Western Bay Heritage Trust Board — Arts & Culture Charity in Katikati
Western Bay Heritage Trust Board is a Trust charity in the Arts & Culture sector, based in Katikati, Katikati. Annual revenue: $0.6M NZD. Financial data as at June 2025.
Mission: The Western Bay Museum’s charitable purpose is to conserve, preserve, rehome, catalogue and display items of relevance from the past as taonga, and telling stories of those who call our place 'home'. Each year we create and host exhibitions, programmes, Te Rā o Waitangi Whānau Festival , Matariki and activities that bring in over 14,000 visitors per annum (local, regional, national and international)
- Registration Number
- CC53141
- Charity Type
- Trust
- Registration Date
- 2016-04-11
- Status
- Active
- Sector
- Arts & Culture
- Location
- Katikati, Katikati
- chair@westernbaymuseum.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.6M | $0.2M |
| 2024 | $0.5M | $0.5M | $0.2M |
| 2023 | $0.4M | $0.4M | $0.2M |
| 2022 | $0.3M | $0.3M | $0.2M |
| 2021 | $0.3M | $0.3M | $0.2M |
| 2020 | $0.2M | $0.2M | $0.2M |
| 2019 | $0.2M | $0.2M | $0.2M |
| 2018 | $0.2M | $0.2M | $0.2M |
| 2017 | $0.1M | $0.1M | $0.2M |
| 2016 | $0.2M | $0.0M | $0.2M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Mārino Magee | Trustee | 2025-12-09 |
| Rosalind Moffat | Trustee | 2025-11-20 |
| Edward Bluegum | Trustee | 2024-10-28 |
| Michael McCowan | Treasurer | 2024-10-24 |
| Karen Magill | Secretary | 2024-10-24 |
| James Young | Chairperson/trustee | 2019-05-27 |
Former Officers (14)
- Garry Webber — Trustee (departed 2024-07-31)
- Susan Matthews — Trustee (departed 2025-05-01)
- Reon Tuanau — Trustee (departed 2024-08-28)
- Michael Williams — Trustee (departed 2025-02-20)
- Peter Mackay — Trustee (departed 2025-02-20)
- Sue Matthews — Trustee (departed 2019-11-05)
- Lisa Murray — Trustee (departed 2019-11-25)
- David Askew — Treasurer/trustee (departed 2024-11-26)
- Carole Parker — Chairperson/trustee (departed 2019-03-26)
- Allan Sole — Chairperson/trustee (departed 2022-11-28)
- Nolene De Luca — Trustee (departed 2017-07-31)
- Jocelyn Hicks — Trustee (departed 2016-09-23)
- Diane Stevens — Trustee (departed 2016-08-12)
- Kenneth Price — Trustee (departed 2020-02-24)
Funding Sources
- Grassroots Trust Limited — $38,040.08
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Western Bay Heritage Trust Board
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$567.6K
$583.7K
$256.6K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The Western Bay Museum’s charitable purpose is to conserve, preserve, rehome, catalogue and display items of relevance from the past as taonga, and telling stories of those who call our place 'home'. Each year we create and host exhibitions, programmes, Te Rā o Waitangi Whānau Festival , Matariki and activities that bring in over 14,000 visitors per annum (local, regional, national and international)
Who We Serve
Key Statistics
Financial Trends
Financial Trends (10 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 117 peers · Arts & Culture · $100K – $1M
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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: 30 September 2026.
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