Lakes District Museum Incorporated — Education Charity in Arrowtown

Lakes District Museum Incorporated is a Trust charity in the Education sector, based in Arrowtown, Arrowtown. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $2.1M NZD. Financial data as at July 2025.

Mission: To provide a professionally run history museum for the benefit of the residents of and the visitors to the Queenstown Lakes District. The museum will, to the highest level possible; curate, educate and inform.

Registration Number
CC22757
Charity Type
Trust
Registration Date
2008-04-09
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Arrowtown, Arrowtown
Email
director@museumqueenstown.com
Funder Status
Grant-making charity (society)
Data as at
July 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people

Financial Summary

Total Revenue
$2.1M NZD
Total Expenses
$1.8M NZD
Total Assets
$7.1M NZD
Net Assets
$7.0M NZD
Reserve Months
45.8 months of operating expenses
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$2.1M$1.8M$7.0M
2024$1.6M$1.5M$6.7M
2023$1.8M$1.2M$6.5M
2022$2.2M$0.5M$5.7M
2021$2.0M$0.6M$4.2M
2020$1.0M$0.8M$2.7M
2019$0.7M$0.7M$2.6M
2018$1.5M$0.6M$2.5M
2017$0.8M$0.6M$1.7M
2016$1.1M$1.0M$1.4M

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 (0)

NameRoleAppointed

Former Officers (31)

  • Russell Hall — Committee Member
  • Mick Pannett — Committee Member
  • Alastair Holland — Committee Member
  • Bronwyn Anderson — Secretary
  • Owen Wood — Committee Member
  • Pauline Lawrence — Committee Member
  • Terri- Lee MCGregor — Committee Member
  • Matt Watts — Deputy Chair
  • Ashley Adams — Committee Member (departed 2022-10-27)
  • Tracey MacLaren — Committee Member
  • Jeff Smith — Treasurer
  • Simon Stamers-Smith — Committee Member (departed 2023-10-26)
  • David Wethey — Chair
  • Oweena Frew — Committee Member (departed 2020-10-14)
  • Keith Milne — Committee Member (departed 2025-10-30)
  • Russell Heckler — President (departed 2025-10-30)
  • Robert Farrell — Immediate Past President (departed 2022-10-27)
  • Phillip Blakely — Secretary (departed 2025-10-30)
  • George Ellingham — Committee Member (departed 2015-09-24)
  • Barbara Hamilton — Committee Member (departed 2014-05-26)

Similar Charities in Education

FunderEducationTrustSociety

Lakes District Museum Incorporated

CC22757Arrowtown, ArrowtownRegistered 9 Apr 2008
Data updated: 23 Sept 2026
Financials31 Jul 2025Rating4d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$2.1M

Expenses

$1.8M

Assets

$7.1M

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
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To provide a professionally run history museum for the benefit of the residents of and the visitors to the Queenstown Lakes District. The museum will, to the highest level possible; curate, educate and inform.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$2.1M
Total Expenses
$1.8M
Net Assets
$7.0M

Financial Trends

Financial Trends (17 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

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

Revenue Diversification

6
Score /100
Highly Concentrated
HHI: 9,361
High Concentration: 97% of revenue from Other
Other96.7%
Government Grants3.1%
Trading / Services0.2%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
77
#12/38
Revenue
$2.1M
#21/38
Reserve Months
45.8
#1/38
Surplus
$297K
#11/38
Staff Cost %
33%
#38/38

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

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

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Arrowtown, Arrowtown

Registration

Registration NumberCC22757
Entity TypeTrust
Registered9 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated25 Mar 1953

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Sponsors / undertakes research

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.