# The Marianne Caughey Smith-Preston Memorial Rest Homes Trust

**Charities Register number:** CC20123
**Status:** Registered
**Registered since:** 2007-11-27
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**NZBN:** 9429042765103
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide residential or non-residential rest home or homes, including assistance and/or benefits which extend beyond accommodation but which are connected with the provision of the rest home or homes, and/or geriatric hospital facilities for the benefit of aged and/or infirm and/or impecunious women and men whose financial position is for the time being less favourable than it formerly was and irrespective of any religious beliefs; and To provide outdoor relief (non-residential or community-based assistance) as an adjunct to the above purpose.

## CharityData rating

- **Grade:** D+ (53.9 / 100)
- **Financial health:** 73.5/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-09-11 (methodology 3.8)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-09-30)

- **Total revenue:** NZ$3.57M
- **Total expenses:** NZ$611k
- **Surplus / deficit:** NZ$2.95M
- **Total assets:** NZ$123.03M
- **Total liabilities:** NZ$60k
- **Net assets:** NZ$122.97M
- **Cash reserves:** NZ$5.22M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Staff costs:** NZ$115k
- **Paid staff:** 2
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1bdc80f7-8b9e-f011-bb48-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-09-30 | NZ$3.57M | NZ$611k | NZ$2.95M | NZ$122.97M |
| 2024-09-30 | NZ$4.44M | NZ$654k | NZ$3.78M | NZ$119.61M |
| 2023-09-30 | NZ$2.35M | NZ$408k | not disclosed | NZ$117.32M |
| 2022-09-30 | NZ$67.50M | NZ$315k | not disclosed | NZ$117.30M |
| 2021-09-30 | NZ$4.20M | NZ$896k | not disclosed | NZ$54.70M |
| 2020-09-30 | NZ$1.21M | NZ$1.39M | not disclosed | NZ$50.69M |
| 2019-09-30 | NZ$1.24M | NZ$782k | not disclosed | NZ$50.65M |
| 2018-09-30 | NZ$1.98M | NZ$1.43M | not disclosed | NZ$49.61M |
| 2017-09-30 | NZ$12.22M | NZ$30.77M | not disclosed | NZ$48.68M |
| 2016-09-30 | NZ$17.52M | NZ$18.70M | not disclosed | NZ$67.51M |

## Governance

- **Officers on the register:** 8 current (20 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20123) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-11
- This document generated: 2026-09-12

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/the-marianne-caughey-smith-preston-memorial-rest-homes-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-marianne-caughey-smith-preston-memorial-rest-homes-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-marianne-caughey-smith-preston-memorial-rest-homes-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20123

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-marianne-caughey-smith-preston-memorial-rest-homes-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-12T07:57:10.758Z.