The Howick & Districts Historical Society Incorporated — Arts & Culture Charity in Auckland

The Howick & Districts Historical Society Incorporated is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. Annual revenue: $1.1M NZD. Financial data as at June 2025.

Mission: To encourage active exploration of our community's heritage, material culture, and landscape, with a focus on the period 1840 to 1880.

Registration Number
CC20924
Charity Type
Trust
Registration Date
2008-02-04
Status
Active
Sector
Arts & Culture
Location
Auckland, Auckland
Website
http://www.historicalvillage.org.nz
Email
secretary@fencible.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$1.2M NZD
Total Assets
$0.7M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
22
Volunteers
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.1M$1.2M$0.5M
2024$1.1M$1.2M$0.7M
2023$1.2M$1.2M$0.8M
2022$0.9M$1.0M$0.8M
2021$1.1M$0.9M$0.8M
2020$1.0M$1.0M$0.6M
2019$0.9M$0.9M$0.6M
2018$1.1M$1.2M$0.6M
2017$0.9M$0.9M$0.7M
2016$0.9M$0.9M$0.7M

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Michael WardTrustee2025-09-20
Maja HeinigerSecretary2023-09-23
Peter FarnonTreasurer2022-10-03
Kathy KennedyPresident2022-10-03
Malcolm PascoeTrustee2021-10-09
Chao YuTrustee2019-09-28
JOHN OSBORNETrustee2019-09-28
Steve UdyTrustee2019-09-28
Ian GibsonTrustee2019-09-28
Marin BurgessTrustee2016-09-24

Former Officers (28)

  • Marlies Wilson — Trustee (departed 2024-09-20)
  • Victoria Anderson — Secretary (departed 2023-09-23)
  • Timothy Cooper — Trustee (departed 2023-07-19)
  • Helen Carbery — Treasurer (departed 2022-10-01)
  • Petro Geldenhuys — Secretary (departed 2022-10-01)
  • Brian Stocking — Trustee (departed 2020-10-10)
  • Graham Killip — Treasurer (departed 2020-10-10)
  • Alan La Roche — Trustee (departed 2020-10-10)
  • Rob Mouncey — President (departed 2019-09-28)
  • Trevor Warbrooke — Trustee (departed 2022-10-01)
  • Raymond Burgess — President (departed 2013-09-21)
  • Noel Derbyshire — Trustee (departed 2013-08-21)
  • Matthew Bonnett — Trustee (departed 2013-09-21)
  • Fred Holland — Trustee (departed 2017-09-16)
  • Angleh Midgley — Committee Member (departed 2010-09-25)
  • Maxwell Heron — Committee Member (departed 2016-09-24)
  • Geoffrey Thompson — Committee Member (departed 2010-09-25)
  • Harry Allen — Trustee (departed 2021-10-09)
  • Andries Popping — Trustee (departed 2019-09-28)
  • Judith Wilson — N/a (departed 2010-10-20)

Funding Sources

  • Foundation North — $40,000
  • Foundation North — $40,000
  • Pub Charity Limited — $23,350.45
  • Four Winds Foundation Limited — $20,000
  • Four Winds Foundation Limited — $20,000
  • Four Winds Foundation Limited — $13,000
  • Blue Sky Community Trust — $10,000
  • Foundation North — $7,500
  • Rano Community Trust — $5,333.33
  • New Zealand Community Trust — $5,000
  • The Lion Foundation — $3,000

Similar Charities in Arts & Culture

The Howick & Districts Historical Society Incorporated logo
Arts & CultureTrust

The Howick & Districts Historical Society Incorporated

CC20924Auckland, AucklandRegistered 4 Feb 2008
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$1.1M

Expenses

$1.2M

Assets

$659.1K

Staff

22

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To encourage active exploration of our community's heritage, material culture, and landscape, with a focus on the period 1840 to 1880.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originPeople with disabilities

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$1.2M
Net Assets
$527.4K
Staff
22
employees
Volunteers
1

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
2.8mo
Could operate 2.8 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

46
Score /100
Concentrated
HHI: 5,363
Other64.7%
Donations34.3%
Investment Income0.8%
Trading / Services0.1%

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

Peer Comparison

Ranked against 22 peers · Arts & Culture · $1M – $10M

Rating Score
0
#14/23
Revenue
$1.1M
#21/23
Reserve Months
0.0
#1/23
Surplus
$-140K
#19/23
Staff Cost %
63%
#23/23

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC20924
Entity TypeTrust
Registered4 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated27 Apr 1964
Registered office
Rices Mall 65 Picton St, Howick, Auckland, 2014

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.