Rātā Foundation Limited — Social Services Charity in Christchurch
Rātā Foundation Limited is a Statutory Organisation charity in the Social Services sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $21.6M NZD. 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
- Statutory Organisation
- Registration Date
- 2013-09-12
- Status
- Active
- CharityData Rating
- A- (87.8/100)
- Sector
- Social Services
- Location
- Christchurch, Christchurch
- Website
- https://www.ratafoundation.org.nz
- compliance@ratafoundation.org.nz
- Funder Status
- Grant-making charity (foundation)
- 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
- $21.6M 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
| Year | Revenue | Expenses | Net 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
- A-
- Overall Score
- 87.8/100
- Financial Score
- 97.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Lynette Rayner | Director | 2026-09-01 |
| David McEvedy | Director | 2026-09-01 |
| Peter Floris | Director | 2026-09-01 |
| Erin Reeve | Director | 2026-09-01 |
| Peter Weir | Director | 2026-01-30 |
| Katie Foote | Director | 2026-01-30 |
| Alexander Margaritis | Director | 2026-01-30 |
Former Officers (34)
- Dean Percy — Director
- Judene Edgar — Director (departed 2026-08-31)
- David Ivory — Director (departed 2026-08-31)
- Christopher Ford — Director
- Howard Timms — Director
- Anne-Marie Kite — Director
- Glenn Livingstone — Director
- Sharon Gemmell — Director (departed 2026-08-31)
- Michael Bendall — Director (departed 2025-01-19)
- David Jessep — Director
- Josiah Tualamali'i — Director
- John Murphy — Director
- Katherine Sherriff — Director (departed 2019-12-01)
- Philippa Burns — Director (departed 2026-08-31)
- 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)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Melanie Cheung | Trustee | Board or trustee role | - | 2022 |
| Graeme Bowman | Trustee | Board or trustee role | - | 2022 |
| Gareth Tredway | Trustee | Board or trustee role | - | 2022 |
| Richard Leggat | Trustee | Board or trustee role | - | 2021 |
| Pip Crerar | Chair | Board or trustee role | - | 2021 |
| Wayne Guppy | Trustee | Board or trustee role | - | 2022 |
| Geoff Dangerfield | Chief Executive Officer | Executive role | - | 2021 |
| Alison Parata | Trustee | Board or trustee role | - | 2021 |
| Liz Mellish | Trustee | Board or trustee role | - | 2021 |
| Nan Wehipeihana | Chair | Board or trustee role | - | 2022 |
| Ken Whelan | Trustee | Board or trustee role | - | 2021 |
Service Providers
- Matt Kinraid
- KPMG
- Mercer
- Rhodes & Co
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Rātā Foundation Limited
Financial data as at March 2026. Sourced from Charities Services register.
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.
$21.6M
$21.6M
$37.3M
Financial data from Charities Services annual return (FY2026). 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.
About
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.
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 4 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
Rating
A-Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2026Contact Details
Registration
Companies Office
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.
Similar Charities in Social Services
Other Social Services charities ranked by overall score