Estate of Doris Elizabeth Geraldine Swadling — Religion Charity in Wellington CBD
Estate of Doris Elizabeth Geraldine Swadling 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 C+ (69.7/100). Annual revenue: $0.1M NZD. Financial data as at August 2025.
Mission: 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.
- Registration Number
- CC47192
- Charity Type
- Trust
- Registration Date
- 2011-07-26
- Status
- Active
- CharityData Rating
- C+ (69.7/100)
- Sector
- Religion
- Location
- Wellington CBD, Wellington CBD
- Funder Status
- Grant-making charity (other)
- Data as at
- August 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.7M NZD
- Net Assets
- $2.7M NZD
- Reserve Months
- 27.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-08-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $2.7M |
| 2024 | $0.9M | $0.3M | $2.5M |
| 2023 | $0.2M | $0.2M | $2.6M |
| 2022 | $0.2M | $0.2M | $2.6M |
| 2021 | $0.2M | $0.3M | $2.6M |
| 2020 | $0.2M | $0.1M | $2.7M |
| 2019 | $0.1M | $0.1M | $2.6M |
| 2018 | $0.1M | $0.2M | $2.0M |
| 2017 | $0.2M | $0.1M | $2.1M |
| 2016 | $0.2M | $0.2M | $2.1M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69.7/100
- Financial Score
- 76
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (1)
- Public Trust — Trustee
Similar Charities in Religion
Estate of Doris Elizabeth Geraldine Swadling
Financial data as at August 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$97.5K
$50.4K
$2.7M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (14 Years)
Revenue Breakdown
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 261 peers · Religion · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
Sector & Activities
Data 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: 30 September 2026.
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