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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Anne McauleySecretary2025-09-14
John WalshCommittee Member2024-09-08
Edwn WebbTreasurer2023-09-24
Rien WagenvoortCommittee Member2023-09-24
Trevor JaneCommittee Member2023-09-24
Dale HulburtCommittee Member2020-09-20
John OrchardVice President2018-09-24

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

FunderHealthTrustSociety

Marlborough Historical Society Inc

CC21573Blenheim, BlenheimRegistered 4 Mar 2008
Data updated: 3 days ago
Financials3mo agoRating3d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$80.6K

Expenses

$69.0K

Assets

$4.1M

Staff

3

Financial data from Charities Services annual return (FY2026). 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
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Marlborough

About

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.

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$80.6K
Total Expenses
$69.0K
Net Assets
$4.1M
Staff
3
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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
20.8mo
Could operate 20.8 months with zero revenue
Healthy
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

33
Score /100
Concentrated
HHI: 6,690
High Concentration: 81% of revenue from Other
Other80.6%
Donations13.1%
Investment Income4.1%
Trading / Services2.2%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
72
#28/266
Revenue
$81K
#26/266
Reserve Months
20.8
#1/266
Surplus
$12K
#45/266
Staff Cost %
35%
#266/266

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

Rating History

B-
2026
Score: 71.5
Financial: 70 | Governance: 75 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Blenheim, Blenheim

Registration

Registration NumberCC21573
Entity TypeTrust
Registered4 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated13 Dec 1960
Registered office
26 Arthur Baker Place, Redwoodtown, Blenheim, 7201

Sector & Activities

Primary Sector
Health
Activities
Other - 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: 29 September 2026.