Foundation For Orthodontic Research And Education NZAO ("FORENZAO") Charitable Trust — Education Charity in Albany

Foundation For Orthodontic Research And Education NZAO ("FORENZAO") Charitable Trust is a Charitable Trust charity in the Education sector, based in Albany, Albany. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: to fund orthodontic research and development

Registration Number
CC21349
Charity Type
Charitable Trust
Registration Date
2008-02-25
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Albany, Albany
Email
forenzao@orthodontists.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
308.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.0M-
2022$0.1M$0.0M$1.2M
2021$0.1M$0.0M-
2020$0.1M$0.0M-
2019$0.1M$0.0M-
2018$0.1M$0.0M-
2017$0.1M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Michael SkilbeckTrustee & Treasurer2024-12-04
Grace NicholsTrustee2024-07-24
Winifred HardingChair2018-09-20
Robert NarevTrustee2014-08-01
Matthew BarkerTrustee2009-10-02
Janice Mary SommervilleTrustee2008-02-26
Robert Peter MaxTrustee2008-02-26

Former Officers (11)

  • Marguerite Crooks — Trustee (departed 2021-08-03)
  • Kieran O'Neill — Trustee (departed 2019-09-05)
  • Kristy Skidmore — Trustee (departed 2024-01-30)
  • Alan Isaac — Trustee (departed 2018-04-17)
  • Peter Barwick — Independent Trustee (departed 2016-03-31)
  • John Muir — Trustee (departed 2013-09-21)
  • Peter Fowler — Trustee (departed 2011-07-20)
  • Mark Pinkerton — Trustee (departed 2013-03-31)
  • Peter Gerald Gilbert — Trustee (departed 2020-09-24)
  • Andrew Blair Marriott — Trustee & Treasurer (departed 2024-05-29)
  • Peter Archer Dallimore — Trustee (departed 2009-10-02)

Similar Charities in Education

FunderEducationCharitable TrustFoundation

Foundation For Orthodontic Research And Education NZAO ("FORENZAO") Charitable Trust

CC21349Albany, AlbanyRegistered 25 Feb 2008
Data updated: 4 days ago
Financials6mo agoRating5d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$130.8K

Expenses

$63.4K

Financial data from Charities Services annual return (FY2026). 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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

to fund orthodontic research and development

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$130.8K
Total Expenses
$63.4K
Net Assets
-

Financial Trends

Financial Trends (18 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
308.3mo
Could operate 308.3 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

10
Score /100
Highly Concentrated
HHI: 8,995
High Concentration: 95% of revenue from Donations
Donations94.7%
Investment Income5.2%
Other0.2%

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

Peer Comparison

Ranked against 149 peers · Education · $100K – $1M

Rating Score
77
#23/150
Revenue
$131K
#133/150
Reserve Months
308.3
#1/150
Surplus
$67K
#43/150
Staff Cost %
0%
#1/150

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

Rating History

B
2026
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
D+
2025
Score: 53.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

Is this your charity?

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

Claim This Profile

Latest Audit

FY2024
Clean
3 years of audit history

Contact Details

Address
Albany, Albany

Registration

Registration NumberCC21349
Entity TypeCharitable Trust
Registered25 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Dec 2005
Registered office
C/O ANDERSON LLOYD CAUDWELL, SOLICITORS Level 10, Claredon Tower Cnr Oxford Terrace & Worcester Street Christchurch, Christchurch
Differs from Charities Register address (190 Bawden Road, RD 2, Dairy Flat, Albany, 0792, Albany, Albany). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsProvides advice / information / advocacySponsors / undertakes research

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.