Totara Farm Trust — Social Services Charity in Papakura

Totara Farm Trust is a Trust charity in the Social Services sector, based in Papakura, Papakura. CharityData rates this charity B- (71.5/100). Annual revenue: $5.1M NZD. Financial data as at June 2025.

Mission: To provide support and accommodation to adults who have an intellectual disability.

Registration Number
CC22308
Charity Type
Trust
Registration Date
2008-03-30
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Social Services
Location
Papakura, Papakura
Email
office@totarafarmtrust.co.nz
Data as at
June 2025

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$5.1M NZD
Total Expenses
$4.9M NZD
Total Assets
$8.0M NZD
Net Assets
$6.8M NZD
Reserve Months
4.4 months of operating expenses
Staff Count
56
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$5.1M$4.9M$6.8M
2024$5.5M$5.3M$6.6M
2023$4.5M$4.1M$5.9M
2022$4.1M$3.7M$5.5M
2021$3.6M$3.4M$5.2M
2020$3.8M$3.7M$4.3M
2019$3.9M$3.8M$4.4M
2018$3.2M$3.0M$4.2M
2017$2.9M$2.7M$3.7M
2016$2.8M$2.5M$3.3M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Hemi ArthurTrustee2026-04-20
Gretchen FreemanTrustee2026-01-27
Theresa SanftTrustee2025-05-27
Allan CookeChair2025-02-25
Anne Todd-lambieTrustee2020-08-28
Brian HusseyTrustee2020-04-28
Bernadette McEvoyChief Executive2019-04-01
Susan Elizabeth CrockettTrustee1996-01-01

Former Officers (14)

  • Donna Tairi-Ngata — Trustee (departed 2025-04-22)
  • Lee Beattie — Trustee (departed 2026-03-26)
  • Claire Buckley-Smith — Trustee (departed 2025-10-28)
  • Melissa Griffiths — Trustee (departed 2023-10-24)
  • Peter Sherwood — Trustee (departed 2023-05-23)
  • Jeffrey Small — Trustee (departed 2024-09-30)
  • Marilou Graham — Trustee (departed 2020-03-23)
  • Maureen Parkinson — Finance Executive (departed 2021-03-30)
  • Allan James McEvoy — Trustee (departed 2012-12-10)
  • Maureen Hathaway — Trustee (departed 2012-12-10)
  • Marilyn Palmer — Trustee (departed 2019-11-25)
  • Kevin Ball — Trustee (departed 2019-07-29)
  • Christopher Foote — Trustee (departed 2018-08-30)
  • Jennifer Mahon — Trustee (departed 2018-10-31)

Funding Sources

  • Foundation North — $10,000

Similar Charities in Social Services

Social ServicesTrust

Totara Farm Trust

CC22308Papakura, PapakuraRegistered 30 Mar 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating2d ago

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

B-
72/100
Financial
70
Governance
75
Transparency
65

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.

  • Government-funding concentration
    88% of latest-year revenue came from government grants — single-stream dependency

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

$5.1M

Expenses

$4.9M

Assets

$8.0M

Staff

56

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.

Funded By

Registered charities that have funded this organisation.

About

Mission

To provide support and accommodation to adults who have an intellectual disability.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$5.1M
Total Expenses
$4.9M
Net Assets
$6.8M
Staff
56
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
4.4mo
Could operate 4.4 months with zero revenue
Low reserves
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

22
Score /100
Highly Concentrated
HHI: 7,845
High Concentration: 88% of revenue from Government Grants
Government Grants87.9%
Other10.8%
Donations1.2%
Investment Income0.1%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
72
#20/56
Revenue
$5.1M
#9/56
Reserve Months
4.4
#1/56
Surplus
$248K
#20/56
Staff Cost %
78%
#56/56

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

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Papakura, Papakura

Registration

Registration NumberCC22308
Entity TypeTrust
Registered30 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 May 1992
Registered office
842 Kingseat Road, Rd 1, Papakura

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)Other - Acts an Umbrella body

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: 28 September 2026.