Rātā Foundation LimitedCommunity Development Charity in Christchurch

Rātā Foundation Limited is a Trust charity in the Community Development sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.8/100). Annual revenue: $21.6M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: Rata Foundation Ltd Company distributes grants to qualifying organisations in the Canterbury, Nelson, Marlborough and Chatham Island regions. The 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.

Registration Number
CC49724
Charity Type
Trust
Registration Date
2013-09-12
Status
Active
CharityData Rating
C+ (67.8/100)
Sector
Community Development
Location
Christchurch, Christchurch
Website
https://www.ratafoundation.org.nz
Email
compliance@ratafoundation.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Financial Summary

Total Revenue
$21.6M NZD
Total Expenses
$21.6M NZD
Total Assets
$37.3M NZD
Net Assets
$22.5M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$21.6M$21.6M$22.5M
2025$24.4M$24.3M$22.5M
2024$19.5M$19.3M$22.4M
2023$23.0M$22.8M$22.2M
2022$15.9M$15.3M$22.0M
2021$18.9M$18.3M$21.5M
2020$15.4M$15.0M$4.6M
2019$18.0M$17.8M$4.2M
2018$17.1M$17.4M$4.1M
2017$15.0M$14.5M$4.4M

CharityData Rating

Overall Grade
C+
Overall Score
67.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Red Flags

  • 5 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (34)

  • Dean PercyDirector
  • Judene EdgarDirector (departed 2026-08-31)
  • David IvoryDirector (departed 2026-08-31)
  • Anne-Marie KiteDirector
  • Howard TimmsDirector
  • Christopher FordDirector
  • Michael BendallDirector (departed 2025-01-19)
  • David JessepDirector
  • Sharon GemmellDirector (departed 2026-08-31)
  • Glenn LivingstoneDirector
  • John MurphyDirector
  • Josiah Tualamali'iDirector
  • Katherine SherriffDirector (departed 2019-12-01)
  • Philippa BurnsDirector (departed 2026-08-31)
  • Robyn WallaceDirector (departed 2021-08-15)
  • Elizabeth LovellDirector (departed 2021-08-15)
  • Mike RutledgeDirector (departed 2021-08-15)
  • Sam MacDonaldDirector (departed 2018-06-30)
  • Atonina GrantDirector (departed 2022-10-31)
  • Paulasi FakahauDirector (departed 2016-08-27)

Executive Compensation

NameRoleCompensationYear
Melanie CheungTrustee-2022
Graeme BowmanTrustee-2022
Gareth TredwayTrustee-2022
Richard LeggatTrustee-2021
Pip CrerarChair-2021
Wayne GuppyTrustee-2022
Geoff DangerfieldChief Executive Officer-2021
Alison ParataTrustee-2021
Liz MellishTrustee-2021
Nan WehipeihanaChair-2022
Ken WhelanTrustee-2021

Service Providers

  • Matt Kinraid
  • KPMG
  • Mercer
  • Rhodes & Co

Similar Charities in Community Development

Rātā Foundation Limited logo
FunderCommunity DevelopmentTrustFoundation

Rātā Foundation Limited

CC49724Christchurch, ChristchurchRegistered 12 Sept 2013
Data updated: Today
Financials5mo agoRating17h ago

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

C+
68/100
Reduced by penalties
Financial
98
Governance
65
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.

  • No chair designated
    Board of 12 with no chair designated on the register

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

$21.6M

Expenses

$21.6M

Assets

$37.3M

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

1 red flag identified- Review the Rating tab for details

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
Community Development
Beneficiaries
Elderly
Geographic Focus
CanterburyNelsonMarlborough

About

Mission

Rata Foundation Ltd Company distributes grants to qualifying organisations in the Canterbury, Nelson, Marlborough and Chatham Island regions. The 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.

Key Statistics

Annual Revenue
$21.6M
Total Expenses
$21.6M
Net Assets
$22.5M

Financial Trends

Financial Trends (13 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
0mo
Could operate 0 months with zero revenue
Critical
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 8 peers · Community Development · $10M – $50M

Rating Score
68
#1/9
Revenue
$21.6M
#2/9
Reserve Months
0.0
#1/9
Surplus
$3K
#9/9
Staff Cost %
0%
#1/9

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

Rating History

C+
2026
Score: 67.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
C
2025
Score: 62.5
Financial: 90 | Governance: 65 | Transparency: 65

Rating

C+
Score: 67.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → 68 after red-flag penalties → C+.
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

Registration

Registration NumberCC49724
Entity TypeTrust
Registered12 Sept 2013
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated12 Apr 2005
Company #1612061
Registered office
Level 2, 76 Victoria Street, Christchurch, 8013

Sector & Activities

Primary Sector
Community Development

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: 11 September 2026.