# Estate of Doris Elizabeth Geraldine Swadling

**Charities Register number:** CC47192
**Status:** Registered
**Registered since:** 2011-07-26
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Wellington CBD
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Charitable Trust was set up for three purposes: 1. 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’. 2. 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’. 3. 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.

## CharityData rating

- **Grade:** C+ (69.7 / 100)
- **Financial health:** 76/100
- **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 2025-08-31)

- **Total revenue:** NZ$97k
- **Total expenses:** NZ$50k
- **Surplus / deficit:** NZ$47k
- **Total assets:** NZ$2.73M
- **Total liabilities:** not disclosed
- **Net assets:** NZ$2.73M
- **Cash reserves:** NZ$115k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1594dd60-0187-f011-bb46-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-08-31 | NZ$97k | NZ$50k | NZ$47k | NZ$2.73M |
| 2024-08-31 | NZ$872k | NZ$341k | NZ$531k | NZ$2.47M |
| 2023-08-31 | NZ$192k | NZ$176k | not disclosed | NZ$2.64M |
| 2022-08-31 | NZ$193k | NZ$206k | not disclosed | NZ$2.61M |
| 2021-08-31 | NZ$175k | NZ$261k | not disclosed | NZ$2.62M |
| 2020-08-31 | NZ$244k | NZ$131k | not disclosed | NZ$2.71M |
| 2019-08-31 | NZ$128k | NZ$136k | not disclosed | NZ$2.59M |
| 2018-08-31 | NZ$130k | NZ$209k | not disclosed | NZ$2.00M |
| 2017-08-31 | NZ$151k | NZ$124k | not disclosed | NZ$2.08M |
| 2016-08-31 | NZ$168k | NZ$186k | not disclosed | NZ$2.06M |

## 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=CC47192) 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: 2026-10-05

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-doris-elizabeth-geraldine-swadling
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/estate-of-doris-elizabeth-geraldine-swadling/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/estate-of-doris-elizabeth-geraldine-swadling/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC47192

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/estate-of-doris-elizabeth-geraldine-swadling. 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 2026-10-05T11:50:45.545Z.