{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Society Of Mary General New Zealand Trust","slug":"the-society-of-mary-general-new-zealand-trust","charities_register_number":"CC20761","nzbn":"9429042943921","status":"registered","registration_date":"2008-01-28","deregistration_date":null,"entity_type":null,"sector":"Religion","icnpo_group":"Religion","region":"Wellington","city":"Wellington","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":"http://www.sm.org.nz","purpose":"Principal Activities: The principal activity of the Trust is to use and apply the income and/or the capital of the Trust Fund for such of the purposes of the Society of Mary that are charitable purposes within New Zealand in such manner as the Trustees may determine. \r\nThe Society of Mary assists the Bishops of the Roman Catholic Church in the areas of Formation, Education and Young People (including Spirituality, Tertiary and Theological Formation, Youth Ministries and Marist Schools); Parishes and Pastoral Care, especially of Maori; and Working with Non-Christians (by way of on-site work support; training in wellness and healthy living; supervision and mentoring).","mission":"Principal Activities: The principal activity of the Trust is to use and apply the income and/or the capital of the Trust Fund for such of the purposes of the Society of Mary that are charitable purposes within New Zealand in such manner as the Trustees may determine. \r\nThe Society of Mary assists the Bishops of the Roman Catholic Church in the areas of Formation, Education and Young People (including Spirituality, Tertiary and Theological Formation, Youth Ministries and Marist Schools); Parishes and Pastoral Care, especially of Maori; and Working with Non-Christians (by way of on-site work support; training in wellness and healthy living; supervision and mentoring)."},"rating":{"rated":false,"grade":null,"score":null,"status":"group_member","reason":"This charity is not currently rated.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2016-06-30","total_revenue_nzd":12761600,"total_expenses_nzd":13699320,"surplus_deficit_nzd":null,"total_assets_nzd":44234276,"total_liabilities_nzd":2912090,"net_assets_nzd":41322186,"cash_reserves_nzd":566749,"government_grants_nzd":null,"donations_nzd":1212693,"staff_costs_nzd":null,"paid_staff":2,"volunteers":115,"reporting_tier":null,"financial_report_audited":true,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=51bdfae0-38c6-e611-b188-00155de3e60a&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2016-06-30","total_revenue_nzd":12761600,"total_expenses_nzd":13699320,"surplus_deficit_nzd":null,"net_assets_nzd":41322186,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=51bdfae0-38c6-e611-b188-00155de3e60a&isPublic=true"},{"year_ended":"2015-03-31","total_revenue_nzd":12135403,"total_expenses_nzd":2604419,"surplus_deficit_nzd":9530984,"net_assets_nzd":24459778,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=236b5ee5-9123-e511-af3c-00155d0cccdc&isPublic=true"},{"year_ended":"2014-03-31","total_revenue_nzd":2904820,"total_expenses_nzd":2661976,"surplus_deficit_nzd":242844,"net_assets_nzd":14928793,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f532a124-4139-e411-8f2f-00155d0d1916&isPublic=true"},{"year_ended":"2013-03-30","total_revenue_nzd":2119511,"total_expenses_nzd":1836253,"surplus_deficit_nzd":283258,"net_assets_nzd":14685949,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7cd2c682-0b24-e311-8f2f-00155d0d1916&isPublic=true"},{"year_ended":"2012-03-31","total_revenue_nzd":2095109,"total_expenses_nzd":1458494,"surplus_deficit_nzd":636615,"net_assets_nzd":14402692,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=49294844-4ab8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2011-03-31","total_revenue_nzd":1909229,"total_expenses_nzd":1441176,"surplus_deficit_nzd":468053,"net_assets_nzd":13766076,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b855d67a-4ab8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2010-03-31","total_revenue_nzd":1745425,"total_expenses_nzd":1586660,"surplus_deficit_nzd":158765,"net_assets_nzd":13298024,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c31f78cd-7eb8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2009-03-31","total_revenue_nzd":1944226,"total_expenses_nzd":1594253,"surplus_deficit_nzd":349973,"net_assets_nzd":13139258,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a9d45c7f-8cb8-e111-910d-00155d0d1916&isPublic=true"}],"group_consolidated":{"group_name":"The Society of Mary New Zealand Companies","year_ended":"2025-06-30","total_revenue_nzd":17298381,"total_expenses_nzd":21446433,"note":"This charity files within a group. Where its individual return is empty, the group figures are where the activity sits."},"governance":{"current_officers":5,"total_officers_recorded":19,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"Crowe Horwath Audit Partnership","latest_audit_opinion":"unknown","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/the-society-of-mary-general-new-zealand-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-society-of-mary-general-new-zealand-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-society-of-mary-general-new-zealand-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20761","website":"http://www.sm.org.nz"},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-04-25","rating_computed":"2026-10-01","generated_at":"2026-10-02T13:53:59.268Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}