Ula Fosbender Trust Fund — Community Development Charity in Invercargill

Ula Fosbender Trust Fund is a Trust charity in the Community Development sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at April 2026.

Mission: Makes donations

Registration Number
CC32890
Charity Type
Trust
Registration Date
2025-09-01
Status
Active
Sector
Community Development
Location
Invercargill, Invercargill
Email
sarah.mckenzie@prlaw.co.nz
Funder Status
Grant-making charity (trust)
Data as at
April 2026

Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-04-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M$0.1M
2014$0.0M$0.0M$0.1M
2013$0.0M$0.0M$0.1M
2012$0.0M$0.0M$0.1M
2011$0.0M$0.0M$0.1M
2010$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (4)

  • Gareth Davis — Trustee
  • John Flaus — Trustee (departed 2025-08-26)
  • David Gibson — Trustee (departed 2008-10-08)
  • Warwick Cambridge — Trustee (departed 2025-08-26)

Similar Charities in Community Development

FunderCommunity DevelopmentTrustTrust

Ula Fosbender Trust Fund

CC32890Invercargill, InvercargillRegistered 1 Sept 2025
Data updated: 5 days ago
Financials5mo agoRating3d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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.

Revenue

$2.4K

Expenses

$2.4K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Southland

About

Mission

Makes donations

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$2.4K
Total Expenses
$2.4K
Net Assets
-

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
33773.5mo
Could operate 33773.5 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 302 peers · Community Development · Under $100K

Rating Score
0
#84/303
Revenue
$2K
#261/303
Reserve Months
0.0
#1/303
Surplus
$11
#186/303
Staff Cost %
0%
#1/303

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2018
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
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
Invercargill, Invercargill

Registration

Registration NumberCC32890
Entity TypeTrust
Registered1 Sept 2025
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants to organisations (including schools or other charities)

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.