# Waimate Historical Society Incorporated

**Charities Register number:** CC27916
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Arts & Culture
**ICNPO group:** Culture and Recreation
**Region:** Waimate
**NZBN:** 9429042881452
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

"Preserving the Past for the Future. To collect, preserve and display books, papers, machinery and articles of historical interest and illustrative of the manners, customs and events of the past. To collect and file photographs and pictures that provide a pictorial record of the history of Waimate. To collect and place on record such descriptions, anecdotes and reminiscences of the past as can be obtained from early settlers and their descendants. To carry out these objectives in accordance with the Society's Collection Policy adopted by the society and in accordance with the criteria for societies holding a charitable status."

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 2
  - reserves above the methodology threshold for its size and type
  - trustees holding many concurrent board roles

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 2025-03-31)

- **Total revenue:** NZ$75k
- **Total expenses:** NZ$72k
- **Surplus / deficit:** NZ$5k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$94k
- **Donations:** NZ$15k
- **Staff costs:** NZ$47k
- **Paid staff:** 3
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3c8293e8-c60e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$75k | NZ$72k | NZ$5k | not disclosed |
| 2024-03-31 | NZ$95k | NZ$77k | NZ$18k | NZ$1.00M |
| 2023-03-31 | NZ$91k | NZ$78k | not disclosed | NZ$980k |
| 2022-03-31 | NZ$62k | NZ$83k | not disclosed | NZ$924k |
| 2021-03-31 | NZ$92k | NZ$118k | not disclosed | NZ$946k |
| 2020-03-31 | NZ$67k | NZ$81k | not disclosed | NZ$972k |
| 2019-03-31 | NZ$66k | NZ$72k | not disclosed | not disclosed |
| 2018-03-31 | NZ$121k | NZ$71k | not disclosed | NZ$973k |
| 2017-03-31 | NZ$71k | NZ$78k | not disclosed | NZ$923k |
| 2016-03-31 | NZ$77k | NZ$69k | not disclosed | NZ$932k |

## Governance

- **Officers on the register:** 8 current (36 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=CC27916) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

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/waimate-historical-society-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/waimate-historical-society-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/waimate-historical-society-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27916
- Charity website: https://waimatemuseumandarchives.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/waimate-historical-society-incorporated. 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 2026-09-30T02:40:14.312Z.