# Marlborough Historical Society Inc

**Charities Register number:** CC21573
**Status:** Registered
**Registered since:** 2008-03-04
**Sector:** Arts & Culture
**ICNPO group:** Culture and Recreation
**Region:** Blenheim
**NZBN:** 9429042756149
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

"Vision: - Our vision is to inspire the generations of our communities through careful preservation and passionate celebration of our heritage. Mission:- The Marlborough Historical Society Inc exists to preserve Marlborough's history and to share and celebrate it with our communities.

## CharityData rating

- **Grade:** B- (71.5 / 100)
- **Financial health:** 70/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-06-30)

- **Total revenue:** NZ$81k
- **Total expenses:** NZ$69k
- **Surplus / deficit:** NZ$12k
- **Total assets:** NZ$4.10M
- **Total liabilities:** NZ$14k
- **Net assets:** NZ$4.09M
- **Cash reserves:** NZ$119k
- **Donations:** NZ$11k
- **Staff costs:** NZ$24k
- **Paid staff:** 3
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2539d669-1c75-f111-bb55-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-06-30 | NZ$81k | NZ$69k | NZ$12k | NZ$4.09M |
| 2025-06-30 | NZ$86k | NZ$76k | NZ$9k | NZ$4.08M |
| 2024-06-30 | NZ$16k | NZ$8k | NZ$8k | NZ$4.13M |
| 2023-06-30 | NZ$9k | NZ$5k | not disclosed | NZ$140k |
| 2022-06-30 | NZ$3k | NZ$3k | not disclosed | NZ$137k |
| 2021-06-30 | NZ$10k | NZ$14k | not disclosed | NZ$138k |
| 2020-06-30 | NZ$20k | NZ$3k | not disclosed | NZ$142k |
| 2019-06-30 | NZ$6k | NZ$5k | not disclosed | NZ$126k |
| 2018-06-30 | NZ$40k | NZ$20k | not disclosed | NZ$125k |
| 2017-06-30 | NZ$86k | NZ$103k | not disclosed | NZ$104k |

## Governance

- **Officers on the register:** 7 current (69 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21573) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/marlborough-historical-society-inc
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/marlborough-historical-society-inc/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/marlborough-historical-society-inc/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21573

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/marlborough-historical-society-inc. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T14:06:23.460Z.