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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Joanna McKinnon | Committee Member | 2026-03-24 |
| Lesley Johnston | Committee Member | 2026-03-24 |
| Royce WILES | Secretary | 2026-03-13 |
| Elaine FRASER | Committee Member | 2025-03-25 |
| Margaret Sinclair | Committee Member | 2025-03-25 |
| Roytce Wiles | Secretary | 2023-03-28 |
| Graeme Saddleton | President | 2021-03-25 |
| Angela Roscoe | Treasurer | 2021-03-23 |
| Joan Hall | Committee Member | 2019-03-26 |
| Dr David Clark | Committee Member | 2016-03-22 |
| Jacqueline Mulqueen | Vice President | 2016-03-22 |
| Ernie Keene | Committee Member | 2015-03-31 |
| Mary Cobham | Committee Member | 2015-03-31 |
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)
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Matamata Historical Society Incorporated
Financial data as at December 2025. Sourced from Charities Services register.
$67.9K
$75.9K
1
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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
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 360 peers · Arts & Culture · Under $100K
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: 27 September 2026.
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