Top of the South Community Foundation — Health Charity in Richmond
Top of the South Community Foundation is a Trust charity in the Health sector, based in Richmond, Richmond. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $4.8M NZD. 1 red flag detected. Financial data as at March 2025.
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
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- 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
Financial Summary
- Total Revenue
- $4.8M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $11.5M NZD
- Net Assets
- $11.5M NZD
- Reserve Months
- 4453.3 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $4.8M | $0.0M | $11.5M |
| 2024 | $1.0M | $0.1M | $6.8M |
| 2023 | $0.6M | $0.2M | $5.9M |
| 2022 | $4.9M | $0.1M | $5.4M |
| 2021 | $0.2M | $0.0M | $0.2M |
| 2020 | $0.0M | $0.0M | $0.5M |
| 2019 | $0.3M | $0.0M | $0.5M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.1M | $0.0M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 4453.3 months of expenses in reserves ($11.5M) — above the 36-month threshold used for fundraising-driven charities
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (33)
- 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
- Anissa Bain — Trustee
- Dene Gavin — Trustee (departed 2020-10-23)
- David Ashcroft — Chair (departed 2025-05-24)
- Elizabeth Crawshaw — Trustee (departed 2019-04-10)
- Nicholas Moore — Trustee (departed 2024-09-24)
- William Agnew — Trustee (departed 2024-09-24)
- Timothy Saunders — Trustee (departed 2022-12-20)
- Julie Varney — Trustee (departed 2018-11-10)
- Rachel Rae — Officer (departed 2015-09-16)
- Alan Hinton — Officer (departed 2016-11-08)
- Robin Whalley — Trustee (departed 2017-11-09)
- Kevin Isherwood — Trustee (departed 2012-09-21)
Funding Sources
- Public Donations — $4,769,260
Similar Charities in Health
Top of the South Community Foundation
CC34345Richmond, RichmondRegistered 30 Jun 2008
Data updated: Today
Financials31 Mar 2025Rating8h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$4.8M
Expenses
$30.9K
Assets
$11.5M
Staff
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Arts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
NelsonMarlboroughTasman
About
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.
Key Statistics
Annual Revenue
$4.8M
Total Expenses
$30.9K
Net Assets
$11.5M
Staff
5
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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 Donations
Donations100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 59 peers · Health · $1M – $10M
Rating Score
30
Revenue
$4.8M
Reserve Months
4453.3
Surplus
$4.7M
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 NumberCC34345
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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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