# The Society Of Mary General New Zealand Trust

**Charities Register number:** CC20761
**Status:** Registered
**Registered since:** 2008-01-28
**Sector:** Religion
**ICNPO group:** Religion
**Region:** Wellington
**NZBN:** 9429042943921
**IRD donee status:** yes — donations may qualify for a tax credit

## 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. The 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).

## CharityData rating

- **Not rated** — This charity is not currently rated.
- **Status code:** `group_member`
- **Flags raised by the methodology:** none

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 2016-06-30)

- **Total revenue:** NZ$12.76M
- **Total expenses:** NZ$13.70M
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$44.23M
- **Total liabilities:** NZ$2.91M
- **Net assets:** NZ$41.32M
- **Cash reserves:** NZ$567k
- **Donations:** NZ$1.21M
- **Paid staff:** 2
- **Volunteers:** 115
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=51bdfae0-38c6-e611-b188-00155de3e60a&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 |
|---|---|---|---|---|
| 2016-06-30 | NZ$12.76M | NZ$13.70M | not disclosed | NZ$41.32M |
| 2015-03-31 | NZ$12.14M | NZ$2.60M | NZ$9.53M | NZ$24.46M |
| 2014-03-31 | NZ$2.90M | NZ$2.66M | NZ$243k | NZ$14.93M |
| 2013-03-30 | NZ$2.12M | NZ$1.84M | NZ$283k | NZ$14.69M |
| 2012-03-31 | NZ$2.10M | NZ$1.46M | NZ$637k | NZ$14.40M |
| 2011-03-31 | NZ$1.91M | NZ$1.44M | NZ$468k | NZ$13.77M |
| 2010-03-31 | NZ$1.75M | NZ$1.59M | NZ$159k | NZ$13.30M |
| 2009-03-31 | NZ$1.94M | NZ$1.59M | NZ$350k | NZ$13.14M |

## Group consolidated filing

This charity is part of **The Society of Mary New Zealand Companies**, which files a consolidated return. For the year ended 2025-06-30 the group reported revenue of NZ$17.30M and expenses of NZ$21.45M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 5 current (19 including former)
- **Chair recorded:** no
- **Auditor:** Crowe Horwath Audit Partnership
- **Most recent audit opinion:** unknown

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20761) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-04-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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-society-of-mary-general-new-zealand-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-society-of-mary-general-new-zealand-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-society-of-mary-general-new-zealand-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20761
- Charity website: http://www.sm.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-society-of-mary-general-new-zealand-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 2026-10-02T15:49:06.797Z.