Marlborough Historical Society Inc — Health Charity in Blenheim
Marlborough Historical Society Inc is a Trust charity in the Health sector, based in Blenheim, Blenheim. This organisation also provides funding to other charities. CharityData rates this charity B- (71.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2026.
Mission: "Vision: - Our vision is to inspire the generations of our communities through careful preservation and passionate celebration of our heritage. Mission:- The Marlborough Historical Society Inc exists to preserve Marlborough's history and to share and celebrate it with our communities.
- Registration Number
- CC21573
- Charity Type
- Trust
- Registration Date
- 2008-03-04
- Status
- Active
- CharityData Rating
- B- (71.5/100)
- Sector
- Health
- Location
- Blenheim, Blenheim
- dale@vinastra.co.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- June 2026
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $4.1M NZD
- Net Assets
- $4.1M NZD
- Reserve Months
- 20.8 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | $4.1M |
| 2025 | $0.1M | $0.1M | $4.1M |
| 2024 | $0.0M | $0.0M | $4.1M |
| 2023 | $0.0M | $0.0M | $0.1M |
| 2022 | $0.0M | $0.0M | $0.1M |
| 2021 | $0.0M | $0.0M | $0.1M |
| 2020 | $0.0M | $0.0M | $0.1M |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 71.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Anne Mcauley | Secretary | 2025-09-14 |
| John Walsh | Committee Member | 2024-09-08 |
| Edwn Webb | Treasurer | 2023-09-24 |
| Rien Wagenvoort | Committee Member | 2023-09-24 |
| Trevor Jane | Committee Member | 2023-09-24 |
| Dale Hulburt | Committee Member | 2020-09-20 |
| John Orchard | Vice President | 2018-09-24 |
Former Officers (49)
- GRAHAM GIBSON — N/a
- Paul Davidson — President (departed 2026-08-23)
- Warren Johnston — Committee Member (departed 2025-09-14)
- Ray Walker — Committee Member (departed 2023-07-08)
- Ken Partridge — Committee Member (departed 2023-09-24)
- Michael Smythe — Committee Member (departed 2023-10-31)
- Kevin Andrews — Committee Member (departed 2023-09-24)
- Phillippa Woodward — Treasurer (departed 2021-11-28)
- Jennifer Andrews — President (departed 2023-09-24)
- Philippa Woodward — Committee Member (departed 2020-09-22)
- Pam Woodward — Committee Member (departed 2019-11-20)
- Don Jamieson — Committee Member (departed 2023-09-24)
- Logan Coote — Committee Member (departed 2019-11-20)
- Gary Jones — Committee Member (departed 2021-11-28)
- Pamela Saunders — Committee Member (departed 2018-09-16)
- Kenneth Ross — Committee Member (departed 2019-10-20)
- Stephen Austin — Committee Member (departed 2023-09-24)
- Jillian Trayling — Secretary/treasurer (departed 2023-06-30)
- Prue Matthews — Committee Member (departed 2017-10-09)
- Charlene Scott — Secretary (departed 2016-09-11)
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Marlborough Historical Society Inc
Financial data as at June 2026. Sourced from Charities Services register.
$80.6K
$69.0K
$4.1M
3
Financial data from Charities Services annual return (FY2026). 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
"Vision: - Our vision is to inspire the generations of our communities through careful preservation and passionate celebration of our heritage. Mission:- The Marlborough Historical Society Inc exists to preserve Marlborough's history and to share and celebrate it with our communities.
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 265 peers · Health · 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
B-Is this your charity?
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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: 29 September 2026.
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