Whangarei Museum & Heritage Trust — Education Charity in Whangarei

Whangarei Museum & Heritage Trust is a Trust charity in the Education sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. Annual revenue: $1.2M NZD. Financial data as at June 2025.

Mission: To acquire and care for collections with a natural and human history focus reflecting the interaction between natural and human history in Northland. To make these collections accessible to our community through research, displays, special exhibitions and events which are relevant, informative, educational, inspirational, enjoyable and fun.

Registration Number
CC27239
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Whangarei, Whangarei
Email
director@kiwinorth.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Animals, Children / young people, Family / whanau, General public, Older people, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$1.3M NZD
Total Assets
$5.3M NZD
Net Assets
$4.8M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
16
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$1.3M$4.8M
2024$1.3M$1.1M$5.0M
2023$1.0M$1.1M$4.8M
2022$1.1M$1.1M$4.8M
2021$1.6M$1.1M$4.8M
2020$1.0M$1.0M$4.3M
2019$1.0M$1.0M$4.2M
2018$0.9M$1.0M$4.3M
2017$0.9M$0.8M$4.3M
2016$1.3M$0.8M$4.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Secha AlachTrustee2026-05-30
Raymond SandersTrustee2026-05-27
Ruth Green-ColeDirector2025-12-15
William FentonTrustee2025-04-02
John EynonTrustee2024-05-15
Sherralee HendrikseTrustee2023-11-08
Marie OlsenWdc Cllr Appointed2023-01-25
Simon ReidDistrict Council Rep2020-02-26
Ian PetersTrustee2014-07-23

Former Officers (27)

  • Laurel Belworthy — Director-Trustee-Board-Member (departed 2025-04-01)
  • Bronwyn Dalley — Trustee (departed 2025-01-15)
  • Peter Felhofer — Trustee-Chair (departed 2025-07-21)
  • Jonathan Edwards — Trustee (departed 2019-02-27)
  • Anna Murphy — Council Representative (departed 2022-10-26)
  • Linda Ace — Director (departed 2023-04-26)
  • Alison Fry — Director (departed 2022-01-31)
  • Richard Cranenburgh — Trustee (departed 2019-09-25)
  • Cleve Bloor — Trustee (departed 2017-06-21)
  • Patricia Cutforth — Council Rep (departed 2016-12-20)
  • Kura Te Waru-Rewiri — Trustee (departed 2015-04-28)
  • William Sugrue — Trustee (departed 2016-04-20)
  • Margaret Matthews — Trustee (departed 2016-02-24)
  • Stewart Bowden — Trustee (departed 2016-05-18)
  • Patricia Price — Trustee (departed 2014-02-20)
  • Suzanne Walters — Park Director (departed 2010-10-01)
  • Brian McLachlan — Trustee (departed 2013-11-30)
  • Linda Wigley — Trustee (departed 2009-01-31)
  • Brian Morris — Trustee (departed 2024-05-15)
  • Raumoa Kawiti — Trustee (departed 2009-07-31)

Funding Sources

  • Foundation North — $300,000
  • Foundation North — $200,000
  • Foundation North — $68,000
  • Foundation North — $60,000
  • Foundation North — $25,000

Similar Charities in Education

FunderEducationTrustTrust

Whangarei Museum & Heritage Trust

CC27239Whangarei, WhangareiRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials30 Jun 2025Rating5d ago

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

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 9. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$1.2M

Expenses

$1.3M

Assets

$5.3M

Staff

16

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Northland

About

Mission

To acquire and care for collections with a natural and human history focus reflecting the interaction between natural and human history in Northland. To make these collections accessible to our community through research, displays, special exhibitions and events which are relevant, informative, educational, inspirational, enjoyable and fun.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleFamily / whanauGeneral publicOlder peoplePeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$1.3M
Net Assets
$4.8M
Staff
16
employees
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
5.7mo
Could operate 5.7 months with zero revenue
Low reserves
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

51
Score /100
Concentrated
HHI: 4,869
Government Grants56.5%
Other40.9%
Investment Income1.9%
Trading / Services0.5%
Donations0.2%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
0
#24/38
Revenue
$1.2M
#33/38
Reserve Months
0.0
#1/38
Surplus
$-118K
#33/38
Staff Cost %
62%
#38/38

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Whangarei, Whangarei

Registration

Registration NumberCC27239
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 May 2007
Registered office
500 State Highway 14, Maunu, Whangarei

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)Sponsors / 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: 1 October 2026.