The Marton & District Historical Society Incorporated — Arts & Culture Charity in Marton

The Marton & District Historical Society Incorporated is a Trust charity in the Arts & Culture sector, based in Marton, Marton. CharityData rates this charity B- (71.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: We are the Marton and District Historical Society. We have a Museum in Marton which comprises of a Settlers Cottage, the Old Marton Jail, a Stable and Barn. All of which are Museum rooms open to the general public. Apart from collecting and caring for artifacts, we also have a comprehensive record collection in our archives room, which comprises of the history of Marton Families, Businesses, Organisations , Sports, Groups, Churches and Schools, plus anything relevant to Marton.

Registration Number
CC31407
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Arts & Culture
Location
Marton, Marton
Email
martonhist@gmail.com
Data as at
March 2025

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

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
12.9 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.0M
2016$0.0M$0.0M$0.0M

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 (1)

NameRoleAppointed
Elizabeth RaynerPresident2020-07-21

Former Officers (27)

  • Sarah Pickering — Committee Member
  • Brent Thompson — Committee Member
  • Geoffrey Fahey — Committee Member
  • Barbara Crawford — Committee Member
  • Andrew watson — Committee Member
  • Angela Coleman — Treasurer
  • Raewyn Timmins — Committee Member (departed 2024-07-28)
  • Alan Buckendahl — Committee Member (departed 2021-08-16)
  • Jenny Spence — Committee Member (departed 2024-07-28)
  • Francis Wilson — Committee Member (departed 2020-07-21)
  • Elaine Saywell — Committee Member (departed 2021-08-16)
  • Sharon McKandry — Committee Member (departed 2020-07-21)
  • Kathryn Wick — Secretary (departed 2022-07-31)
  • Kylie Searle — Minutes Secretary (departed 2019-04-16)
  • Rodwynn Smith — Immediate Past President (departed 2025-06-30)
  • Margaret Evans — Committee Member (departed 2013-05-31)
  • Rebecca Tayler — Secretary (departed 2013-04-23)
  • Patricia Hayman — Treasurer (departed 2019-08-27)
  • Diana Howard — Committee Member (departed 2016-05-17)
  • Peter Saywell — Committee Member (departed 2019-04-16)

Funding Sources

  • Pub Charity Limited — $5,047.5
  • Four Regions Trust — $4,000

Similar Charities in Arts & Culture

Arts & CultureTrust

The Marton & District Historical Society Incorporated

CC31407Marton, MartonRegistered 30 Jun 2008
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

B-
72/100
Balance sheet from 2024 used (not reported this year)
Financial
70
Governance
75
Transparency
65
Revenue

$43.6K

Expenses

$17.1K

Staff

2

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.

Funded By

Registered charities that have funded this organisation.

About

Mission

We are the Marton and District Historical Society. We have a Museum in Marton which comprises of a Settlers Cottage, the Old Marton Jail, a Stable and Barn. All of which are Museum rooms open to the general public. Apart from collecting and caring for artifacts, we also have a comprehensive record collection in our archives room, which comprises of the history of Marton Families, Businesses, Organisations , Sports, Groups, Churches and Schools, plus anything relevant to Marton.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$43.6K
Total Expenses
$17.1K
Net Assets
-
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (16 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
31.6mo
Could operate 31.6 months with zero revenue
Over-capitalized
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

7
Score /100
Highly Concentrated
HHI: 9,297
High Concentration: 96% of revenue from Donations
Donations96.4%
Investment Income1.4%
Other1.3%
Trading / Services0.9%

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

Rating Score
72
#31/361
Revenue
$44K
#87/361
Reserve Months
12.9
#1/361
Surplus
$27K
#19/361
Staff Cost %
57%
#361/361

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

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
Marton, Marton

Registration

Registration NumberCC31407
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated24 Nov 1972
Registered office
Wellington Road, Wellington, 4710

Sector & Activities

Primary Sector
Arts & Culture
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: 28 September 2026.