Koata Limited — Registered Charity in Nelson

Koata Limited is a Company charity, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $2.2M NZD. Financial data as at March 2025.

Mission: The charitable purpose of Koata Ltd is to provide monetary funds to Ngati Koata Trust (also a registered charity) for the public benefit of Whakapapa of Ngati Koata Tupuna.

Registration Number
CC49545
Charity Type
Company
Registration Date
2013-07-31
Status
Active
CharityData Rating
B- (70.8/100)
Location
Nelson, Nelson
Website
https://www.ngatikoata.com
Email
pa@ngatikoata.com
Funder Status
Grant-making charity (company)
Data as at
March 2025

Beneficiaries: Family / whanau, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$2.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$31.8M NZD
Net Assets
$31.4M NZD
Reserve Months
1944.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.2M$0.2M$31.4M
2024$2.7M$0.2M$23.7M
2023$2.1M$0.2M$24.4M
2022$1.8M$0.2M$16.1M
2021$1.5M$0.2M$10.3M
2020$1.4M$0.4M$9.2M
2019$4.6M$0.6M$9.1M
2018$1.2M$0.7M$41.0M
2017$0.3M$0.3M$1.2M
2016$1.7M$0.1M$1.7M

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Christian Katene — Director
  • Lees Seymour — Director
  • Kyle Edmonds — Director
  • Jason Rogers — Director
  • Rahui Katene — Interim Director (departed 2019-08-23)
  • Hori Elkington — Director (departed 2022-12-09)
  • Daniella Ngakuru — Associate Director (departed 2018-10-01)
  • Robert Pooley — Director (departed 2025-05-31)
  • David Ashcroft — Director (departed 2019-03-23)
  • Antonina Grant — Director (departed 2016-05-12)
  • Tahua Solomon — Director (departed 2016-05-12)
  • Frans van Boekhout — Director (departed 2016-04-26)

Similar Charities in Other

Koata Limited logo
FunderOtherCompanyCompany

Koata Limited

CC49545Nelson, NelsonRegistered 31 Jul 2013
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (2)

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 register
    No chair or presiding role is recorded in the register for this board of 4. 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.
  • Same audit firm for many years
    Same audit firm (BDO Wellington) for 6 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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.

Revenue

$2.2M

Expenses

$194.1K

Assets

$31.8M

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Nelson

About

Mission

The charitable purpose of Koata Ltd is to provide monetary funds to Ngati Koata Trust (also a registered charity) for the public benefit of Whakapapa of Ngati Koata Tupuna.

Who We Serve

Beneficiaries
Family / whanauPeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$2.2M
Total Expenses
$194.1K
Net Assets
$31.4M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (12 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 Other
Other100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 14 peers · Other · $1M – $10M

Rating Score
71
#7/15
Revenue
$2.2M
#6/15
Reserve Months
1944.0
#1/15
Surplus
$2.0M
#1/15
Staff Cost %
0%
#1/15

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Registration

Registration NumberCC49545
Entity TypeCompany
Registered31 Jul 2013
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Incorporated17 Feb 2006
Company #1760820
Registered office
20 Oxford Street, Richmond, Nelson, 7020

Sector & Activities

Primary Sector
Other
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 3 October 2026.