Matamata Historical Society Incorporated — Arts & Culture Charity in Matamata

Matamata Historical Society Incorporated is a Trust charity in the Arts & Culture sector, based in Matamata, Matamata. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: Matamata Historical Society’s Mission is the preservation, conservation and display of artefacts so that our visitors are informed about the history of Firth’s Matamata Estate and the wider district. We aim to inspire adults and children visiting out Firth Tower Reserve site about life as it was, on the farm and in a small New Zealand Town.

Registration Number
CC10583
Charity Type
Trust
Registration Date
2007-07-09
Status
Active
CharityData Rating
B (76.8/100)
Sector
Arts & Culture
Location
Matamata, Matamata
Email
office@matamatahistoricalsociety.co.nz
Funder Status
Grant-making charity (society)
Data as at
December 2025

Beneficiaries: Children / young people, General public, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
59.0 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.2M$0.1M$0.4M
2023$0.1M$0.0M$0.2M
2022$0.0M$0.1M$0.2M
2021$0.1M$0.1M$0.2M
2020$0.1M$0.1M$0.2M
2019$0.1M$0.1M$0.3M
2018$0.1M$0.0M$0.3M
2017$0.0M$0.0M$0.3M
2016$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (13)

NameRoleAppointed
Joanna McKinnonCommittee Member2026-03-24
Lesley JohnstonCommittee Member2026-03-24
Royce WILESSecretary2026-03-13
Elaine FRASERCommittee Member2025-03-25
Margaret SinclairCommittee Member2025-03-25
Roytce WilesSecretary2023-03-28
Graeme SaddletonPresident2021-03-25
Angela RoscoeTreasurer2021-03-23
Joan HallCommittee Member2019-03-26
Dr David ClarkCommittee Member2016-03-22
Jacqueline MulqueenVice President2016-03-22
Ernie KeeneCommittee Member2015-03-31
Mary CobhamCommittee Member2015-03-31

Former Officers (30)

  • Colin Kemplen — Committee Member (departed 2022-05-28)
  • Andrew Kershaw — Committee Member (departed 2024-11-27)
  • Samantha Grant — Treasurer (departed 2023-06-19)
  • Leslie McVeigh — Secretary (departed 2024-02-09)
  • Jeffrey Nobes — Treasurer (departed 2018-06-20)
  • Patricia LeProu — Committee Member (departed 2019-03-31)
  • Leanne Stanley — Treasurer (departed 2017-04-28)
  • Robert Marlow — Vice President (departed 2019-07-31)
  • Graham Dickey — Committee Member (departed 2017-11-01)
  • Janet Emerton — Administrator (departed 2017-03-16)
  • Lorna Reynolds — Committee Member (departed 2016-03-22)
  • Gavin Coker — Treasurer (departed 2016-03-22)
  • Robert Dijkman — Committee Member (departed 2015-03-31)
  • Pauline Raphael — Committee Member (departed 2015-03-31)
  • Esmae Erb — Committee Member (departed 2013-03-20)
  • Ian Walker — Committee Member (departed 2016-03-22)
  • Barbara Anne Stanley — Committee Member (departed 2023-12-31)
  • David Stanley — Treasurer (departed 2015-08-14)
  • Joan Stanley — Secretary (departed 2016-03-22)
  • Belinda Rowson — Vice President (departed 2024-02-09)

Similar Charities in Arts & Culture

FunderArts & CultureTrustSociety

Matamata Historical Society Incorporated

CC10583Matamata, MatamataRegistered 9 Jul 2007
Data updated: 2 days ago
Financials9mo agoRatingyesterday

Financial data as at December 2025. Sourced from Charities Services register.

B
77/100
Balance sheet from 2024 used (not reported this year)
Financial
78
Governance
75
Transparency
65
Revenue

$67.9K

Expenses

$75.9K

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EnvironmentArts & Culture
Beneficiaries
ChildrenGeneral Public
Geographic Focus
Nationwide

About

Mission

Matamata Historical Society’s Mission is the preservation, conservation and display of artefacts so that our visitors are informed about the history of Firth’s Matamata Estate and the wider district. We aim to inspire adults and children visiting out Firth Tower Reserve site about life as it was, on the farm and in a small New Zealand Town.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther - All

Key Statistics

Annual Revenue
$67.9K
Total Expenses
$75.9K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
99c
For every $1 spent, 99c reaches programs
Strong
Sustainability
57.2mo
Could operate 57.2 months with zero revenue
Over-capitalized
Fundraising Cost
$1.52
Costs $1.52 to raise each $1 in donations
High cost

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

41
Score /100
Concentrated
HHI: 5,928
Other72.8%
Investment Income25.0%
Trading / Services1.4%
Donations0.9%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 360 peers · Arts & Culture · Under $100K

Rating Score
77
#11/361
Revenue
$68K
#45/361
Reserve Months
59.0
#1/361
Surplus
$-8K
#310/361
Staff Cost %
24%
#361/361

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
F
2024
Score: 31.5
Financial: 50 | Governance: 55 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Registration

Registration NumberCC10583
Entity TypeTrust
Registered9 Jul 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated15 Nov 1995
Registered office
266 Tower Road, Matamata, 3471

Sector & Activities

Primary Sector
Arts & Culture
Activities
Sponsors / undertakes researchOther - Acts an Umbrella body

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: 27 September 2026.