Canterbury Direct Investments Limited — Social Services Charity in Christchurch
Canterbury Direct Investments Limited is a Statutory Organisation charity in the Social Services sector, based in Christchurch, Christchurch. Annual revenue: $21.2M NZD. Financial data as at March 2026.
Mission: The company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, particularly direct holdings in private equity and social infrastructure funds.
- Registration Number
- CC49771
- Charity Type
- Statutory Organisation
- Registration Date
- 2013-09-18
- Status
- Active
- Sector
- Social Services
- Location
- Christchurch, Christchurch
- Website
- https://www.ratafoundation.org.nz
- compliance@ratafoundation.org.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $21.2M NZD
- Total Expenses
- $14.8M NZD
- Total Assets
- $261.5M NZD
- Net Assets
- $61.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $21.2M | $14.8M | $61.5M |
| 2025 | $18.4M | $12.2M | $55.1M |
| 2024 | $19.7M | $12.8M | $47.7M |
| 2023 | $15.2M | $9.8M | $40.8M |
| 2022 | $17.1M | $4.7M | $35.3M |
| 2021 | $5.8M | $1.7M | $22.9M |
| 2020 | $3.1M | $0.8M | $18.8M |
| 2019 | $4.8M | $0.9M | $16.6M |
| 2018 | $2.1M | $0.6M | $12.7M |
| 2017 | $2.1M | $0.9M | $11.2M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Peter Weir | Director | 2026-01-30 |
| Katie Foote | Director | 2026-01-30 |
| Alexander Margaritis | Director | 2026-01-30 |
| Dean Percy | Director | 2025-09-08 |
| David Jessep | Director | 2020-10-21 |
| Glenn Livingstone | Director | 2020-10-21 |
| John Murphy | Director | 2019-06-01 |
| Josiah Tualamali'i | Director | 2019-06-01 |
Former Officers (29)
- Judene Edgar — Director (departed 2026-08-31)
- David Ivory — Director (departed 2026-08-31)
- Anne-Marie Kite — Director (departed 2026-01-30)
- Howard Timms — Director (departed 2026-01-30)
- Christopher Ford — Director (departed 2026-01-30)
- Sharon Gemmell — Director (departed 2026-08-31)
- Michael Bendall — Director (departed 2025-01-19)
- Philippa Burns — Director (departed 2026-08-31)
- Katherine Sherriff — Director (departed 2019-12-01)
- Mike Rutledge — Director (departed 2021-08-15)
- Robyn Wallace — Director (departed 2021-08-15)
- Elizabeth Lovell — Director (departed 2021-08-15)
- Sam MacDonald — Director (departed 2018-06-30)
- Antonina Grant — Director (departed 2022-10-31)
- Anthony de Reeper — Director (departed 2019-05-31)
- Sarah-Jane Weir — Director (departed 2021-08-15)
- Paulasi Fakahu — Trustee (departed 2016-08-27)
- Gillian Spooner — Director (departed 2015-02-09)
- Christine Korako — Director (departed 2020-09-09)
- Rosemary Wells — Director (departed 2020-09-09)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Peter Sommerville | Trustee | - | 2022 |
| Kevin Doherty | Trustee | - | 2022 |
| Margaret Coates | Trustee | - | 2022 |
| Peter Guthrie | Trustee | - | 2021 |
| David Moffett | Chair | - | 2021 |
| Michael Deane | Trustee | - | 2021 |
| Ngaire Button | Trustee | - | 2021 |
| Raewyn Pou | Trustee | - | 2021 |
| David Tritt | Chair | - | 2022 |
| Nicola Scott | Trustee | - | 2022 |
Major Funders and Contracts (FY2025)
As disclosed in Canterbury Direct Investments Limited's annual report.
- Fund managers (10 investment managers) — $2,040,000 — Investment management and advisory services
Service Providers
- KPMG
- KPMG
- Mercer
- Rhodes & Co
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Canterbury Direct Investments Limited
Financial data as at March 2026. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
How ratings work →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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 8. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
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.
$21.2M
$14.8M
$261.5M
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
About
The company is engaged in the business of the management and investment of funds in accordance with shareholder policies for charitable purposes, particularly direct holdings in private equity and social infrastructure funds.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 3 peers · Social Services · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 1 October 2026.
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