Top of the South Community Foundation — Community Development Charity in Richmond
Top of the South Community Foundation is a Charitable Trust charity in the Community Development sector, based in Richmond, Richmond. This organisation also provides funding to other charities. CharityData rates this charity B+ (82/100). Annual revenue: $5.3M NZD. Financial data as at March 2025.
Top of the South Community Foundation is part of the same organisation as Top of the South Community Foundation Limited (CC45256). Each registration files its own accounts.
Mission: The mission of the Top of the South Community Foundation is to inspire and enable generosity to benefit our local community forever. We encourage people to leave a gift in their will (and/or) during their lifetime to benefit the wider Tasman, Nelson, Marlborough region. The capital remains intact, annual distributions are made from individual's endowment funds and the distributions are made locally. At the heart of everything we do is building strong communities.
- Registration Number
- CC34345
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B+ (82/100)
- Sector
- Community Development
- Location
- Richmond, Richmond
- Website
- http://www.topsouthfoundation.org.nz
- info@topsouthfoundation.org.nz
- Funder Status
- Grant-making charity (community_trust)
- Data as at
- March 2025
Beneficiaries: General public, Other charities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $5.3M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $11.6M NZD
- Net Assets
- $11.6M NZD
- Reserve Months
- 2.1 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $5.3M | $0.6M | $11.6M |
| 2024 | $1.2M | $0.3M | $6.8M |
| 2023 | $0.7M | $0.3M | $5.9M |
| 2022 | $4.9M | $0.1M | $5.4M |
| 2021 | $0.2M | $0.0M | - |
| 2020 | $0.0M | $0.0M | $0.5M |
| 2019 | $0.4M | $0.0M | $0.5M |
| 2018 | $0.1M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.0M | $0.1M | $0.0M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82/100
- Financial Score
- 85
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Alexander Hannant | Trustee | 2026-02-10 |
| Howard Timms | Trustee | 2026-02-10 |
| Corey Hebberd | Trustee | 2026-02-10 |
Former Officers (34)
- Chelsea Routhan — CEO
- Paul Nicholson — Trustee
- Rachel Sanson — Trustee
- Jane Peterson — Chair
- William Rainey — Trustee
- Annette Stow — Eo (departed 2025-09-30)
- Ailie Suzuki — Trustee (departed 2024-11-26)
- Roy Dawson — Trustee (departed 2025-12-31)
- Anissa Bain — Trustee
- Dene Gavin — Trustee (departed 2020-10-23)
- David Ashcroft — Chair (departed 2025-05-24)
- Elizabeth Crawshaw — Trustee (departed 2019-04-10)
- William Agnew — Trustee (departed 2024-09-24)
- Timothy Saunders — Trustee (departed 2022-12-20)
- Nicholas Moore — Trustee (departed 2024-09-24)
- Julie Varney — Trustee (departed 2018-11-10)
- Rachel Rae — Officer (departed 2015-09-16)
- Robin Whalley — Trustee (departed 2017-11-09)
- Alan Hinton — Officer (departed 2016-11-08)
- Kevin Isherwood — Trustee (departed 2012-09-21)
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- Home in Place (New Zealand) Limited — Community Development
Top of the South Community Foundation
Financial data as at March 2025. Sourced from Charities Services register.
$5.3M
$591.2K
$11.6M
5
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.
Relationship: related_entity
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.
About
The mission of the Top of the South Community Foundation is to inspire and enable generosity to benefit our local community forever. We encourage people to leave a gift in their will (and/or) during their lifetime to benefit the wider Tasman, Nelson, Marlborough region. The capital remains intact, annual distributions are made from individual's endowment funds and the distributions are made locally. At the heart of everything we do is building strong communities.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 50 peers · Community Development · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Sector & Activities
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: 5 October 2026.
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