The Henry and William Williams Memorial Museum Trust — Arts & Culture Charity in Auckland
The Henry and William Williams Memorial Museum Trust is a Charitable Trust charity in the Arts & Culture sector, based in Auckland, Auckland. CharityData rates this charity B- (71.5/100). Annual revenue: $1.7M NZD. Financial data as at March 2026.
Mission: The Trust’s purpose is to protect and preserve the Williams Family heritage property at Pakaraka, Northland, known as The Retreat, and to establish it as a museum “for charitable, religious, educational and scientific purposes of a public nature” and as a memorial to the lives of the four Williams missionaries who contributed so significantly during the earliest years of European contact in New Zealand.
- Registration Number
- CC11267
- Charity Type
- Charitable Trust
- Registration Date
- 2007-10-03
- Status
- Active
- CharityData Rating
- B- (71.5/100)
- Sector
- Arts & Culture
- Location
- Auckland, Auckland
- williamsmuseum@gmail.com
- Data as at
- March 2026
Beneficiaries: General public, Other - All
Financial Summary
- Total Revenue
- $1.7M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.6M NZD
- Net Assets
- $2.6M NZD
- Reserve Months
- 407.6 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $1.7M | $0.1M | $2.6M |
| 2025 | $0.1M | $0.0M | $0.9M |
| 2024 | $0.0M | $0.2M | - |
| 2023 | $0.2M | $0.0M | $0.8M |
| 2022 | $0.1M | $0.1M | $0.8M |
| 2021 | $0.0M | $0.0M | $0.6M |
| 2020 | $0.0M | $0.0M | $0.6M |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.1M | $0.2M | - |
| 2017 | $0.2M | $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 (8)
| Name | Role | Appointed |
|---|---|---|
| Samuel Carpenter | Trustee | 2025-11-01 |
| Michael Dodgshun | Trustee | 2023-03-11 |
| Michael Ludbrook | Trustee | 2022-03-04 |
| Heather Stanley | Trustee | 2018-03-19 |
| Christina Angelova | Trustee | 2012-12-19 |
| John Andrews | Trustee | 2012-12-19 |
| Camilla Hope-Simcock | Chair | 2012-12-19 |
| Kirsty McGill | Trustee | 2012-12-19 |
Former Officers (7)
- Fiona Maclean — Treasurer (departed 2025-03-31)
- Gerard Williams — Trustee (departed 2019-03-18)
- Charlotte Hester Williams — Trustee (departed 2017-11-01)
- Edward Richard Woods — Trustee (departed 2013-01-31)
- Eila Josephine Searles — Trustee (departed 2021-10-25)
- Christopher Dan Williams — Trustee (departed 2023-03-11)
- Priscilla Jane Williams — Trustee (departed 2024-06-17)
Funding Sources
- Foundation North — $25,000
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The Henry and William Williams Memorial Museum Trust
Financial data as at March 2026. Sourced from Charities Services register.
$1.7M
$54.6K
$2.6M
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.
Funded By
Registered charities that have funded this organisation.
About
The Trust’s purpose is to protect and preserve the Williams Family heritage property at Pakaraka, Northland, known as The Retreat, and to establish it as a museum “for charitable, religious, educational and scientific purposes of a public nature” and as a memorial to the lives of the four Williams missionaries who contributed so significantly during the earliest years of European contact in New Zealand.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 39 peers · Arts & Culture · $1M – $10M
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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Registration
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: 3 October 2026.
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