The Society Of Mary General New Zealand Trust — Religion Charity in Wellington
The Society Of Mary General New Zealand Trust is a Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $12.8M NZD. 1 red flag detected. Financial data as at June 2016.
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. 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).
- Registration Number
- CC20761
- Charity Type
- Trust
- Registration Date
- 2008-01-28
- Status
- Active
- Sector
- Religion
- Location
- Wellington, Wellington
- Website
- http://www.sm.org.nz
- williams@smnz.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2016
Financial Summary
- Total Revenue
- $12.8M NZD
- Total Expenses
- $13.7M NZD
- Total Assets
- $44.2M NZD
- Net Assets
- $41.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 115
- Financial Year End
- 2016-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $12.8M | $13.7M | $41.3M |
| 2015 | $12.1M | $2.6M | $24.5M |
| 2014 | $2.9M | $2.7M | $14.9M |
| 2013 | $2.1M | $1.8M | $14.7M |
| 2012 | $2.1M | $1.5M | $14.4M |
| 2011 | $1.9M | $1.4M | $13.8M |
| 2010 | $1.7M | $1.6M | $13.3M |
| 2009 | $1.9M | $1.6M | $13.1M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 10
- Transparency Score
- 65
Red Flags
- Holding 36.2 months of expenses in reserves ($41.3M) — above the 18-month threshold
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The Society Of Mary General New Zealand Trust
CC20761Wellington, WellingtonRegistered 28 Jan 2008
Data updated: Today
Financials30 Jun 2016Rating13h ago
Financial data as at June 2016. Sourced from Charities Services register.
NR
Not rated — Last filing over 3 years old
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Revenue
$12.8M
Expenses
$13.7M
Assets
$44.2M
Staff
2
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationReligionCommunity Development
Beneficiaries
YouthMāori
Geographic Focus
Nationwide
About
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. 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).
Key Statistics
Annual Revenue
$12.8M
Total Expenses
$13.7M
Net Assets
$41.3M
Staff
2
employees
Volunteers
115
Financial Trends
Financial Trends (8 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0.5mo
Could operate 0.5 months with zero revenue
Critical
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
31
Score /100
Concentrated
HHI: 6,901
High Concentration: 82% of revenue from Other
Other82.1%
Donations9.5%
Investment Income8.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 500 peers · Religion (all sizes)
Rating Score
0
Revenue
$12.8M
Reserve Months
0.0
Surplus
$-938K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC20761
Entity TypeTrust
Registered28 Jan 2008
StatusRegistered
Sector & Activities
Primary Sector
ReligionData 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: 22 April 2026.
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