Wesley Historical Society (New Zealand) — Education Charity in Christchurch

Wesley Historical Society (New Zealand) is a Charitable Trust charity in the Education sector, based in Christchurch, Christchurch. CharityData rates this charity B- (73.9/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: The Society encourages the study of Methodist origins and development in Aotearoa New Zealand, and of Methodist missionary activity in the Pacific. It supports the research, recording, preservation, presentation and publication of historical material, contributing to an informed understanding of the interactions between Māori, Pākehā, Pacific peoples and other communities in Aotearoa New Zealand.

Registration Number
CC27058
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.9/100)
Sector
Education
Location
Christchurch, Christchurch
Email
treasurer.whs@methodist.nz
Data as at
June 2025

Beneficiaries: General public, Other charities, Religious groups

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
114.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.1M
2024$0.0M$0.0M$0.1M
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$0.0M$0.0M$0.1M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B-
Overall Score
73.9/100
Financial Score
73.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (12)

NameRoleAppointed
Simon KayEditor2025-07-01
Gary CloverVice President2022-11-18
Rowan TautariExecutive Committee Member2022-11-18
So'otaga P-MisikeiExecutive Committee Member2022-11-18
Elaine BolithoExecutive Committee Member2021-11-19
Brian TurnerExecutive Committee Member2021-11-19
Lynne WallSecretary2016-09-30
Ian FaulknerChair2015-04-29
Peter LaneTreasurer2010-02-01
Terry WallExecutive Committee Member2010-02-01
Eric LaurensonExecutive Committee Member1988-11-01
Norman BrookesExecutive Committee Member1986-11-01

Former Officers (12)

  • Allan Davidson — Executive Committee Member (departed 2025-06-30)
  • Margaret Ziegler — Secretary (departed 2015-08-18)
  • Philip Taylor — Trustee (departed 2010-07-01)
  • Ruth Blundell — Treasurer (departed 2011-07-01)
  • Shona Michie — Trustee (departed 2018-12-31)
  • Graeme White — Trustee (departed 2010-02-01)
  • Terence Wall — Trustee (departed 2010-07-01)
  • Helen Laurenson — President (departed 2020-11-06)
  • Margaret Gordon — Trustee (departed 2010-07-01)
  • Barry Neal — Secretary (departed 2010-02-01)
  • Susan Thompson — Vice President (departed 2022-09-30)
  • Jill Weeks — Trustee (departed 2015-04-29)

Similar Charities in Education

EducationCharitable Trust

Wesley Historical Society (New Zealand)

CC27058Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 4 days ago
Financials30 Jun 2025Rating5d ago

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

B-
74/100
Financial
74
Governance
75
Transparency
65
Revenue

$20.3K

Expenses

$11.2K

Assets

$126.0K

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.

About

Mission

The Society encourages the study of Methodist origins and development in Aotearoa New Zealand, and of Methodist missionary activity in the Pacific. It supports the research, recording, preservation, presentation and publication of historical material, contributing to an informed understanding of the interactions between Māori, Pākehā, Pacific peoples and other communities in Aotearoa New Zealand.

Who We Serve

Beneficiaries
General publicOther charitiesReligious groups

Key Statistics

Annual Revenue
$20.3K
Total Expenses
$11.2K
Net Assets
$124.1K
Volunteers
0

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
114mo
Could operate 114 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

48
Score /100
Concentrated
HHI: 5,181
Other67.8%
Investment Income22.8%
Trading / Services7.9%
Donations1.5%

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

Peer Comparison

Ranked against 297 peers · Education · Under $100K

Rating Score
74
#20/298
Revenue
$20K
#132/298
Reserve Months
114.0
#1/298
Surplus
$9K
#47/298
Staff Cost %
0%
#1/298

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

Rating

B-
Score: 73.9/100
Financial
73.5
Governance
75
Transparency
65
Why this grade: Financial 74 × 40% + Governance 75 × 60% = 74 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC27058
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 1954
Registered office
MORLEY HOUSE 25 LATIMER SQUARE CHRISTCHURCH, Christchurch

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides religious services / activitiesSponsors / undertakes researchOther - 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: 6 October 2026.