Forum North Trust 2013 — Education Charity in Whangarei
Forum North Trust 2013 is a Trust charity in the Education sector, based in Whangarei, Whangarei. CharityData rates this charity C+ (68/100). Annual revenue: $1.1M NZD. Financial data as at March 2024.
Mission: To effect and assist in the funding and construction of a new 850 plus seat theatre with fly tower for Whangarei to compliment the existing facilities at Forum North, namely the Capitaine Bougainville Theatre, Te Kotahitanga Exhibition Hall, Bounty Room and Cafler Suite. To encourage, support and promote Artistic, cultural, educational, intellectual, physical, social, recreational, charitable and religious activities in the Facilities. To foster and provide opportunities for the participation and enjoyment of the public in the Facilities.
- Registration Number
- CC57201
- Charity Type
- Trust
- Registration Date
- 2019-10-29
- Status
- Active
- CharityData Rating
- C+ (68/100)
- Sector
- Education
- Location
- Whangarei, Whangarei
- Website
- https://forumnorthtrust.org.nz
- alan.p.dino@xtra.co.nz
- Data as at
- March 2024
Beneficiaries: General public
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $2.3M NZD
- Net Assets
- $1.1M NZD
- Reserve Months
- 63.1 months of operating expenses
- Volunteers
- 10
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $1.1M | $0.0M | $1.1M |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | - | $0.0M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 68/100
- Financial Score
- 65
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.4%
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Jeremy Kloet | Treasurer | 2023-05-28 |
| Alan Palmer | Secretary | 2022-09-23 |
| Lachlan McLean | Chair | 2021-07-31 |
| Terence O'Connor | Vice Chair | 2021-07-31 |
| Grant Stevens | Trustee | 2019-11-26 |
Former Officers (9)
- Sandra McKersey — Trustee (departed 2023-07-25)
- Luke Bird — Trustee (departed 2024-12-31)
- Kawiti Waetford — Trustee (departed 2021-07-15)
- Cherry Hermon — Trustee (departed 2024-03-31)
- Andrea Ross — Trustee (departed 2021-10-13)
- Calvin Green — Trustee-and-Co-Chairperson (departed 2020-12-02)
- Ian Pritchard — Trustee (departed 2022-07-28)
- Rosalyn Martin — Trustee-and-Co-Chairperson (departed 2020-12-02)
- Ian Reeves — Trustee and Secretary (departed 2021-07-21)
Funding Sources
- Oxford Sports Trust — $4,000
- Pub Charity Limited — $3,527
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Forum North Trust 2013
Financial data as at March 2024. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Current annual return overdueThe newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$1.1M
$5.8K
$2.3M
Financial data from Charities Services annual return (FY2024). 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.
About
To effect and assist in the funding and construction of a new 850 plus seat theatre with fly tower for Whangarei to compliment the existing facilities at Forum North, namely the Capitaine Bougainville Theatre, Te Kotahitanga Exhibition Hall, Bounty Room and Cafler Suite. To encourage, support and promote Artistic, cultural, educational, intellectual, physical, social, recreational, charitable and religious activities in the Facilities. To foster and provide opportunities for the participation and enjoyment of the public in the Facilities.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (5 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 37 peers · Education · $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
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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: 29 September 2026.
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