e711-9f7e-00155de3e60a&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-doris-elizabeth-geraldine-swadling","markdown":"https://charitydata.co.nz/api/v1/charities/estate-of-doris-elizabeth-geraldine-swadling/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/estate-of-doris-elizabeth-geraldine-swadling/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47192","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T00:04:07.701Z","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."}}