{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Shirley Estelle Owen Charitable Trust","slug":"shirley-estelle-owen-charitable-trust","charities_register_number":"CC49892","nzbn":null,"status":"registered","registration_date":"2013-08-15","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Wellington","city":"Wellington","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Charitable Trust was set up to pay an income in perpetuity to Blind Low Vision for the purposes of supporting their programmes to enable blind and low vision persons in their pursuit of musical training, including tuition fees, purchase of musical instruments and access to braille music. A portion of the funds may also be used in the production of braille music.","mission":"The Charitable Trust was set up to pay an income in perpetuity to Blind Low Vision for the purposes of supporting their programmes to enable blind and low vision persons in their pursuit of musical training, including tuition fees, purchase of musical instruments and access to braille music. A portion of the funds may also be used in the production of braille music."},"rating":{"rated":true,"grade":"B-","score":70.8,"score_scale":"0-100","financial_score":77.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","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":"2025-09-30","total_revenue_nzd":19900,"total_expenses_nzd":43266,"surplus_deficit_nzd":-23366,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":20912,"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=a4b195e5-8b9e-f011-bb48-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-09-30","total_revenue_nzd":19900,"total_expenses_nzd":43266,"surplus_deficit_nzd":-23366,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a4b195e5-8b9e-f011-bb48-000d3acc4199&isPublic=true"},{"year_ended":"2024-09-30","total_revenue_nzd":21845,"total_expenses_nzd":6847,"surplus_deficit_nzd":14998,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ad9ceb7c-ba7f-ef11-bb39-000d3acc4199&isPublic=true"},{"year_ended":"2023-09-30","total_revenue_nzd":16333,"total_expenses_nzd":2491,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=628b17c3-1f60-ee11-bb25-0022480ffcd1&isPublic=true"},{"year_ended":"2022-09-30","total_revenue_nzd":23396,"total_expenses_nzd":2055,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bcce75a6-4e41-ed11-bb18-000d3acc4199&isPublic=true"},{"year_ended":"2021-09-30","total_revenue_nzd":19835,"total_expenses_nzd":2161,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8542b645-7d22-ec11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-09-30","total_revenue_nzd":14713,"total_expenses_nzd":1577,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aa00d973-ab03-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-09-30","total_revenue_nzd":8728,"total_expenses_nzd":19704,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0be556c0-10e4-e911-ba85-00155d6b7730&isPublic=true"},{"year_ended":"2018-09-30","total_revenue_nzd":13352,"total_expenses_nzd":10530,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=106ab949-3fc5-e811-ab4a-00155d6b7730&isPublic=true"},{"year_ended":"2017-09-30","total_revenue_nzd":10749,"total_expenses_nzd":24805,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bddb5c7b-4cec-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-09-30","total_revenue_nzd":10372,"total_expenses_nzd":3060,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1d68a86c-4f96-e611-935b-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/shirley-estelle-owen-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/shirley-estelle-owen-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/shirley-estelle-owen-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC49892","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-05-29","rating_computed":"2026-09-26","generated_at":"2026-09-29T19:20:41.314Z","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."}}