The Marist Sisters Of New Zealand Trust Board — Education Charity in Auckland

The Marist Sisters Of New Zealand Trust Board is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. Annual revenue: $1.0M NZD. Financial data as at March 2026.

Mission: The advancement of the Roman Catholic religion; the advancement of education; the provision of chaplaincies; social and pastoral works and adult education. This work is conducted and carried on as part of the mission of the Catholic Church in conformity with the Canon Law of the Catholic Church and the mission, spirit and philosophy of the Congregation of Mary, Marist Sisters as declared in their Constitutions (Trust Deed 2016 No 4.1)

Registration Number
CC23285
Charity Type
Charitable Trust
Registration Date
2008-04-21
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
anzulsm47@gmail.com
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$1.0M NZD
Total Expenses
$0.9M NZD
Total Assets
$15.8M NZD
Net Assets
$15.4M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.0M$0.9M$15.4M
2025$1.9M$0.9M$4.7M
2024$1.4M$0.8M$14.4M
2023$0.9M$0.9M$13.9M
2022$1.2M$0.8M$13.9M
2021$0.8M$0.7M$12.2M
2020$0.9M$0.8M$12.0M
2019$0.7M$0.8M$11.9M
2018$1.1M$0.9M$12.1M
2017$1.1M$0.8M$9.9M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Seini FataiTrustee2024-12-08
Mary O'CarrollChair2024-12-08
Catherine LawsonSecretary2024-12-08
Lorraine CampbellTreasurer2024-12-08

Former Officers (6)

  • Nora Challacombe — Vice President (departed 2021-12-08)
  • Gemma Wilson — President (departed 2018-12-08)
  • Analulu Tanuvasa — Trustee (departed 2015-02-02)
  • Jeanette Massey — Deputy Chairperson (departed 2012-02-01)
  • Margaret Cross — Treasurer (departed 2011-02-02)
  • Kaye McGovern — Chair (departed 2012-02-01)

Similar Charities in Education

EducationCharitable Trust

The Marist Sisters Of New Zealand Trust Board

CC23285Auckland, AucklandRegistered 21 Apr 2008
Data updated: 3 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$961.8K

Expenses

$860.9K

Assets

$15.8M

Staff

3

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The advancement of the Roman Catholic religion; the advancement of education; the provision of chaplaincies; social and pastoral works and adult education. This work is conducted and carried on as part of the mission of the Catholic Church in conformity with the Canon Law of the Catholic Church and the mission, spirit and philosophy of the Congregation of Mary, Marist Sisters as declared in their Constitutions (Trust Deed 2016 No 4.1)

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$961.8K
Total Expenses
$860.9K
Net Assets
$15.4M
Staff
3
employees

Financial Trends

Financial Trends (18 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
11.8mo
Could operate 11.8 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

53
Score /100
Concentrated
HHI: 4,687
Donations50.5%
Investment Income46.1%
Other3.4%

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

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
0
#34/131
Revenue
$962K
#6/131
Reserve Months
0.0
#1/131
Surplus
$101K
#30/131
Staff Cost %
13%
#131/131

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23285
Entity TypeCharitable Trust
Registered21 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Mar 1945
Registered office
16 Brenton Place, Orakei, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides religious services / activitiesProvides services (e.g. care / counselling)

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: 5 October 2026.