Rātā Foundation Limited — Community 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 B (78/100). Annual revenue: $24.4M NZD. Financial data as at March 2025.
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
- B (78/100)
- Sector
- Community Development
- Location
- Christchurch, Christchurch
- Website
- https://www.ratafoundation.org.nz
- compliance@ratafoundation.org.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $24.4M NZD
- Total Expenses
- $24.3M NZD
- Total Assets
- $36.8M NZD
- Net Assets
- $22.5M NZD
- Reserve Months
- 11.1 months of operating expenses
- Staff Count
- 0
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 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 |
| 2016 | $17.0M | $16.1M | $4.0M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 78/100
- Financial Score
- 90
- Governance Score
- 50
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (34)
- Dean Percy — Director
- Judene Edgar — Director
- David Ivory — Director
- Anne-Marie Kite — Director
- Howard Timms — Director
- Christopher Ford — Director
- David Jessep — Director
- Glenn Livingstone — Director
- Michael Bendall — Director (departed 2025-01-19)
- Sharon Gemmell — Director
- John Murphy — Director
- Josiah Tualamali'i — Director
- Philippa Burns — Director
- Katherine Sherriff — Director (departed 2019-12-01)
- Robyn Wallace — Director (departed 2021-08-15)
- Mike Rutledge — Director (departed 2021-08-15)
- Elizabeth Lovell — Director (departed 2021-08-15)
- Sam MacDonald — Director (departed 2018-06-30)
- Atonina Grant — Director (departed 2022-10-31)
- Sarah-Jane Weir — Director (departed 2021-08-15)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Melanie Cheung | Trustee | - | 2022 |
| Graeme Bowman | Trustee | - | 2022 |
| Gareth Tredway | Trustee | - | 2022 |
| Richard Leggat | Trustee | - | 2021 |
| Pip Crerar | Chair | - | 2021 |
| Wayne Guppy | Trustee | - | 2022 |
| Geoff Dangerfield | Chief Executive Officer | - | 2021 |
| Alison Parata | Trustee | - | 2021 |
| Liz Mellish | Trustee | - | 2021 |
| Nan Wehipeihana | Chair | - | 2022 |
| Ken Whelan | Trustee | - | 2021 |
Funding Sources
- Public Donations — $23,600,000
Service Providers
- Matt Kinraid
- KPMG
- Mercer
- Rhodes & Co
Similar Charities in Community Development
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- Te Whare Ngakau Trust — Community Development
- Kaipatiki Community Facilities Trust — Community Development
- Tuatapere Hump Track Ltd — Community Development
- Pukete Neighbourhood Association Incorporated — Community Development
Rātā Foundation Limited
CC49724Christchurch, ChristchurchRegistered 12 Sept 2013
Data updated: Today
Financials31 Mar 2025Rating10h ago
Financial data as at March 2025. Sourced from Charities Services register.
B
78/100
Financial
90
Governance
50
Transparency
50
Revenue
$24.4M
Expenses
$24.3M
Assets
$36.8M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis 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
$24.4M
Total Expenses
$24.3M
Net Assets
$22.5M
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (12 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
6
Score /100
Highly Concentrated
HHI: 9,380
High Concentration: 97% of revenue from Donations
Donations96.8%
Other3.2%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 500 peers · Community Development (all sizes)
Rating Score
78
Revenue
$24.4M
Reserve Months
11.1
Surplus
$80K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC49724
Entity TypeTrust
Registered12 Sept 2013
StatusRegistered
Sector & Activities
Primary Sector
Community DevelopmentData 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: 23 April 2026.
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