The Marianne Caughey Smith-Preston Memorial Rest Homes Trust — Social Services Charity in Auckland
The Marianne Caughey Smith-Preston Memorial Rest Homes Trust is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity C (63.9/100). Annual revenue: $3.6M NZD. 1 red flag detected. Financial data as at September 2025.
Mission: To provide residential or non-residential rest home or homes, including assistance and/or benefits which extend beyond accommodation but which are connected with the provision of the rest home or homes, and/or geriatric hospital facilities for the benefit of aged and/or infirm and/or impecunious women and men whose financial position is for the time being less favourable than it formerly was and irrespective of any religious beliefs; and To provide outdoor relief (non-residential or community-based assistance) as an adjunct to the above purpose.
- Registration Number
- CC20123
- Charity Type
- Charitable Trust
- Registration Date
- 2007-11-27
- Status
- Active
- CharityData Rating
- C (63.9/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- administrator@caughey-preston.org.nz
- Data as at
- September 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $3.6M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $123.0M NZD
- Net Assets
- $123.0M NZD
- Reserve Months
- 102.5 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.6M | $0.6M | $123.0M |
| 2024 | $4.4M | $0.7M | $119.6M |
| 2023 | $2.3M | $0.4M | $117.3M |
| 2022 | $67.5M | $0.3M | $117.3M |
| 2021 | $4.2M | $0.9M | $54.7M |
| 2020 | $1.2M | $1.4M | $50.7M |
| 2019 | $1.2M | $0.8M | $50.7M |
| 2018 | $2.0M | $1.4M | $49.6M |
| 2017 | $12.2M | $30.8M | $48.7M |
| 2016 | $17.5M | $18.7M | $67.5M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 63.9/100
- Financial Score
- 73.5
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Kirsten Andrews | Trustee | 2025-11-01 |
| Michelle G Sen Tsui | Trustee | 2024-11-01 |
| Sharon Shea | Trustee | 2024-07-01 |
| Graeme Birkhead | Trustee | 2024-06-01 |
| Grant Weber | Trustee | 2023-08-01 |
| Rachel McQueen | Trustee | 2010-05-26 |
| Celia Caughey | Chair | 2007-03-28 |
| Peter Cameron | Trustee | 2003-03-26 |
Former Officers (12)
- Michael Holloway — Trustee (departed 2025-02-13)
- Elizabeth Caughey — Trustee (departed 2024-05-31)
- Aaron Armstrong — Trustee (departed 2017-05-16)
- John Stewart — Trustee (departed 2024-02-21)
- Terence Cornelius — Trustee (departed 2026-02-18)
- Denis Caughey — Trustee (departed 2010-04-04)
- George Caughey — Trustee (departed 2009-02-18)
- John Carnachan — Trustee (departed 2010-09-30)
- Andrew Caughey — Trustee (departed 2024-01-31)
- Ian Kendall — Trustee (departed 2016-02-03)
- Margaret Tapper — Trustee (departed 2017-02-01)
- Richard Caughey — Trustee (departed 2018-09-26)
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The Marianne Caughey Smith-Preston Memorial Rest Homes Trust
Financial data as at September 2025. Sourced from Charities Services register.
$3.6M
$611.1K
$123.0M
2
Financial data from Charities Services annual return (FY2025). 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.
About
To provide residential or non-residential rest home or homes, including assistance and/or benefits which extend beyond accommodation but which are connected with the provision of the rest home or homes, and/or geriatric hospital facilities for the benefit of aged and/or infirm and/or impecunious women and men whose financial position is for the time being less favourable than it formerly was and irrespective of any religious beliefs; and To provide outdoor relief (non-residential or community-based assistance) as an adjunct to the above purpose.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 59 peers · Social Services · $1M – $10M
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
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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: 4 October 2026.
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