The Matilda Schwartz Memorial Trust — Animal Welfare Charity in Wellington

The Matilda Schwartz Memorial Trust is a deregistered Trust charity in the Animal Welfare sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2021.

Mission: The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Deed.

Registration Number
CC10105
Charity Type
Trust
Registration Date
2007-03-25
Status
Deregistered (2021-07-06)
Sector
Animal Welfare
Location
Wellington, Wellington
Email
funding@publictrust.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2021

Beneficiaries: Other charities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2021-03-31

Financial History

YearRevenueExpensesNet Assets
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M-
2014$0.0M$0.0M-
2013---
2012$0.0M$0.0M-

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee2007-03-07

Former Officers (2)

  • Dan O'Dea — Senior Trust Manager
  • Allan Burt — Senior Trust Officer

Similar Charities in Animal Welfare

FunderAnimal WelfareTrustTrustDeregistered

The Matilda Schwartz Memorial Trust

CC10105Wellington, WellingtonRegistered 25 Mar 2007
Data updated: 5 days ago
Financials31 Mar 2021Rating5d ago

Financial data as at March 2021. Sourced from Charities Services register.

DR
Deregistered — Deregistered from the Charities Services register

This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.

How ratings work →
Revenue

$2.6K

Expenses

$1.5K

Assets

$125.5K

Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Deed.

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$2.6K
Total Expenses
$1.5K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
22.5mo
Could operate 22.5 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 364 peers · Animal Welfare · Under $100K

Rating Score
0
#173/365
Revenue
$3K
#331/365
Reserve Months
0.0
#1/365
Surplus
$1K
#71/365
Staff Cost %
0%
#1/365

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10105
Entity TypeTrust
Registered25 Mar 2007
StatusDeregistered
Deregistered6 Jul 2021

Sector & Activities

Primary Sector
Animal Welfare
Activities
Makes grants to organisations (including schools or other charities)

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: 1 October 2026.