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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Hemi Arthur | Trustee | 2026-04-20 |
| Gretchen Freeman | Trustee | 2026-01-27 |
| Theresa Sanft | Trustee | 2025-05-27 |
| Allan Cooke | Chair | 2025-02-25 |
| Anne Todd-lambie | Trustee | 2020-08-28 |
| Brian Hussey | Trustee | 2020-04-28 |
| Bernadette McEvoy | Chief Executive | 2019-04-01 |
| Susan Elizabeth Crockett | Trustee | 1996-01-01 |
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
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Totara Farm Trust
Financial data as at June 2025. 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.
- Government-funding concentration88% 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.
$5.1M
$4.9M
$8.0M
56
Financial data from Charities Services annual return (FY2025). 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.
Funded By
Registered charities that have funded this organisation.
About
To provide support and accommodation to adults who have an intellectual disability.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 55 peers · Social Services · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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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. Last updated: 28 September 2026.
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