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Charity Summary


Charity Details

Estate of Charles William Schultz
CC24348
N/A
Registered

Registration details

13/05/2008
May 31

Name change history

Name Effective Date
C. W. Schultz Trust Board 13/05/2008
Estate of Charles William Schultz 29/11/2017

Address for service

Private Bag 5902
Wellington
6140
22 Willeston Street
Wellington CBD

Charity's other details



Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC24348

Purpose & Structure

Charitable 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.

Note: The main sectors, activities and beneficiaries are bolded.

Makes grants to organisations (including schools or other charities)

Religious activities

Religious groups

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 November 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 November 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/05/2026 30/11/2026 - - - To be filed To be filed
31/05/2025 30/11/2025 27/11/2025 $668,538 $365,993 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2024 30/11/2024 28/11/2024 $519,432 $519,620 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2023 31/01/2024 30/01/2024 $539,622 $343,988 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2022 30/11/2022 30/11/2022 $516,910 $501,835 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2021 30/11/2021 6/12/2021 $435,907 $465,353 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2020 30/11/2020 4/11/2020 $420,850 $551,801 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2019 30/11/2019 26/11/2019 $403,566 $416,061 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2018 31/12/2018 21/12/2018 $408,587 $391,392 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2017 30/11/2017 29/11/2017 $379,745 $267,337 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Public Trust Trustee 22/06/1956

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
26/05/2017 NOC004

Charity Documents

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Date Uploaded Document Type Reference Name

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