The Society Of Mary (New Zealand) Education Trust — Education Charity in Wellington
The Society Of Mary (New Zealand) Education Trust is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.4/100). Annual revenue: $0.8M NZD. Financial data as at January 2026.
Mission: The object of the Trust is to provide assistance for the charitable and religious purposes of the Society of Mary in New Zealand including its educational purposes.
- Registration Number
- CC10552
- Charity Type
- Trust
- Registration Date
- 2007-07-03
- Status
- Active
- CharityData Rating
- B- (74.4/100)
- Sector
- Education
- Location
- Wellington, Wellington
- williams@smnz.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- January 2026
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $14.4M NZD
- Net Assets
- $14.4M NZD
- Reserve Months
- 290.8 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-01-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.8M | $0.6M | $14.4M |
| 2025 | $0.8M | $0.8M | $14.1M |
| 2024 | $1.4M | $0.7M | $13.0M |
| 2023 | $0.6M | $2.7M | $12.2M |
| 2022 | $1.0M | $0.4M | $14.3M |
| 2021 | $1.5M | $0.8M | $13.7M |
| 2020 | $2.0M | $0.5M | $12.9M |
| 2019 | $0.4M | $0.4M | $11.4M |
| 2018 | $1.9M | $1.3M | $11.5M |
| 2017 | $0.5M | $0.3M | $10.9M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 74.4/100
- Financial Score
- 78.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Patrick Hoult Society of Mary | Nz | - |
| Mark Walls | Trustee | 2026-02-01 |
| Patrick Hoult | Society of Mary (nz) Education Trust | 2025-03-22 |
| Mervyn Duffy | Trustee | 2022-07-01 |
| Timothy Gordon | Trustee | 2016-09-01 |
| Harold Bailey | Trustee | 2014-08-25 |
Former Officers (10)
- Shane O'Brien — Trustee (departed 2025-07-16)
- Timothy Duckworth — Trustee (departed 2026-01-31)
- Brian Cummings — Trustee (departed 2022-07-01)
- Brian Mcguinness — Trustee (departed 2022-12-21)
- Geoffrey Bailey — Trustee (departed 2014-08-25)
- John Walls — Trustee (departed 2017-01-31)
- Harry Kennerley — Trustee (departed 2020-01-31)
- Denis John O'Hagan — Trustee (departed 2008-01-31)
- Kevin James O'Connor — Trustee (departed 2014-08-22)
- Brian John Bennett — Trustee (departed 2014-08-22)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
The Society Of Mary (New Zealand) Education Trust
Financial data as at January 2026. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$824.7K
$592.7K
$14.4M
3
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The object of the Trust is to provide assistance for the charitable and religious purposes of the Society of Mary in New Zealand including its educational purposes.
Key Statistics
Financial Trends
Financial Trends (19 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 107 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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Sector & Activities
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: 13 September 2026.
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