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. 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
Beneficiaries: Children / young people, General public, Other charities, Religious groups, Voluntary bodies other than charities
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 |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Kevin Mowbray | Trustee | 2020-02-01 |
| Kevin Conroy | Trustee | 2020-02-01 |
| Timothy O'Leary | Trustee | 2017-01-23 |
| Patrick Breeze | Trustee | 2017-01-23 |
| Timothy Duckworth | Trustee | 2016-02-01 |
Former Officers (11)
- Patrick Brophy — Trustee (departed 2023-02-28)
- Paul Martin — Trustee (departed 2016-01-31)
- Neil Vaney — Trustee (departed 2017-01-23)
- Christopher Martin — Trustee (departed 2020-01-31)
- David Kennerley — Trustee (departed 2020-01-31)
- Mervyn Duffy — Trustee (departed 2017-01-23)
- John William Murphy — Trustee (departed 2008-01-31)
- Peter Christopher Roe — Trustee (departed 2011-02-01)
- Brian Gerard Cummings — Trustee (departed 2014-01-30)
- Philip Gerard Cody — Trustee (departed 2014-01-30)
- Denis John O'Hagan — Trustee (departed 2008-01-31)
Reporting Group Members
The Society Of Mary General New Zealand Trust files a consolidated Annual Return jointly with 6 sibling charities:
- Marist Holdings (Greenmeadows) Limited
- Marist Messenger Limited
- Church Resources Ltd
- Winery Concert Holdings Limited
- Western Hills Holdings Limited
- Silverstream Land Holdings Limited
Similar Charities in Religion
The Society Of Mary General New Zealand Trust
Financial data as at June 2016. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$12.8M
$13.7M
$44.2M
2
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
Part of a reporting group. The Society Of Mary General New Zealand Trust files its annual return under the consolidated return filed by Marist Messenger Limited. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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).
Who We Serve
Key Statistics
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
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 5 peers · Religion · $10M – $50M
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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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: 29 September 2026.
Reporting Group — Consolidated Annual Return
The Society Of Mary General New Zealand Trust is one of 7 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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