{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Rātā Foundation Limited","slug":"rata-foundation-limited","charities_register_number":"CC49724","nzbn":"9429034882702","status":"registered","registration_date":"2013-09-12","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Community Development","icnpo_group":"Philanthropic Intermediaries and Voluntarism Promotion","region":"Christchurch","city":"Christchurch","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":"https://www.ratafoundation.org.nz","purpose":"Rata Foundation Ltd Company distributes grants to qualifying organisations in the Canterbury, Nelson, Marlborough and Chatham Island regions.\r\nThe company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, including an investment in a property fund, and makes grants. Grant applications which are received from Charities are evaluated against Rata's funding programme policies.","mission":"Rata Foundation Ltd Company distributes grants to qualifying organisations in the Canterbury, Nelson, Marlborough and Chatham Island regions.\r\nThe company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, including an investment in a property fund, and makes grants. Grant applications which are received from Charities are evaluated against Rata's funding programme policies."},"rating":{"rated":true,"grade":"C+","score":67.8,"score_scale":"0-100","financial_score":97.5,"governance_score":65,"transparency_score":65,"computed_date":"2026-09-11","methodology_version":"3.8","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":1,"types":["excessive_trustee_workload"],"descriptions":["trustees holding many concurrent board roles"],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":21614000,"total_expenses_nzd":21611000,"surplus_deficit_nzd":3000,"total_assets_nzd":37261000,"total_liabilities_nzd":14762000,"net_assets_nzd":22499000,"cash_reserves_nzd":0,"government_grants_nzd":0,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier2","financial_report_audited":null,"source_filing_pdf":null,"consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":21614000,"total_expenses_nzd":21611000,"surplus_deficit_nzd":3000,"net_assets_nzd":22499000,"source_filing_pdf":null},{"year_ended":"2025-03-31","total_revenue_nzd":24386000,"total_expenses_nzd":24306000,"surplus_deficit_nzd":80000,"net_assets_nzd":22496000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=04900d1c-c00e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":19500000,"total_expenses_nzd":19278000,"surplus_deficit_nzd":222000,"net_assets_nzd":22416000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9f44136f-edef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":23000000,"total_expenses_nzd":22836000,"surplus_deficit_nzd":null,"net_assets_nzd":22194000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=cc2f5cd2-52d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":15853000,"total_expenses_nzd":15284000,"surplus_deficit_nzd":null,"net_assets_nzd":22030000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5a2ff68a-81b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":18896000,"total_expenses_nzd":18266000,"surplus_deficit_nzd":null,"net_assets_nzd":21461000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e4320ff5-af92-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":15379000,"total_expenses_nzd":15002000,"surplus_deficit_nzd":null,"net_assets_nzd":4610000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=140ec16c-de73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":17983000,"total_expenses_nzd":17812000,"surplus_deficit_nzd":null,"net_assets_nzd":4233000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3dbbb4d1-4354-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":17071000,"total_expenses_nzd":17386000,"surplus_deficit_nzd":null,"net_assets_nzd":4062000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=00a794b2-7a35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":14963000,"total_expenses_nzd":14453000,"surplus_deficit_nzd":null,"net_assets_nzd":4377000,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0ef59daf-ad8e-e711-bde0-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":8,"total_officers_recorded":37,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"KPMG","latest_audit_opinion":"unqualified","going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[{"firm":"KPMG","type":"auditor"}],"links":{"profile":"https://charitydata.co.nz/charities/rata-foundation-limited","markdown":"https://charitydata.co.nz/api/v1/charities/rata-foundation-limited/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/rata-foundation-limited/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC49724","website":"https://www.ratafoundation.org.nz"},"freshness":{"register_as_of":"2026-09-11","financials_updated":"2026-09-11","rating_computed":"2026-09-11","generated_at":"2026-09-11T17:50:59.311Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}