OtherTrust
The Society Of Mary Trust Board
CC33148Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 13 Mar 2026
Financials30 Sept 2024Rating2w ago
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$8.4M
Expenses
$13.2M
Assets
$135.5M
Staff
25
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
About
Mission
The principal activity of the Trust is to establish and carry on in New Zealand such of the religious, charitable and educational works of the Society of Mary as it may determine from time to time.
Key Statistics
Annual Revenue
$8.4M
Total Expenses
$13.2M
Net Assets
$134.9M
Staff
25
employees
Volunteers
0
Financial Trends
Financial Trends (16 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
0.1mo
Could operate 0.1 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
63
Score /100
Moderate
HHI: 3,664
Donations45.8%
Investment Income34.1%
Other20.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 69 peers · Other · $1M – $10M
Rating Score
30
Revenue
$8.4M
Reserve Months
122.9
Surplus
$-4.8M
Staff Cost %
7%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Contact Details
Address
Wellington, Wellington
Registration
Registration NumberCC33148
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
OtherData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 28 March 2026.
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