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 (62.9/100). 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 (62.9/100)
- Sector
- Education
- Location
- Whangarei, Whangarei
- Website
- https://forumnorthtrust.org.nz
- alan.p.dino@xtra.co.nz
- Data as at
- March 2024
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $2.3M 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 | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | - | - |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 62.9/100
- Financial Score
- 57.7
- 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
- Christ's College Canterbury — Education
- Pukekohe Christian School Trust — Education
- IPENZ Foundation — Education
- Sathya Sai Preschool Rongomai — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
EducationTrust
Forum North Trust 2013
CC57201Whangarei, WhangareiRegistered 29 Oct 2019
Data updated: 3 days ago
Financials31 Mar 2024Rating4d ago
Financial data as at March 2024. Sourced from Charities Services register.
C
63/100
Financial
58
Governance
75
Transparency
65
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 overdueLatest annual return is 25 months old — the current return is overdue with Charities Services
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.
Revenue
$1.1M
Expenses
$5.8K
Assets
$2.3M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Key Statistics
Annual Revenue
$1.1M
Total Expenses
$5.8K
Net Assets
-
Volunteers
10
Financial Trends
Financial Trends (5 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Cents to the Cause
36c
For every $1 spent, 36c reaches programs
Needs attention
Sustainability
63.1mo
Could operate 63.1 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
4
Score /100
Highly Concentrated
HHI: 9,568
High Concentration: 98% of revenue from Donations
Donations97.8%
Other1.6%
Investment Income0.6%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 38 peers · Education · $1M – $10M
Rating Score
63
Revenue
$1.1M
Reserve Months
63.1
Surplus
$1.1M
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
CScore: 62.9/100
Financial
57.7
Governance
75
Transparency
65
Why this grade: Financial 58 × 40% + Governance 75 × 60% = 68 → 63 after red-flag penalties → C.
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Claim This ProfileContact Details
Registration
Registration NumberCC57201
Entity TypeTrust
Registered29 Oct 2019
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Aug 2013
Registered office
C/-Henderson Reeves Connell Rishworth Lawyers Ltd 96 Bank Street Whangarei, Whangarei
Sector & Activities
Primary Sector
EducationData 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: 4 May 2026.
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