Estate of Charles William Schultz is a Trust charity in the Religion sector, based in Wellington CBD, Wellington CBD. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.7M NZD. 1 red flag detected. Financial data as at May 2025.
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.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.4M | $7.0M |
| 2024 | $0.5M | $0.5M | $6.5M |
| 2023 | $0.5M | $0.3M | $6.5M |
| 2022 | $0.5M | $0.5M | $6.3M |
| 2021 | $0.4M | $0.5M | $6.3M |
| 2020 | $0.4M | $0.6M | $6.3M |
| 2019 | $0.4M | $0.4M | $6.4M |
| 2018 | $0.4M | $0.4M | $6.4M |
| 2017 | $0.4M | $0.3M | $6.4M |
| 2016 | $0.5M | $0.6M | $6.3M |
| Name | Role | Appointed |
|---|
Financial data as at May 2025. Sourced from Charities Services register.
$668.5K
$366.0K
$7.0M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
This organisation makes grants or donations to other charities and organisations.
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.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 186 peers · Religion · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 22 April 2026.
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